shareholder yield

7 Results for: shareholder yield

Dividend Paying Stocks: One Size Does Not Fit All


2017 has been a rewarding year for equity investors. Global equities, as measured by the MSCI World Index...

Trump, Tech, and Shareholder Yield


The first 100 days of the Trump administration posted the third best stock market performance for a first-term President since WWII. Thinking ahead...

What Will Drive Stock Prices Higher?


Since early 2012, quantitative easing had fueled P/E (price-to-earnings) multiple expansion as the primary driver of equity returns. As we enter a new market cycle, we believe...

Small-Cap Outperformance since the Election and Shareholder Yield


Small- and mid-cap stocks have outperformed their large-cap...

Policy, Populism, and Shareholder Yield


Investors are keeping one eye on a new U.S. administration that is wasting no time moving forward with its agenda, and a second eye on...

Low 2s, High 1s, and Shareholder Yield


Through the first three quarters of the year, the U.S. economy has grown at a real rate of 1.7%. Now that the headwind of several quarters of past inventory paring appears to be...