Despite the US market entering Q3 at record high equity prices, the environment remains challenged
by increasing global trade concerns and declining bond yields.
Whilst we remain constructive on the US market, we believe investors could stand to benefit by assuming a more defensive posture, for example through a quality dividend strategy such as Dividend Aristocrats.
This weeks Strategy Espresso (9 September 2019) – Volatility Shocks Causing Investors to Question Equity Price Stability.
While it’s not all doom and gloom across markets, there is plenty of uncertainty. As we head into Q4 with various headline risks still unresolved, we believe investors stand to benefit from introducing defensive positioning into their portfolios, such as through a low volatility strategy.
