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The dividend comeback: Eye on the World 08/07/20
08/07/2020
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Global markets saw profit-taking after recent tech-led rally. We believe markets are consolidating 40% gains from March and remain better-supported-than feared.
HOT TOPICS highlights the dividend comeback, with US and Europe expectations improving significantly from lows. The opportunity is in US, with unique dividend buffers, a turn up in earnings, 40-yr high discount to bond yields, and dividend strategies significantly lagged.
16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library
