Looking for reliable income? Consider a strategy that focuses on rising dividends from companies with growing free cash flow. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Investing for income is a perennial challenge. For many investors, the goal is not only to generate a sufficient stream of income but...
Alarms are being raised around investment-grade BBB rated debt, but they’re oversimplifications. These charts help tell the story. Q3 hedge fund letters, conference, scoops etc Investors rely on investment-grade bonds to provide return that’s potentially higher than less-risky government bonds, but likely not as aggressive as riskier high-yield bonds. In the...
Concentration, not diversification, has been rewarded for most of 2018. A metric you’ve probably never heard of helps give some insight. Diversification is one of the guiding principles of portfolio construction, but year-to-date market performance (especially prior to the October correction and the midterm elections) has undermined this well-established approach....
Low or negative returns from equities and bonds are resulting in a spike of interest in convertible securities. David King provides a sector update. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet,...
As growth stocks continue to dominate, we examine what’s driving growth’s performance and why we believe value’s time will come. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your...
A Primer on Preferred Securities by Columbia Management As financial institutions raise capital and reduce risk, preferred securities can offer an attractive risk-adjusted yield in a low-yield environment. Let’s examine this asset class, including the structures, the motivation of issuers and investors and why we think preferred securities make sense...
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