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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? S&P 500® sector characteristics using GICS Level 1 Sectors, as of 09/30/2016. © 2016 Morningstar, Inc. Reach for yield. 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. Fri, 10/28/2016 - 11:25. S&P 500® sector characteristics using GICS Level 1 Sectors, as of 09/30/2016. © 2016 Morningstar, Inc. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. One cannot invest directly in an index.

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Strong Defense: The Falling Opportunity Cost of Allocating to Bonds

Brown Advisory

Louis Fed) rose above 50 bps at the end of 2016, and since then has ticked up to 180 bps as of June 30, 2018. We always emphasize, however, that we can’t predict the near-term direction of the economy and don’t base investment decisions on such predictions.) has been steady and consistent.

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Strong Defense: The Falling Opportunity Cost of Allocating to Bonds

Brown Advisory

Louis Fed) rose above 50 bps at the end of 2016, and since then has ticked up to 180 bps as of June 30, 2018. Rising interest rates, a flattening yield curve, continuing inflationary pressures and unemployment falling to multi-decade lows—we believe that all of these facts are indicative of an economy that is at or beyond full potential.

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Diamonds In The Rough

Brown Advisory

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016.

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Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.