Mon, 9 Jun 2014
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Rising rates and inflation could negatively affect dividend-stock valuations, but high-quality equities can offer a two- for -one bargain.
The current low- inflation , low-interest-rate environment could foster another two-plus years of double-digit total returns for investors, says Silver-rated Osterweis Fund manager Matt Berler.
During his keynote presentation at the Morningstar Investment Conference, the PIMCO manager made the case that high debt levels and a need for financial stability mean that central banks should keep real rates close to zero for some time.
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