Eq: Dividends
(New York)
ESG has grown exponentially over the last couple of years as trillions of dollars have flowed into the sector. However, as the sector has grown, some gaps in its coverage have emerged. One big glaring hole is in income-focused ESG funds. Traditionally, it has always been thought that an investor who cares about income, just wants income and doesn’t care much where it comes from. This helps explain how out of 439 ESG funds aggregated by Morningstar, only 8 had an income focus.
FINSUM: The lack of ESG income funds makes sense as income-focused products often cater to retirees—the current age of whom generally makes them less interested in ESG. But opportunity awaits.
(Frankfurt)
Bonds yields have been so far from even survivable for most income investors, but…see the full story on our partner Magnifi’s site.
(New York)
At the onset of the pandemic, the Fed and treasury tied up stock buybacks as part of a regulatory measure coupled to the…see the full story on our partner Magnifi’s site.
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(New York)
The low rate environment has been hard for bond market income investors…see the full story on our partner Magnifi’s site.
(New York)
Income is both extremely desired, and very hard to achieve in today’s market. Based on the economic data which hit the morning of the 7th, it seems likely to stay that way. So where are the best places to find income? One of the first places investors think of outside of bonds is the dividend aristocrats, but the bad news is they are only yielding 1.9%. If you need more income, check out high yield bond ETFs like the SPDR Bloomberg Barclays High-Yield Bond ETF (JNK), which yields 4%. But the best bet is to look at bond closed end funds, for example the DoubleLine Income Solutions Fund run by bond legend Jeffrey Gundlach. The fund yields 7.3%.
FINSUM: Bond closed end funds are great. Many trade at a discount to their NAV and they have very nice yields.
(New York)
65 Stocks make up the dividend aristocrats in the S&P 500, known for their consistency, however some…see the full story on our partner Magnifi’s site