Webinar Replay:
5 Considerations for Equity Income Investors

Categories Author: Ehren Stanhope, Income, Investing, Yield

Ehren Stanhope photoGenerating income in client portfolios has always been tough.1 And — prospects for rising rates notwithstanding — it will likely be a challenge for years to come. Ehren Stanhope, CFA (OSAM Principal and Client Portfolio Manager) shares his expertise in global dividend-paying stocks, following up on his Dec-2016 postContinue reading “Webinar Replay:
5 Considerations for Equity Income Investors”

Expensive ETFs —
the P/E Under the Hood

Categories Investing, OSAM Research

“Trump Bump Boosts ‘Smart Beta’ Funds”   — WSJ, Feb. 5, 20171

The chart below helps answer these 2 questions: “Do I really want to rely on a tweet to drive my investing success?” and “Am I (and/or are my clients) in an ETF that selects its stocks for their scalability rather than their potential to generate alpha?”2 Additionally, this article asks “How does a contrarian thesis of ‘building resilient, inexpensive portfolios by selecting quality, high-yielding stocks’ — or something along those multi-thematic lines — look under the lens of P/E?”3 Continue reading “Expensive ETFs —
the P/E Under the Hood”

3 More Considerations for Equity Income Investors

Categories Author: Ehren Stanhope, Income, Investing

In Part 1, I discussed the massive flows to dividend-paying stocks in recent years, dividend yield’s poor performance1 as an investment factor, and notes of caution for the upcoming rising rate environment. Here are 3 additional considerations and suggestions that address the vehicles most commonly used to access the dividend theme, the popularity of dividend growth, and the importance of valuation in making dividend investments. Continue reading “3 More Considerations for Equity Income Investors”

Equity Income — 2 (of 5) Key Considerations for Investors

Categories Author: Ehren Stanhope, Income, Investing

Here I’ll cover the first 2 of the 5 key considerations for equity income investors, and 3 more in Part 2.

At a time when demand for income generating assets is at an all-time high, the yields on income generating assets are at, or near, all-time lows. While the headlines often speak to the number of Baby Boomers entering retirement, the more important statistic is actually the amount of wealth entering retirement. Continue reading “Equity Income — 2 (of 5) Key Considerations for Investors”