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2012 Election: A Split Decision
The most expensive presidential race in U.S. history is now behind us, and our expectation of status quo in Washington has come to pass. What does this continuation of divided government mean for the fiscal cliff, tax policy, and equities? Northern Trusts Chief Investment Strategist, Jim McDonald, reacts to the U.S. election results in his latest market commentary, 2012 Election: A Split Decision.
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RECENT MARKET COMMENTARIES
Insights on Investing: The Changing Cash Landscape
With the Federal Reserve stating its intent to keep interest rates low until the middle of 2015, traditional short-term cash investment strategies may not provide the performance that many private investors have come to expect. Regulatory and market changes, along with this extended period of low interest rates, suggest that now may be a good time to consider a fresh approach to managing short-term cash portfolios.
In the following commentary, The Changing Cash Landscape, we explore strategies for segmenting cash to potentially gain higher yields. Given the various economic, regulatory and market challenges, ensuring that your assets are appropriately aligned with the goals they are designed to support is even more important.
Dividends: More Interesting Than Bonds
As bond yields have fallen to record lows, investors have embraced dividend-paying stocks as an alternative strategy for income production. However, with these stocks fetching higher prices than they have in the past and the looming potential for change to the U.S. policy on taxation of dividends, is the strategy still appropriate?
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