Evaluating Trajectories
Major US equity indices hit new highs
In late September, we gained more visibility
US Employment Picture Has Deteriorated
US Inflation Rates Have Picked Up Again—And Remain Above the Fed’s Target
US Inflation Rates Have Picked Up Again—And Remain Above the Fed’s Target
What makes the current environment unique
Multiple Paths Lead to the Same Place
High-Yield Dividend Stocks Have Outperformed in Low Real GDP Growth Environments
We identified nine periods over the last 75 years
Inflation has been range-bound for the last two years
Inflation expectations
High-Yield Dividend Stocks Have Outperformed in Inflationary Environments
Stagflation
We identified four periods over the last 75 years
Steepening Yield Curve
High-Yield Dividend Stocks Have Outperformed in Steepening Yield Curve Environments
During these periods, high-yield dividend stocks posted positive absolute returns
Investment strategies that can control risk and offer reliable returns
Disclosure
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