Market Collision affecting Dividend Investors – Part I
In the last post, I presented El-Erian’s major themes that are significantly affecting the financial markets. Taking these themes as a framework, the author presents the asset allocation model that...
View ArticleMarket Collision affecting Dividend Investors – Part II
In today’s post, I will discuss how El-Erian’s emerging market theme affects the dividend investors (DIs). Some of the characteristics that we DIs look for in a company are as follows: Management’s...
View ArticleMarket Collision affecting Dividend Investors – Concluding Part
The third theme in the El-Erian’s market collision commentary is the money flow due to sovereign wealth funds. As per an article on Wikipedia, the top 20 sovereign wealth funds have a total of...
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