Defensive Equity Yield is the New Black
Longer lifespans, the rise of defined contribution plans in lieu of defined benefit plans, and doubts about the sustainability of social security have raised the stakes for retirees and for those hoping to retire someday, while the low interest rate environment makes it tough to generate income. A defensive equity yield strategy is one approach to generating income while still achieving principal growth with enough stability to keep panic at bay when the market is turbulent.
This talk will:
- Compare and contrast defensive equity yield, which combines low volatility and high dividends, with separate low volatility and high dividend strategies
- Assess the impact of Fed tightening cycles on them
- Discuss the negligible explanatory power of valuation for the results
- Illustrate the benefits of defensive equity yield for savers and for spenders
Formerly head of Active Quantitative Equity research at Deutsche Asset Management from 2008 to 2010. Prior to joining Deutsche Asset Management, she spent two years as Executive Director of the Thomas J. Watson Fellowship Program. Prior to Watson, she spent 14 years with Bailard, Inc, where she managed Bailard’s international equity mutual fund, landing it in the top overall rankings for Morningstar, Standard & Poor’s and Lipper. She began her career in asset management at First Quadrant. Back To Top ^^
$20 (Members) | $30 (Non-Member Students) | $50 (Non-Members)
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Charlotte Chamberlain, Ph.D
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|