04-02-2014, 09:07 AM
Looking Backward and Forward at Dividend Growth
How to invest more effectively in dividend-paying equities by avoiding some possible shortcomings of simplistic approaches.
By Scott Offen, Naveed Rahman, and Emma Baumgartner, CFA | Posted: 04-01-14 | 09:42 AM
"Compared with investing in the overall equity market, investing with a focus on dividend-paying stocks has historically delivered a number of desirable outcomes, namely higher income, lower volatility, compelling risk-adjusted returns, and inflation protection during periods of rapidly rising prices. Previous articles in the Leadership Series—including “Equity and Non-Bond Income: Opportunities and Investment Approach” and “The Merits of a Global Equity Income Approach”—demonstrate these benefits in both U.S. and international markets. This article concentrates on how to invest more effectively in dividend-paying equities by avoiding some possible shortcomings of simplistic approaches."
Read more:
Looking Backward and Forward at Dividend Growth
PDF Version....
PDF Version at Fidelity
How to invest more effectively in dividend-paying equities by avoiding some possible shortcomings of simplistic approaches.
By Scott Offen, Naveed Rahman, and Emma Baumgartner, CFA | Posted: 04-01-14 | 09:42 AM
"Compared with investing in the overall equity market, investing with a focus on dividend-paying stocks has historically delivered a number of desirable outcomes, namely higher income, lower volatility, compelling risk-adjusted returns, and inflation protection during periods of rapidly rising prices. Previous articles in the Leadership Series—including “Equity and Non-Bond Income: Opportunities and Investment Approach” and “The Merits of a Global Equity Income Approach”—demonstrate these benefits in both U.S. and international markets. This article concentrates on how to invest more effectively in dividend-paying equities by avoiding some possible shortcomings of simplistic approaches."
Read more:
Looking Backward and Forward at Dividend Growth
PDF Version....
PDF Version at Fidelity