Dividends: Building resilience in a new market reality

Capital Group
By November 23, 2022 14:58

Dividends: Building resilience in a new market reality

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus. Dividend-payers in the S&P 500 Index have outpaced the broader market by a significant margin over the past 12 months.1 With the US Federal Reserve intent on tightening monetary policy to contain inflation, investors will likely continue to be less willing to pay up for high-multiple stocks and therefore dividends should remain a key consideration in investment decisions. We asked two of our portfolio managers who have experience managing strategies with a focus on dividends and preservation of capital to share their thoughts. Below, Alan Berro and Will Robbins discuss how they are navigating the current investing environment for US equities and offer their medium-term outlook.

Asset Manager

Capital Group is one of the largest and most experienced investment management companies in the world

Capital Group is in 1931 opgericht in de Verenigde Staten en een van de grootste onafhankelijke vermogensbeheerders ter wereld met een actief beheerd vermogen van meer dan $2,1 biljoen. We doen alleen vermogensbeheer. Al 90 jaar is het ons primaire doel om een consistent en superieur resultaat te realiseren voor langetermijnbeleggers.

Website:capitalgroup.com

Feike Goudsmit
Managing Director, Institutional
Tel: +31 (0) 20 797 7575
E-mail: feike.goudsmit@capitalgroup.com

LinkedIn: capital-group-europe

Capital Group
By November 23, 2022 14:58

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