Global dividends rose to a first-quarter record US$339.2 billion, up 6.8% 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.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
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 Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
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.
A review of the first half of 2023, and the risks and opportunities ahead for global equity income investors.