Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Tag: Dividends
The ins and outs of dividend-paying stocks
Dividend-paying stocks in Europe can be a steady income stream, but they come with caveats and cautions, according to Will James, UK-based investment director for European equities at Aberdeen Standard Investments.
Going low and long on dividends
High dividends are tempting, but they are not the place to look for a steady income stream, according to Kotaro Miyata, M&G Investments’ London-based investment specialist for global dividend strategies.
HEAD-TO-HEAD: BMO vs Deutsche — ETFs
FSA compares the strategy of two exchange-traded funds, the BMO Asia High Dividend ETF and the DB x-trackers MSCI AC Asia Ex Japan High Dividend Yield Index Ucits ETF.
The hunt for Chinese dividends
Sherwood Zhang, co-manager of the Matthews China Dividend Fund, finds wide variance among sectors that pay dividends and those that don’t.
China dividends shrink in 2016 on lower profits
Companies in China paid lower dividends in 2016, but Japan and Hong Kong payouts rose, according to a report by Henderson Global Investors.
Managers find yield in Asia dividends
There are still opportunities to earn healthy dividends without sacrificing capital, argue Asian fund managers.
BMO WM likes the dividend theme
Low interest rates and low inflation have brought the dividend theme to prominence this year, said Edmund Yun, executive director and head of investment for Asia.
TOPIX dividends will double by 2018 – Nikko AM
Japanese company profits are performing much better than those in the US or Europe, according to Nikko Asset Management.
Video Interview: Columbia Threadneedle’s Soo Nam Ng
The firm’s head of Asian equities answers three questions about investing for dividends.
