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Oct
2020
By Emmett Shiras, CFA, CAIA
This blog post examines the use and benefits of dividends and share buybacks in the United States and Europe, as well as the significant impact of COVID-19 on these forms of profit distribution. Furthermore, we compare the shareholder yield metric, which is a more complete measure of shareholder return, to the dividend…

Oct
2020
By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection. For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…

Oct
2020
By Poorvi Parekh, CFA
With less than three months left in 2020, this year has proven to be most unusual. COVID-19 related restrictions truly “hit home” globally, forcing individuals worldwide to readjust their physical, psychological, and social lifestyle for most of this year. This will likely continue for some portion of 2021. The rapid a…