is pre-empted on many public television stations this week because of summer fund raising drives, if it is you can see it here
. However, we are still keeping our eye on the rising geopolitical tensions around the world and their possible impact on financial markets. Strategas Research Partners recently sent its clients a list of investments which should benefit during times of uncertainty.
New this week, Financial Thought Leader and recent WEALTHTRACK
guest, Jason Trennert
believes investors will pay a premium for what they perceive as higher quality, income-producing stocks during times of rising geopolitical tensions. Trennert and his team at Strategas Research Partners have identified a number of S&P 1500 stocks with two characteristics: dividend yields higher than that on the 10-year Treasury note and earnings with compound annual growth rates (CAGR) greater than 10%. Trennert has shared the names of 10 of the companies with WEALTHTRACK
. This is proprietary information usually only given to Strategas clients.