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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
Monday Jul 11, 2022
Monday Jul 11, 2022
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the critical role of dividend strategies in today’s equity markets. With a focus on high dividend yield and growth, the conversation explores how dividends contribute significantly to total return, provide risk management, and offer a hedge against inflation—key considerations for insurance investors.
Discover insights on identifying quality companies with sustainable and growing dividends, breaking down the metrics that matter, such as profitability, payout ratios, and historical growth. The discussion also highlights a unique approach to sector diversification, targeting opportunities in non-traditional sectors like technology and healthcare, while maintaining a strong emphasis on quality and customization.
For insurance CIOs, the episode covers tailoring dividend strategies to meet specific constraints, including tax planning, gain/loss management, and sector weightings. Tune in for an engaging discussion packed with actionable insights for enhancing income and stability in equity portfolios.