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  • About
  • Knowledge Centre
    • Economic Growth and the Business Cycle
    • Monetary Policy and Inflation
    • Taxes and Government Spending
    • Trade and Balance of Payments
    • Financial Markets
  • FX Forecasts
  • Services
  • Forecasting Tools
  • Analysis

Daily Archives: January 7, 2019

Equities: Key Drivers of Market Returns

Financial MarketsBy Stuart AllsoppJanuary 7, 2019Leave a comment

Intro: Equity markets are driven by the dividend yield, growth in dividends, and changes in how much investors are willing to pay for future dividends (changes in the dividend yield). Factors such as sentiment and trend following drive changes in dividend yields, while dividend growth is a product of economic and corporate fundamentals. Equity market…

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