To build a value investment strategy, consider dividends in the context of overall income.
May 19, 2022
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Capital Markets Outlook | Q2 2022
The end of the Great Moderation
Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.More »
Fixed Income Outlook | Equity Insights
Headlines you need to know this week — May 24, 2022
More women invest to affect change Since 2020, the pandemic and social activism have inspired more women to use their financial power to drive change, according to a recent survey. Seventy-two percent of respondents said they want to make a bigger difference in the world and 68% are more committed to using their financial resources to affect change. In the last two years, 70% of women increased their philanthropic support. Seventy-nine percent of women consider investments based on environmental, social and governance factors “highly appealing.” Only 47% of women hold ESG investments in their portfolios.
More guidance possible from regulators The Securities and Exchange Commission may be issuing additional guidance in the coming weeks that would offer more detail on Regulation Best Interest, according to a recent report. The guidance is expected to detail how advisors and broker-dealers handle the requirements around conflicts of interest, reasonably available investment alternatives, and risk and cost analysis. Regulation BI is part of the agency’s fiduciary rule enacted in 2021.
Many investors concerned about the future A recent survey found many Millennials do not believe they will be able to retire and are failing to plan. Younger generations expressed uncertainty about their financial futures, driving indecision and a lack of action. The survey provided insights comparing generations and their thoughts on money, advice, and technology. Among the groups, Gen X expressed the most concern, with 73% noting they were more worried now about their financial futures than ever before. The study also found social media has a significant influence on Gen Z because that’s where they are getting advice.
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