Summary Report
The dividend recovery: Eye on the World 15/09/20
15/09/2020
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Tech-led US recovery yesterday on M&A and vaccine news, with markets focused today on upbeat China recovery momentum and FOMC start.
HOT TOPICS analyses the less-bad global dividend outlook and sharp recovery in US expectations as sign of earnings turnup and support to our valuation view. Despite better dividend outlook, high yield equities lagged significantly, and we see select opportunities in healthcare, real estate, and energy sectors.
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.