Explore Every Angle

Our quarterly preferred report details the main characteristics, yields, and performance of our preferred securities funds.

Dividend-paying equities and preferred stocks can help mitigate portfolio volatility and their distributions may receive favorable tax treatment versus bonds.

Preferred stocks may remain attractive in 2025, particularly if inflation remains contained and the long-term trajectory for interest rates moves downward.

Long-term investment returns are typically unrelated to short-term volatility spikes, but there are strategies to consider if volatility remains elevated.

Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities.