Even when U.S. stocks appear overpriced based on fundamental valuation
metrics, we still see attractively priced stocks available. One of the
places where we are finding long-term opportunities is among companies
that are significantly increasing their dividend payments, or “dividend
The escalating dispute over Ukraine’s sovereign borders is generating
global headlines and worrisome what-ifs, but so far the economic
ramifications have been largely local. The broader story for emerging
markets investors in 2014 is the same as it’s always been: China.