META - Dividends Aren't Dead Money

2024-02-18 07:00:00 ET

Summary

• Sticky inflation challenges the notion of transitory inflation and has implications for potential market rotation.
• High-quality dividend stocks, which have been overlooked, may become more attractive in the current inflationary environment.
• Investors should focus on dividend characteristics, company characteristics, and valuation when considering high-quality stocks.

This article was coproduced with Leo Nelissen.

In this article, we’ll do a number of things, starting with a discussion of sticky inflation, which, as we expected, turned out to be stickier than markets expected.

This could have implications for a potential market rotation, favoring high-quality dividend stocks that currently “nobody” seems to be interested in.

We’ll tell you what we are looking for and some picks we are watching and investing in....

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