Positive outlook for dividends

25/04/2019

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In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.

Key takeaways

  • Global dividend growth looks likely to be positive overall in 2019, continuing a pattern of rising payouts in recent years.
  • A slowing global economy, however, could weigh on the ability of certain industries, such as automakers and financials, to increase dividends. In some cases, dividend cuts may even be possible.
  • In contrast, semiconductors and providers of cloud computing are among the industries that could deliver strong dividend growth, fuelled by secular tailwinds.

Recorded in March 2019.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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Janus Henderson Global Equity Income Fund

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