In this month’s video, Chief Investment Officer Mark Nickel discusses how a solid US economy and healthy consumer paired with possible resolution of China trade presents opportunities for investors in 2019.
During the last 12 months, industry groups typically offering the largest dividend yields have underperformed significantly: Utilities, Telecom, REITs, and Consumer Staples. While the Standard & Poor’s 500 Index® rose by over 14% in this period, all four of these segments declined in price. Telecom declined by just over 8%, while Utilities fell by just under 8%.
The Hilliard Lyons Investment Strategies Group (ISG) believes investors can benefit from changes in market leadership by periodically re-balancing and maintaining a diversified portfolio – activities your Wealth Advisor is equipped to execute.
Volatility returned to financial markets in February and persists as we work into April. But amid these stormy conditions, the Investment Strategies Group (ISG) believes select investment opportunities have become more compelling.
Risk appetite is on the rise. This increasing appetite for risk is not necessarily a bad development, unless it becomes insatiable in the years ahead. Learn more in about the Hilliard Lyons Trust Company quarterly newsletter.