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....
Read the full article on Seeking Alpha
For further details see:
Dividends Aren't Dead Money