Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The low valuations in the stock markets of some Asian countries have led companies to become more shareholder friendly, which can create better opportunities for income investors.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Global dividends reached $568 billion in the second quarter of 2023, with underlying growth of 6.3%.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.