Boosted by central bank largesse and negative real rates of the key reserve currencies, global markets continue their inexorable rise to new highs. Bulls argue that valuations for international large caps are low by historical standards, balance sheets are strong and dividend yields are attractive.
The bears point to the disconnect between equity valuations and the state of the global economy; France is in a recession, Italy has been contracting for seven consecutive quarters and Germany just narrowly...
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Ex-Standard life manager Angela Burns
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Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...