DMDV News and Press, AAM S&P Developed Markets High Dividend Value From 02/01/22

In investing, the big five could more aptly refer to the connected categories of growth, inflation, interest rates, valuations, and style. 2022 is shaping up to be one of slowing toward more normal, healthy rates of economic growth and inflation, thereby paving the way to a sustainabl...

Despite ongoing inflation hype, the U.S. prices paid trend indicator peaked in June 2021 and turned down - this typically leads ISM Manufacturing prices by 2-3 months and suggests inflationary pressures will continue to reverse. Commodities are signalling a similar story, with the Gol...

We see 2022 heralding a new market regime by delivering global stock gains and bond losses for a second year in a row - a first in about half a century. Stocks rallied back to near record levels and yields rose last week as worries of Omicron dissipated. China’s central bank lo...

We may not know what the newest COVID variant holds, but it may not actually matter. The economy is already questionable and has been more and more for quite some time already. In other words, the issue at hand isn’t necessarily omicron nor really a “growth scare”...

The S&P 500 was down 2.2% last week, which, in normal times, would be barely worth a mention. But in today’s speculative market, that qualifies as a correction. The first two quarters of this year were a big rebound, but last quarter was a bummer with the emergence of the D...

We move to a cautious outlook on global equities. During September, we are continuing to see risk factors build while equity valuations remain at extraordinarily high levels. While global earnings estimates for 2021 have provided a strong tailwind for markets in 2021, this impetus is ...

To date, 2021 has been as almost good as it gets for equity investors. Any slowdown in growth has yet to feed into consensus earnings forecasts which have continued to increase over the summer. Investors have few high-yielding alternatives for as long as real and nominal bond yiel...

The chief problem facing most of the world's developed economies today is the level of outstanding debt, both private and public. Demographics remain one of the most powerful drivers of long-term economic growth. Sustained inflation requires a permanent increase in demand relative...

Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always

By Ansh Chaudhary For the month of May, the ETF Deathwatch increased in size. Twenty-nine exchange-traded products ("ETPs") were added to the list, and 19 funds were removed, making May a busier month in terms of additions. Of the removals, 16 were removed due to increased health and three...