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European Union: A Recovery in the Making


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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

2020年8月10日

US Election


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.

2020年7月13日

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.

2020年6月24日

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