Inflation or no inflation? The jury is still out
The emergence of inflation is particularly hotly debated at the moment. Is the current uptick in commodity and other input prices sufficient to cause an inflation surge? Opinions differ widely, as is evident from the views of various asset managers.
‘A high dividend alone is worth nothing’
The dividend yield is often the first thing a manager of a dividend fund looks at when analysing a stock. But not Ludwig Palm, manager of Flossbach von Storch – Dividend fund. His main focus is whether a company is able to increase its dividend in the long term.