Best Blogs of the Week #231
Three posts make it into this week’s industry review. I’m noticing a trend across investment-oriented blog posts: stay invested in the equity market. There’s broad consensus across PM teams within asset managers to remain in equities and that no sharp decline looms. Time will tell.
AB – Dizzy over Dividends – US companies that offer high dividends are very popular among equity investors today. Shares of these companies are trading near record high valuations…
PIMCO – How to Play the Brexit Blues – Although our base case is that the UK votes to remain, we devote much time to thinking about the implications of a vote to leave. Of the two competing views on this ‒ that it will be a globally systemic event or that, while important for the UK, its impact on global markets will be contained ‒ we side with the latter.
WisdomTree – Increasing Net Buybacks with a Quality Approach – Assuming no growth and no change in valuations going forward, an investor could expect to earn the combined dividend and net buyback yield, currently higher than the zero some prognosticators are predicting.
