The Big Debate: US Equity Income

Click here to listen to this debate on demand Is the yield from US equities worth the risk? The strong performance of US equities and the announcement of dividends from cash rich corporates like Apple has seen the launch of US Equity Income funds, but is the dividend culture across the North American equity markets wide and deep enough to create a diversified portfolio? Why are US companies increasing paying dividends now, and what happens when the business cycle changes and they increase their cap-ex investment? Which dividends suffer? On a valuation basis what makes the US mar...