Thought leadership | Financial Intelligence

An FT piece by John Authers made note that the defensive strategy of dividend investing isn’t working so well as yields have lifted. I’ll show you a chart of what I’m looking at in a moment, but his piece has interesting insights that are worth your attention. One is of the change in the composition of the S&P 500 in the context of index investing. Dividend-plays tend to go with stocks that are lower quality within the S&P 500, and lower momentum as well, so are not in an economic sweet spot. Further, and importantly, the dividend yield has edged below the 10-year creating a compelling competitive force. Read more from David Ader's latest musings...

IGM FX and Rates

The Context

By Marcus Dewsnap 18 Jun 2018

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

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Loan Rate Monitor - June 2018

18 Jun 2018

As we head into mid-June, the market remains volatile with many fluctuations in movement. Ultimately, we are finding that rates continue to move upward. Since the end of May, APR for the 30-year conforming fixed mortgage has increased 0.139 to 4.739 percent. 5/1 ARM jumbo products have slightly increased 0.067 to 4.707 along with the 30-year jumbo fixed which increased 0.133 to 4.549.

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The Context

Loan Rate Monitor - June 2018