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Research

  • Copeland White Paper I - Dividends & Tax Rates

    June 30, 2012 - As it stands today, barring a political compromise, the highest tax rate payable on dividends will jump from 15.0% to 43.4% for the 2013 tax year. That sets up two important questions for investors in dividend-oriented strategies. First, how will the securities of dividend payers and dividend growers perform relative to the market as investors are forced to share a larger portion of their income with the government? And second, will companies opt to put their cashflows to alternative uses, such as stock buybacks or M&A, rather than grow their dividends?

 

Copeland Review - Investment Commentary

  • Never Tell Me The Odds - Q4 2016

    Last year was horrendous for all types of oddsmakers. In January, Cigroup put the odds of a 2016 US recession at 65%, although the consensus view was 18% and the Federal Reserve Bank’s view was 10%. In June, the UK voted to leave the EU even while prominent betting outfits placed the odds of “Brexit” at less than 10% as polls were closing. And, in November, Donald Trump’s surprise US Presidenial election victory defied great odds. According to the website of statistician and pollster Nate Silver, not long before the election – on October 17th – the likelihood of Trump winning sagged to a low of 12% before recovering to only 29% on Election Day.
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The Copeland Review is a forward-looking investment quarterly on the markets and the economy which has been available to our clients for over ten years. Should you wish to see earlier issues, please contact us.

 

   

 

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