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. He has specific focus on Aegon AM Japanese portfolios and is also a support manager for our global equity income strategy.


Mark Peden Investment Manager

Mark Peden, Investment Manager, is a member of the global Equities team, is the architect of our global equity income strategy and has been the lead manager of the Aegon Global Equity Income Strategy since its inception in 2011. European equities are his main area of research expertise.


Douglas Scott Investment Manager

Douglas Scott, Investment Manager, is a member of the global Equities team with responsibility for managing several equity income funds. In addition, Douglas has analysis duties for the tobacco, real estate, telecoms, beverages and oil services sectors.


Matt Harding, CFA Investment Manager

Matt Harding, Investment Manager, is a member of the global Equities team, responsible for generating investment ideas for our North American and global equities portfolios.



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