Commentary

History suggests the post-pause rally is just beginning

by Michael Valentinas on December 15, 2023

History suggests the post-pause rally is just beginning

NOVEMBER 2023 Real rates are restrictive by many measures Real interest rates account for inflation and are often considered restrictive at levels > zero. With the real Fed Funds rate* and yields on inflation protected bonds (TIPS) positive and rising, real rates are indeed restric …

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Strategies: Select Dividend

Simplify your Allocation

by Adam Steffanus, CFA on December 14, 2023

Simplify your Allocation

September 2023 A single global equity portfolio may be all the exposure you need 30 years ago, equities were a complicated asset class, but today, there is a much wider opportunity set of more complex and illiquid alternatives. In that case, simplifying your equity allocation to a sin …

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Strategies: Select Dividend

Is your Dividend Manager a Value Trap?

by Michael Valentinas on October 05, 2023

Is your Dividend Manager a Value Trap?

DECEMBER 2023 TOO MANY MANAGERS CHASE YIELD OVER GROWTH The S&P 500 closed 2023 up 26.3%, but many dividend managers missed the rally. The average U.S. dividend strategy returned 11.5% (net) over the same period, and strategies with 2.5%+ dividend yields (more than half of the uni …

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Strategies: Select Dividend
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