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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? In 2013, as the Fed ended its bond-purchasing program, U.S. Reach for yield. Interest-rate sensitivity. One cannot invest directly in an index.

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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

Asset Allocation: Caution Toward High Dividend Yielding Stocks. In 2013, as the Fed ended its bond-purchasing program, U.S. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. Fri, 10/28/2016 - 11:25. Reach for yield.

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My Investing Mentors

The Irrelevant Investor

A large swath of the financial services industry would love to have you believe in their magic. These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. Here he is, from 2013.

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Investment Perspectives | Managing Risk

Brown Advisory

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. Annualized Returns, 04/30/2013-06/30/2018 Source: Bloomberg, using ICE BofAML Benchmarks.

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Investment Perspectives | Managing Risk

Brown Advisory

The potential for inversion is not a reason in and of itself to make changes in asset allocation, but the combination of higher short-term yields and additional equity market uncertainty does affect our thinking about portfolio positioning. Bond Returns Since 2013. Annualized Returns, 04/30/2013-06/30/2018. Aggregate.

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Considering Climate within Portfolios

Brown Advisory

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts.

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Considering Climate within Portfolios

Brown Advisory

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. A 360-Degree Climate Evaluation. CARBON ATTRIBUTION” of SUSTAINABLE PORTFOLIOS .