11.09.2020
The Lead - "Improving Access to Global Opportunities"
- According to the World Bank, in the year 2000 the U.S. represented 30.5% of World GDP.
- That share declined to 24.4% even though GDP in the U.S. doubled over that time period, according to Bloomberg.
- How do investors gain simple and cost-effective access to stocks in these foreign markets as they grow in prominence?
- We discuss how the growth in bank-sponsored American depositary receipts, or ADRs, are availing investors to these potential opportunities.
10.01.2020
The Lead - "Dividend Growth in Demand"
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Over the last twelve months, investors tended to favor those companies in the S&P 500® that increased dividends at the fastest rate.
- One dynamic that may come into play is the scarcity of dividend growth in domestic markets that we highlight this month.
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One of the hallmarks of the Sterling Capital Equity Income strategy is targeting a dividend growth rate in excess of the overall market (in addition to its overall yield above the S&P 500).
09.03.2020
The Lead - "All Eyes on China"
- The CSI 300 Index, comprised of the largest 300 stocks on the Shanghai and Shenzhen stock exchanges as measured by market capitalization, was the best performing major stock market in 2019 and thus far in 2020, according to Bloomberg.
- We see the Chinese market differently from that of the West and this continues to evolve with near, intermediate and longer-term implications.
- With China set to be the home of what the Wall Street Journal stated could be one of the largest IPOs ever, changes in the region may warrant more investors’ attention.
