Global Outlook

February 2017

February 2017

The February edition considers:

• Why investors should focus on the corporate earnings cycle in 2017
• Which sectors have been generating cash and how have they been using it
• The importance of identifying companies that can expand earnings, and afford to pay that cash in dividends
• Where we are in the credit cycle
• How some REITs can benefit despite high bond yields and inflation

February 2017 PDF