Insights


Navigating the Market


Featured Perspectives

Outlook for Dividends in Pandemic Times


Latest Insights


image

Dividend payments have become more uncertain during the current pandemic-induced economic stress. Against this backdrop, companies are reassessing their ability to make payouts and certain regulators are urging the financial sector to suspend dividend payments. However, over time, earnings and dividend payments should return to pre-crisis levels and companies with strong market positions, managements and financial structures should likely generate the best future returns

August 10, 2020 By Esther M Baroudy , John Flynn , Viki Farmaki , Eric Greenshields , Peter Torok
Market Updates European Union: A Recovery in the Making
July 27, 2020 By Esther M Baroudy , Viki Farmaki , Peter Torok
View All

US Election


This is Part III of a mini-series that looks at the US Presidential Elections. Parts I and II examined the macroeconomic and broad asset class choices in the context of the elections. In early September, we will publish a comprehensive and in-depth report on equity market performances in relation to past elections as well as expected moves this cycle.

August 11, 2020 By Elliot Hentov , Rebecca Chesworth

This is Part II of a mini-series that looks at the US Presidential Elections. Part III will consider how investors can position their equity portfolio via sector choices in light of upcoming policy shifts.

July 13, 2020 By Elliot Hentov , Simona Mocuta

This is Part I of a mini-series that looks at the US Presidential Elections. Part II will consider the policy trends of a second Trump administration or the alternative Biden administration and its relevance for markets.

June 24, 2020 By Elliot Hentov

Resources




Connect