An investment approach centered around corporate bonds and dividend-paying stocks is likely to resonate with clients
High quality stocks can be found in Canada, Germany and Scandinavia
This strategy offers limited risk with the appearance of sitting on the sidelines
Financials have slumped in profitability while non-financials have done well
Taking advantage of mathematical certainties and the volatility term structure
With relatively low government debt, as well as proactive and successful central banks, these countries offer opportunities
Jeremy Siegel suggests focusing on high-dividend stocks, as well as on companies with low price/earnings ratios
Tweaking portfolios — not major surgery — may be required
