×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  

Why Dividend Growth Matters as Yields Fall

September 11, 2019

Portfolio Managers John Baldi and Peter Vanderlee join Investment Strategist Jeff Schulze to discuss how dividend stocks offer income and growth in a low-yield environment, what defensive characteristics they look for in dividend payers late in the cycle and the relative stability of dividends versus buybacks as a method of returning value to shareholders. 

Related Perspectives

Diversifying to Lower Downside Risk
Dividend Strategy 3Q25: Amid complacency in the face of historically high valuations, we continue to emphasize companies committed to meaningful dividend growth trading at more modest valuations.
Dividend Strategy 3Q25 Update
Portfolio Manager John Baldi breaks down market and portfolio performance in the third quarter, highlighting the Strategy’s diversified positioning in a concentrated market.
Dividend Strategy 2Q25 Update
Portfolio Manager Mike Clarfeld discusses market and portfolio performance in the second quarter, outlines the Strategy’s positioning and gives his outlook for the rest of 2025.
Global Risks and High Market Prices Should Give Pause
Dividend Strategy 2Q25: As markets have soared despite rising interest rates, elevated valuations and global risks, we have actively built a diversified portfolio of more conservatively valued securities.
Actively Managing through Policy Uncertainty
Podcast: PMs Mike Clarfeld and Erica Furfaro explain how an active investment approach guides them through volatile markets like the current one.
MORE
  • Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.

  • Past performance is no guarantee of future results.

more