Equity Income and Dividends

Inflation and the New Rate Regime

July 24, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Equity Income and Dividends

Inflation and the New Rate Regime
The 2008 financial crisis brought comprehensive and generally coordinated stimulative policies by central banks around the globe, as the focus for most of the developed world was to reignite growth, rather than having to manage inflation. The U.S. Federal Reserve has already tightened four times and there is a consensus that by year-end the European Central Bank (ECB) starts easing back on the stimulus it has been injecting into the euro-zone economy for more than two years....
READ MORE

Is ESG investing here to stay?

July 07, 2017 | Author: Columbia Threadneedle Investments | Categories: Chart of the Week, Equity Income and Dividends

Many investors are still under the perception that if you invest in companies with good environmental, social, and governance (ESG) ratings you have to give something up. In this video, Edward Kerschner explains how combining traditional financial metrics on dividends with ESG scoring may actually help improve returns....
READ MORE

Finding Sustainable Income is Critical

June 12, 2017 | Author: Columbia Threadneedle Investments | Categories: Chart of the Week, Equity Income and Dividends

Investing in this new rate regime, where we don't have the falling interest rate background, creates a much more challenging environment for investing. Not just in bonds, but bonds and stocks. In this video, Chief Portfolio Strategist Ed Kerschner describes how unusual the last four decades have been and cautions investors that it might be more challenging to invest when you don't have declining interest rates in the background....
READ MORE

The Impact of a Dividend Cut

May 22, 2017 | Author: Edward Kerschner, CFA | Categories: Chart of the Week, Equity Income and Dividends

The Impact of a Dividend Cut
Dividend growers and initiators have outperformed non-dividend paying stocks as well as the S&P 500 geometric equal-weighted total return index. But selecting dividend growers/initiators can be improved upon by avoiding companies that reduce their dividends before that action....
READ MORE

Investing for Income? Focus on the Right Companies

May 01, 2017 | Author: Edward Kerschner | Categories: Chart of the Week, Equity Income and Dividends

Investing for Income? Focus on the Right Companies
Dividends are an important part of total return, and historically, have proven to be a consistent source of returns for the S&P 500 Index throughout each decade. However, within that universe, companies that are able to initiate and grow dividends have outperformed....
READ MORE

Emerging market investments involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, from economic or political instability in other nations or increased volatility and lower trading volume. Please call 888.800.4347 or click here to access a prospectus online. Investing involves risk, including possible loss of principal.

Index returns are for illustrative purposes only and do not represent actual fund performance. Index performance returns do not reflect any management fees, transaction costs or expenses, which could reduce returns. Indexes are unmanaged and one cannot invest directly in an index. Performance data quoted represents past performance. Past performance does not guarantee future results. Current performance data may be higher or lower than actual data quoted. For the most current index performance data please call 888 800 4347.

The content of this presentation is presented for general information purposes only. Nothing contained herein should be considered a recommendation or advice to purchase or sell any security. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and it should not be relied on as such or be the basis for an investment decision. The statements and opinions expressed are those of Columbia Management Investment Advisers, LLC and are as of the date of this presentation. All information is historical and not indicative of future results, and subject to change. This presentation may include estimates, projections and other "forward-looking statements". Due to numerous factors, actual events may differ substantially from those presented. Columbia Management Investment Advisers, LLC assumes no duty to update any such statements. Past performance does not guarantee future results.

ETF shares are bought and sold at market price (not NAV) and are not individually redeemable. Investors buy and sell shares on a secondary market. Shares may trade at a premium or discount to the NAV. Only market makers or "authorized participants" may trade directly with the Fund(s), typically in blocks of 50,000 shares.