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Wellington’s Kilbride & Fisher on Dividend Growth

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Manage episode 495926167 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In June, the equity risk premium was negative for the first time since the early 2000s, indicating that stocks appear expensive relative to bonds and could yield mixed returns going forward. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with Wellington’s Don Kilbride and Peter Fisher, sub-advisers to Vanguard Dividend Growth (VDIGX) and Vanguard International Dividend Growth (VIDGX), about the importance of sustainable dividend growth. They discussed why a commitment to dividends signals confidence in future cash flows and why high dividend yields can sometimes signal unsustainable dividends. The podcast was recorded on June 12.

See omnystudio.com/listener for privacy information.

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37 episodes

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Manage episode 495926167 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In June, the equity risk premium was negative for the first time since the early 2000s, indicating that stocks appear expensive relative to bonds and could yield mixed returns going forward. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with Wellington’s Don Kilbride and Peter Fisher, sub-advisers to Vanguard Dividend Growth (VDIGX) and Vanguard International Dividend Growth (VIDGX), about the importance of sustainable dividend growth. They discussed why a commitment to dividends signals confidence in future cash flows and why high dividend yields can sometimes signal unsustainable dividends. The podcast was recorded on June 12.

See omnystudio.com/listener for privacy information.

  continue reading

37 episodes

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