To build a value investment strategy, consider dividends in the context of overall income.
May 19, 2022
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Equity Insights | May 2, 2022
A new age of opportunity in health care
As Covid concerns ease and investors focus elsewhere, we remain bullish on health care investing.More »
Capital Markets Outlook | Fixed Income Outlook
Headlines you need to know this week — May 24, 2022
Gen Z more likely to increase investments Facing increasing market volatility, more than half (56%) of investors in a recent survey said they have not taken any action with their investments this year. In addition, 62% of respondents said they have not made any moves because of high inflation. Just 18% said they plan to invest more in 2022 than they did in 2021. More than 43% of Gen Zers said they plan to add “much more” or “somewhat more” to their investments this year, compared with 8% of baby boomers.
Many small businesses need a succession plan While many small businesses continue to recover from the shutdowns of 2020, business owners may not be focused on long-term planning. A recent study found that about 46% of small-business owners plan to retire within the next 10 years, but only 35% have started to craft a succession plan. Among owners stating they want to keep the business in the family, only 33% have identified the successor. The study also found that less than half (46%) are saving for retirement in a qualified savings plan, and 54% said they feel they should be saving more.
More women invest to affect change Since 2020, the pandemic and social activism have inspired more women to use their financial power to drive change, according to a recent survey. Among respondents, 72% said they want to make a bigger difference in the world and 68% are more committed to using their financial resources to affect change. In the last two years, 70% of women increased their philanthropic support. Although 79% of women consider investments based on environmental, social and governance factors “highly appealing,” only 47% of women hold ESG investments in their portfolios.
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