dividend

Dividend investors are bracing for potential fallout from Section 899, a provision in Donald Trump’s proposed One Big, Beautiful Bill Act that could sharply raise US withholding taxes on dividends and interest income.

Standardized tax recovery processes often miss non-routine events, such as spin-offs. The Vivendi case highlights why fund managers should actively review all forms of cross-border withholding tax exposure.

The underweighting of expensive U.S. growth stocks is playing into the hands of dividend strategies. Investors are once again showing interest in boring companies with stable dividends.

The superior performance of growth stocks, exposure to companies that are often below average on sustainability and the big impact the corona pandemic had on seemingly certain dividends has made dividend funds unpopular among investors. However, with the rotation towards value stocks under way, there is hope for a revival for income-oriented equity funds.

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.