Rising Rates + Normalizing Revenues: We Believe The Case for Income Speaks for Itself…
– US Treasury yields likely to continue to rise
– EM earnings likely to normalize
– Models suggest EM High Dividend Yield is likely to outperform EM Growth in almost all scenarios in the near to medium term
– High realized-income strategies (as opposed to backward-looking high dividend yield indices) like Rothko look set to benefit…
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