Global Growth: Rock Steady
Global economic growth continues to be respectable and broad based, with only a few laggards. The current selloff hasn’t changed this, and the synchronization of this economic growth remains intact.
Volatility and the Market Cycle
The return of volatility to US equities doesn’t mean that a bear market is imminent.
Yieldcos Reboot
The Lifelong Income Portfolio has migrated to sister-product Deep Dive Investing’s Idea Vault. For our Portfolio readers, we run through additional Idea Vault members that may be of interest.
Fixed-Income Update
Attractive yields and favorable risk-reward propositions remain in short supply in the fixed-income market. Nevertheless, we continue to leverage our expertise in the utility sector and other essential-service industries to uncover opportunities for fixed-income securities.
Q4 First Reporters: Favorable Portents
It’s another earnings reporting season for Lifelong Income Portfolio companies. We take a look at the first two to report, and examine how these results foreshadow those that remain.
A Remembrance of Picks Past
We revisit our picks from the last 15 months, check how our performance stacked up relative to the S&P 500, and update our thoughts on these names.
Melting Up
Unless you believe that the economy will slide into recession over the next 12 months, it’s most likely too early to call time on the bull market in US equities.
Getting Pumped Up
Whereas pricing power remains a dream deferred in the onshore US drilling market, pressure-pumping operators have pushed through significant price increases.
Stick with Our Dividend-Paying Stocks
Diversification has insulated the Lifelong Income Portfolio against recent weakness in utility stocks and real estate investment trusts.
Mining 2018: Selective Strength
Miners who control costs, even more so than increasing production, are the ones who will do well in this current cycle, especially with China’s expected slowdown. Our favorite of the bunch remains a key Wealth Builders Portfolio member.