Think Income and Growth Don’t Exist Around the Globe? Think Again.
In early 2017, we wrote a paper called “Think Income and Growth Don’t Exist in This Market? Think Again” that sought to address a question facing many U.S. equity investors…
Was it possible to find a U.S. equity investment that could offered an attractive yield, yet came without a lofty, dangerous valuation?
Our paper concluded that we believed there was an answer.
And so, investors considering income investments in the global opportunity set find themselves facing a similar predicament. Is there a balance between income and growth? We penned a foreign companion to our original US paper, and in this updated version, we still believe the answer is “yes” – in fact, this time, you have two potential options.