When we look at the US stockmarket today, it is near all-time highs and valuations are above average. Additionally, interest rates are low and are expected to remain so for a considerable time.
And yet, we are in the middle of an economic and earnings recession as we deal with a global health care pandemic. The uncertainty of all of these factors, combined with the volatility that typically accompanies a US Presidential Election, means investors are understandably concerned about escalating risks and a potential market correction. As part of our investment process, we look far beyond the short-term market and political noise to unearth high quality, dividend-paying companies that stand the test of time. The outlook for US dividends Over the long term, we believe dividen...
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