- Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks.
- Dividend cuts and suspensions have started to normalize, and the ongoing low-interest-rate environment and the recent tightening in credit spreads should tempt investors back towards dividend payers.
- In this environment, we believe an unconstrained multi-asset approach can help investors capture valuation anomalies and take advantage of the progressive normalization of the world economy.
For further details see:
Will High-Dividend Payers Make A Comeback In 2021?