If you ask most investors where they look for yield, the answers tend to be predictable. Banks, utilities, infrastructure and perhaps a handful of defensive consumer stocks would likely top the list.
Yet according to Epoch Investment Partners’ Kera Van Valen, that thinking risks overlooking some of the most compelling opportunities in global markets today. In her view, investors who focus too narrowly on traditional income sectors or equate yield solely with dividends are missing a much broader universe of opportunities.
