Simon Hamilton, Managing Director and Portfolio Manager, offers some timely observations on investor behavior and highlights a few positive aspects of the economy flying slightly under the radar. He also encourages investors to not overly fixate on recent bond market losses and, instead, understand how the highest fixed-income yields in 15 years will likely drive better returns going forward. He suggests how MMM and NEP - high-dividend paying, out-of-favor names – might be interesting for patient investors.
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