Our reports cover a variety of timely topics and trends and are designed to help you learn more and be an informed investor.
The Boston Company offers their views on why investors in today's environment should consider liquid equity alternative investments as a replacement for, or complement to, the diversification potential traditionally pursued through fixed income, especially as the appeal of the low-yielding and overcrowded domestic bond market wanes.
Michael Arends of The Boston Company looks at the historical performance of mid caps relative to other capitalization ranges and examines why current valuations might make this an attractive time to consider mid cap stocks in general.
Standish discusses Puerto Rico's credit conditions and the pricing of Puerto Rico bonds in the wake of the recent downgrades.
BNY Mellon Chief Economist Richard Hoey & Chief Global Markets Strategist Jack Malvey expect the lead engine for global growth in 2014 to be developed economies supported by easy monetary policy and continued post-financial crisis recovery.
Iain Stewart, who heads Newton's Real Return team, expects policymakers will continue to walk a tightrope between generating economic growth at almost any cost, and maintaining real interest rates at low enough levels to service liabilities that are unprecedented in peacetime.
Standish s Mike Faloon and his quantitative analysis team worked with Barclays to construct a more holistically weighted bond index that seeks to provide a more meaningful investment proxy for today s dynamic global bond market environment.
Dreyfus affiliates Standish and The Boston Company provide their perspectives on why a total emerging markets (EM) strategy which utilizes equity,bond and currency exposures can offer greater investment potential over traditional EM investing.
Fayez Sarofim & Co. discuss their views on why investors should consider dividend-paying stocks, including why they believe dividend-paying stocks possess desirable attributes during a volatile and uncertain marketplace as well as how they can complement or supplement income from fixed income holdings.
Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus that contains this and other information about the fund, and read it carefully before investing.
Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees.
Bond funds are subject generally to interest rate, credit, liquidity (except government-only funds), prepayment and extension risks (for mortgage funds), and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes, and rate increases can produce price declines.
High yield bonds involve increased credit and liquidity risk compared with investment grade bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis.
Small- and mid-sized companies carry additional risks because their earnings and revenues tend to be less predictable, and their share prices more volatile than those of larger, more established companies. They also tend to be less liquid than larger company stocks.
Investing internationally involves special risks, including changes in currency exchange rates, political, economic and social instability, a lack of comprehensive company information, differing auditing and legal standards and less market liquidity. These risks are generally greater with emerging market countries than with more economically and politically established foreign countries.
Diversification does not guarantee a profit or protect against loss.
There is no guarantee that dividend-paying companies will continue to pay or increase their dividends.