×
×
×
×
×

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.
  

Dividend Strategy 1Q22 Update: Why Dividend Growers Are the Place to Be

February 23, 2022

 

Michael Clarfeld joins Corey Hardie to discuss how three key attributes for dividend payers — downside protection, current income and growth — are critical for markets facing inflation, rising interest rates and pressure on earnings multiples. He also highlights how the market’s skew to higher-multiple stocks with lower cyclical exposure looks vulnerable as liquidity is reduced to battle inflation.

 

Related Perspectives

Midyear Outlook: What Wall of Worry?
The AOR team offers a bullish view for the second half of 2026, with a strengthening economy and robust earnings offsetting an energy shock and a hawkish Fed.
Navigating Disruption via Infrastructure and Value
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
Investing through Disruption Across Infrastructure and Improving Companies
Portfolio Managers Shane Hurst and Grace Su discuss how global infrastructure companies and those undergoing fundamental improvement can help investors navigate an increasingly disruptive environment.
Mike Clarfeld Talks Dividends and Hard Assets on WealthTrack
Mike Clarfeld outlines why focusing on dividends, diversification and high-quality, hard asset/low obsolescence (HALO) companies can uncover value in the current environment.
Dividend Strategy 1Q26 Update
Portfolio Manager Mike Clarfeld breaks down portfolio performance in the first quarter, highlighting how diversification drove relative outperformance, outlining key positioning moves and sharing his outlook for dividend stocks in a volatile market.
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.

more