Ultimately, the high Magnificent 7 weight within value portfolios creates the illusion of diversification while heightening exposure to market concentration risks. We see this as a unique opportunity for investors to revisit overall portfolio diversification and to ensure each product is meeting its stated philosophy, investment universe, and portfolio objective. | Read more >
In 2025, the pharmaceutical industry has become a prime focus of the Trump administration’s healthcare reform agenda. We break down the major threats—where they stand today, and what we’re watching next. | Read more >
An ever-expanding list of factors to juggle has cast a tremendous amount of uncertainty on inflation and interest rate trajectories. | Read more >
Both buybacks and dividends can help boost total equity returns. As investors ponder the uncertain environment, a key question is: What is more likely to grow going forward, dividends or buybacks? | Read more >
Investors look to high-yield dividend stocks for both higher income and total returns. Our educational presentation argues for “Five Reasons to Love High-Yield Dividend Stocks”. | Read more >
As dividend investors, we can still find high-yielding equities, but why are stocks with good dividend yields so scarce? And more importantly, should we expect dividend payments to make a comeback? | Read more >
Commentators frequently exaggerate the impact of public policy on investment outcomes. Explaining fluctuations in historical equity returns with political stories is virtually impossible, even for the most ardent partisans. | Read more >
Why do high-yield stocks have lower valuations—and why does it matter? We walk through the math of how High Dividend Yield multiplied by High Dividend Coverage equals Low P/E, and we also compare historic market valuations with the future total returns | Read more >
We all get just one retirement so good results “on average” is not enough. That’s why it’s important to examine how the dividend strategy works in all retirement periods, including those with challenging markets | Read more >
We believe a separately managed portfolio can better match an investor’s risk tolerance | Read more >
