Section
Dividends
97 posts
When Dividends Aren't Enough: The Case for a Resilient Shareholder Yield Framework
For decades, the dividend yield has served as the default shorthand for income-oriented equity investing. It is familiar,…
When the Crowd Chases Growth, Income Quietly Compounds
The case for dividend yield is hiding in plain sight, and Richard Bernstein, Global Head of Macro and…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
Unlocking the Handcuffs: Allspring Makes the Case Against Dividend-First Investing
For more than a decade, the case for equity income practically wrote itself. With the 10-year Treasury averaging…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Dividend Trap: Why Investors Keep Arriving Late to the Defense Party
Morningstar's Dan Lefkovitz maps a familiar pattern — and its costly consequences
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
How to Find Dividend Growth Opportunities in 2026
We believe alternative sources of yield, including premiums from derivatives, are now essential tools for mining additional equity income in portfolios.
Diversifying for income
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Impact of interest-rate cuts In September, the…
Dividend Investing: Thinking Beyond the Vanilla Approach
by Karen Watkin, CFA, Portfolio Manager—Multi-Asset Solutions, & Edward Williams, Investment Strategist—Multi-Asset Solutions, AllianceBernstein Multi-asset investors should conside…
Risk-Free Is a Bit Riskier
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments The risk-free rate, aptly named, is the nominal…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
Market Ethos: Dividend Dilemma
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments What’s not to love about dividend-focused investing? Over…
Market Ethos: Yield-to-Risk Ratio
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. In this Market Ethos, we explore a different lens…
Harvesting opportunities: Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Despite the US Federal Reserve’s cautious stance…