A time for dividends to shine


A time for dividends to shine

While there are reasons to be both positive and negative about global equity markets, a more cautious case is gathering momentum. Inflation is now 8.5% year-on-year in the US, while GDP expectations are being revised downwards. Most cycles of tightening by the US Federal Reserve end in recession and this may be no different.

This article by Aegon AM's global equity income team explains why a dividend-focused global equity strategy is worth considering in such an uncertain environment.

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Aegon AM - A time for dividends to shine.pdf

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More about the authors

Robin Black Investment Manager

Robin Black, investment manager, is a member of the global equities team, with emphasis on the Asian and US markets. He runs the Aegon AM Japanese portfolios and is co-manager of a US Sustainable Equity Income strategy and the Global Equity Income strategy.


Mark Peden Investment Manager

Mark Peden, investment manager, is a member of the global equities team, is the architect of and has been the lead investment manager of the Aegon Global Equity Income strategy since its inception in 2011


Douglas Scott Investment Manager

Douglas Scott, investment manager, is a member of the global equities team with responsibility for managing several equity portfolios.


Matt Harding, CFA Investment Manager

Matt Harding, investment manager, is a member of the global equities team, responsible for co-managing the firm’s North American pension fund and generating investment ideas for Aegon AM’s global equities portfolios.



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