WDIV News and Press, SPDR S&P Global Dividend From 02/10/22

With inflation rising, fears that policymakers could tip economies into recession have eroded enthusiasm for stocks after three strong years. In this environment, equity investors must distinguish between businesses that are more likely to do well in an inflationary environment and th...

Investors all talk about risk, but there seems to be little consensus on what it is, how it should be measured, and how it plays out in the short and long term. In this post, I will start with a working definition of risk that we can get some degree of agreement about, and then look a...

The outlook for demand growth remains uncertain. Developed world trends varied somewhat, reflecting the timing of the Omicron wave and differing supply chain trends. Output across both manufacturing and services was often constrained by ongoing supply chain delays. For furth...

Although January saw a slight easing in the rate of food producers input cost inflation, it was still the second-sharpest rise in a decade after December's all-time high. The incidence of supply chain delays in the food sector rose to an unprecedented high in January, greatly surpassi...

Just as global economic growth slowed to an 18-month low at the start of 2022 amid rising COVID-19 infection rates, price pressures intensified. Rising inflation is also broad-based geographically. Growth will likely accelerate again globally once the worst of the Omicron wave pas...

2022 has already started with a sharp reversal away from mega-cap and growth and toward value and high-dividend strategies. The MSCI World gained 7.77% over the quarter: the best quarter of 2021 and the sixth quarter of positive performance since March 2020’s nadir. Researc...

5 scenarios on how Russia-Ukraine may play out. Potential market reaction to Russia's next move. Signs to watch for Russian aggression. For further details see: Could Russia's Next Move Trigger A Market Selloff?

A slowing in the worldwide factory sector was signalled in January as the JPMorgan Global Manufacturing PMI fell from 54.3 in December to 53.2, its lowest since October 2020. The survey's output index fell to a greater extent than the headline PMI, reflecting a marked slowing in produ...

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...

We have seen crypto disruption expand across the financial system and expect this to continue. Inflation pressures may linger through 2022 and pose a risk of spiraling into a more persistent economic factor. Historically in these market environments, real assets—including n...