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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the benefits of dividend strategies and how they can serve as an essential component of insurance investment portfolios. Dividend-paying stocks have historically contributed nearly 40% of the S&P 500’s total returns, making them a cornerstone for income generation and long-term growth.
The discussion covers the advantages of dividends in today’s rising interest rate and inflationary environment, highlighting their role in providing income stability, drawdown protection, and a hedge against inflation. Lance Humphrey of Victory Capital outlines key factors for identifying companies capable of sustaining and growing dividends over time, such as profitability, financial stability, and dividend growth. The conversation also explores how customized solutions can align dividend strategies with insurance company needs, including gain-loss management and sector allocation constraints.
Tune in to discover how dividend strategies can enhance income, manage risk, and support insurance portfolios in a dynamic market environment.