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Income Solutions

Promoting Income Growth Through Diversification

Dividend income can provide balance to portfolios focused on capital appreciation. These strategies seek high and growing income streams from equity and related securities including common and preferred stocks, convertible securities, real estate investment trusts and master limited partnerships (MLPs).  

Perspectives

  • Assessing Opportunity in the Cloud
    Analysts Hilary Frisch and Deepon Nag trace the growth of cloud computing and highlight companies that are benefiting.
  • Pieces in Place for Potential MLP Rebound
    Strong fundamentals and attractive valuations position MLP equities for good returns.
  • Dividend Strategy
    1Q18 Commentary: Rising interest rates and tariffs brought volatility back to the equity markets, even while corporate balance sheets and dividend growth look healthy.
  • Global Equity Income Strategy
    1Q18 Commentary: Fundamental economic dynamics are normalizing with respect to volatility and interest rates.
  • Energy MLP Strategy
    1Q18 Commentary: Macro tailwinds and rising U.S. gas and oil production are creating value in MLPs not yet recognized by the market.

Institutional Separate Accounts

(As of March 31, 2018)
Average Annual Returns
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Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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