Units of the two master limited partnerships in our Lifelong Income Portfolio have treaded water since mid-2013, mirroring the performance of the Alerian MLP Index. Here’s why investors should stick with these names in 2014 and beyond.
Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
Welcome to the year of living dangerously in the municipal bond market. Detroit's bankruptcy filing serves as a reminder that investors can no longer assume the riskiest borrowers eventually will be bailed out if they can’t keep up with their debt.
After three years of underperforming, Asia’s emerging markets could surprise to the upside in 2014. Not only have equity markets discounted the structural challenges that these nations face, but also the bar of expectations for regional economic growth and stock markets remain quite low.
Worries that the Federal Reserve will abandon its easy-money policies have resurfaced, triggering another knee-jerk selloff of dividend-paying equities. Investors should regard this pullback as an opportunity to stock up on our favorite names.
Canadian real estate investment trusts trade at favorable valuations and offer superior dividend yields to their counterparts south of the border. Now is the time to buy for investors seeking steady monthly income.
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