Seeking Income
A Flexible Core for Your Portfolio
Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current income.
Consider Additional Asset Classes
Emerging Markets Often Exhibit Greater Growth than Developing Markets
Advanced Economies - Debt Increasing
Emerging Economies - Debt Decreasing
A Strategic Approach to Cash Flow
Dividends Have Historically Offered Income and Long-Term Growth
Building a Flexible Core
Dividends Have Historically Offered Income and Long-Term Growth
Go Tax-Free With Municipal Bonds
Depending on your tax-bracket, municipal bonds might pay a higher after-tax yield than corporate bonds or other types if fixed-income products
Taxable Equivalent Yield - non-Municipal Bonds
Taxable Equivalent Yield -Municipal Bonds
Source: Ned Davis Research, Morningstar. Past performance does not guarantee future results, which may vary. This hypothetical is for illustrative purposes only, and does not represent the performance of any specific product. Both Dividend-Paying and Non-Paying dividend stocks are defined by each stock’s dividend policy, which is determined on a rolling 12-month basis by the underlying company. In this example, a stock’s return is only included during the period in which it is included as a component of the S&P 500 Index. The dividend figure used to categorize the stock is the company’s indicated annual dividend, which may differ from the actual dividends paid during a particular month. Dividends are not guaranteed and a company’s future ability to pay dividends may be limited.
This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. Please see additional disclosures and discuss with your investment manager.
Past performance does not guarantee future results, which may vary.*Source: GA Research. Tax equivalent yield is the yield a taxable investment needs to possess (before taxes) for its yield to be equal to that of a tax-free municipal investment. The rate shown is based on a federal rate of 35%. Chart provided for illustrative purposes and is not indicative of the past or future performance. Short-Term Bonds: Taxable is derived from Bellwethers 3-Yr Index and Tax Exempt by Barclays Municipal Index 3-Yr. Intermediate Term Bonds: Taxable is derived from a 50% Bellwethers 2-Yr Index and 50% 10-Yr Bellwether Index and tax exempt is derived from Barclays Municipal Aggregate Bond Index. High Yield Bonds: taxable is derived from 60% Barclays US High Yield Corporates Index and 40% Barclays Municipal Aggregate Bond Index.
This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. Please see additional disclosures and discuss with your investment manager.
*Source: Data as of 6/30/12. US Government represented by the Barclays US Government Index, US Investment Grade Corporates by the Barclays US Corporate Investment Grade Index, High Yield Loans by the Barclays US High Yield Loans Index, Emerging Markets Debt by the JPM EMBI Global Diversified Index, High Yield Bonds by the Barclays US High Yield Index. Investments in foreign and emerging market securities, which may be more volatile and less liquid than investments in U.S. securities, will be subject to the risk of currency fluctuations and adverse economic and political developments.
This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be considered research or investment advice. Please see additional disclosures and discuss with your investment manager.