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Rationally Irrational

The finance world has long assumed that markets are “efficient”. In other words, investors’ actions are perfectly rational and they act in their self interest in order to maximize their personal benefit. It also assumes that everyone has access to perfect information…

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Why Dividend ‘Growth’ Matters

For investors seeking income, the investment landscape has become an increasingly complicated one over the past several years. Two prevailing themes have been ‘yield compression’ and recurring volatility explosions. Over the past decades, yields on traditional fixed income instruments have…

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