SDIV News and Press, Global X SuperDividend From 02/21/23

Summary As the global economy falls into chronic stagnation, companies with poor balance sheets or competitive risks will likely experience significant declines. The ultra-high yield ETF SDIV is popular due to its double-digit yield despite chronic underperformance. In my view, SDIV...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Investors are teetering on the brink of madness, with inflation, fears of recession, and the potential for higher interest rates. However, in order to keep one’s sanity (and protect one’s portfolio), focusing on s...

Summary In this post, I will focus on trend lines in profitability at companies in 2022, with the intent of addressing multiple questions. While absolute profits are a useful measure of profitability, you have to scale profits to a common scaling variable, to compare companies of differ...

Summary The ETF has a high exposure to riskier investments such as Chinese real estate and mortgage REITs. The probability seems to be very high that the actual future dividend yield will be significantly lower than it looks on paper at the moment. The annual payout has been declini...

Summary Global activity contracted at a shallower rate in the first month of 2023 according to the JPMorgan Global PMI. Consumer services clearly showed a more marked expansion in January compared to consumer goods. Financial services fared the worst amongst the industries tracked a...

Summary America and the world keep dodging recessions, like they did last year. The IMF just raised its 2023 global growth rate projection to 2.9% (from 2.7% last October), and they raised their U.S. GDP projection from +1.0% to +1.4% now. A 1.4% growth rate is not very exciting, but it...

Summary The Bank of Japan looks set to change its ultra-loose policy as inflation takes root. We see spillover risks to global yields, risk appetite and Japanese stocks. Global stocks fell last week and U.S. Treasury yields rose across the curve as markets partly priced out Federal Rese...

Summary For global equity investors, what’s important is to identify broad trajectories of growth and inflation rates, and then to forecast turning points, or changes in those trajectories. Olga Bitel, Global Equity Strategist, and Hugo Scott‐Gall, portfolio manager and co...

Summary Developed economies remain the main source of the unusual outperformance of employment relative to output. An easing of global supply chain constraints has also helped encourage many businesses to raise their capacity expansion plans, notably in the US and Eurozone. Optimism...

Summary Global manufacturing supply chains continued to show signs of healing in January which, combined with falling demand for factory inputs, points to weaker industrial price inflation in coming months. The number of reported supply chain delays fell for a ninth successive month in ...