Accessing the US: Why investors should look to high dividend payers

With a US economic recovery underway, and investor optimism improving, we believe there is potential value to be extracted in US equities this year. However, we do not expect volatility to decline in 2012, not least because of the still relatively fragile nature of the US recovery, the ongoing eurozone crisis and rising political tensions in the Middle East. If the political situation in the Middle East deteriorates, we could easily see a ‘flight to safety'. If this occurs, there is a risk that investors, searching for certainty in an uncertain economic world, overpay for perceived quali...