The landscape of tech dividends is evolving. Alphabet has joined Microsoft, Apple and Nvidia in the dividend club, signalling a shift in the tech sector’s approach to shareholder returns.
Elevated yields and rising coupons look attractive, but credit spreads are relatively tight. This environment warrants both caution and optimism.
Higher real rates in the coming years might favour value stocks
In this article, we outline what the money markets are, how to access them and why investors with a short investment horizon should consider using them as a means of making the most of their cash.
It’s the economy that matters for US presidential elections and stocks
Aegon Diversified Monthly Income Fund co-manager Debbie King reflects on how the fund has achieved a decade of consistent income delivery in an ever-changing macro environment.
Is it time to abandon emerging markets?
More from Capital Group on moving cash off the sidelines
FSSA Portfolio Manager Vinay Agarwal discusses accessing India’s growth by embracing the nuances of a dedicated India strategy.
Except for US regional banks, fundamentals across the banking sector are the strongest they have been in decades, yet the sector trades wide of the broader corporate bond market. Does this represent an opportunity?