- Dividends and inflation have accounted for 99.7% of returns from 1929.
- A global look at the dividend environment shows that there are excellent opportunities for dividend growth.
- The dividend environment has also been distorted by the accommodative central bank policies as yields are very different now, while the companies paying them aren’t that different.
Back in October, I wrote an article that discussed 8 charts that show how the stock market doesn’t always go up.
Aside from these charts, I discussed the research of Professor Emeritus Edward F. McQuarrie, from the Leavey School of Business at Santa Clara University. What’s interesting from his research is that he found that dividends and inflation contributed to 99.7% of investing returns since 1929, which is a mind-blowing number. More →