When considering the forces behind equity market returns, volatility, valuations and investor sentiment often dominate attention. Yet history clearly demonstrates that the true engines of long-term returns are in fact earnings growth and dividends.
Global equity markets are once again trading at or near all-time highs. For many, that’s a cause for celebration but for some it can be a source of unease. The natural question arises: are markets being complacent, or are they simply reflecting resilient fundamentals?
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