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The potential for dividend payers to provide relative stability during market turbulence is more important than ever.
In our view it is more important to assess the impact that this regime change may have on the level of a company’s regulatory margin than to determine the inflation peak, as it is the essential determinant of a company’s business.
Passively managed ETFs seek to take advantage of long-term economic, political or social structural changes by identifying the most relevant companies driving a theme from several perspectives, regardless of their more traditional classification.
Dividends to form a bigger proportion of total returns for investors this year than at any time in the past decade.
It’s time to get out a clean sheet of paper, focus on the fundamentals and concentrate your portfolio.
In the period from the end of April to 22 July, the Shanghai A-share Index outperformed the S&P 500 by 11% and the MSCI Emerging Markets Index by 15%.
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