Although the economy needs to improve before the Fed raises key rates, some dividend payers might act as good hedges amid higher rates, while others have something to lose, says Morningstar's Josh Peters.
Recent underperformance has made energy a more interesting sector for dividend investors, says Morningstar's Josh Peters, who recommends this undervalued, utility-like energy name that has strong dividend growth prospects.
The newly public AbbVie's dividend will be too concentrated to a single drug, while the payout from the remaining Abbott entity won't be as generous as in years past, according to Morningstar's Josh Peters.
Morningstar's top strategists discuss their tips for investing in a rising-rate environment, where equity values lie, and some of their favorite investment ideas right now in this special midyear roundtable.
In this special 50-minute panel discussion, Morningstar's Christine Benz, Russ Kinnel, and John Rekenthaler chart fund investing's course over the last two decades, discuss investors' biggest challenges today, and reveal some of their favorite longtime picks.
For several years, investors have been acting bullish (if not thinking bullish) in bonds, bidding up safe instruments, while the interest in equities is still modest, with the potential for more relative value, says Oaktree's Howard Marks.
Vitaliy N. Katsenelson, CFA, is a portfolio manager/director of research at Investment Management Associates in Denver, Colo. He is the author of “Active Value Investing: Making Money in Range-Bound Markets” (Wiley 2007). To receive Vitaliy’s future articles by email send a blank email to ...
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