Kieran Kirwan
Director, Investment Strategy, ProShares
Infrastructure to Strengthen a Portfolio in Volatile Times
Key Observations: Infrastructure owners and operators provide real asset exposure in inflationary environments Opportunities for yield on infrastructure continue to be relatively strong Infrastructure companies have delivered consistent operating margins over time How can investors power through the rising inflation, low real yields and sluggish profits in today’s volatile markets? The answer may be pure-play…
The Rising Importance of Dividends When Earnings Slow
Summary With Q3’s earnings season substantially complete, 2019 earnings for S&P 500 companies are expected to decline on a year-over-year basis. After several strong quarters last year, the first three quarters this year have seen marked earnings deceleration. Providing 1/3 of historical S&P 500 total returns, dividends could become important when the market may be…
Dividend Growers vs High Dividend Yielders: How They Compared as Interest Rates Rose
There are generally two types of dividend strategies: Dividend growers: Those targeting stocks that consistently grow their dividends over time High dividend yielders: Those focusing on stocks that pay a high dividend yield Not all dividend strategies are created equal These dividend strategies are constructed differently and may be used to accomplish different objectives. For…
Why Consistency of Dividend Growth Matters
With anemic global economic growth, investors have become leery about U.S. companies’ ability to grow earnings and increase dividends. Indeed, S&P 500 earnings declined for the fifth consecutive period in the second quarter of 2016 and even if the third quarter results are positive, the growth rate is likely to be very small. A potential…