A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 2 item(s) tagged with the keyword "Dividends".
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In early 2025, markets faced volatility, geopolitical shifts, and sector rotations. However, dividend growth investing remained a steady strategy, emphasising income and capital growth, according to Stuart Rhodes, Global Equity Income Fund Manager. While portfolios were adjusted for resilience and opportunity – balancing tech exposure with defensive quality – flexibility and valuation discipline guided decisions amid uncertainty, aiming for long-term, sustainable returns.
Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.
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