Hear the latest episode of The Dividend Corner, which features Bahl & Gaynor’s Investment Committee members Nick Puncer and Pete Kwiatkowski, Chief Investment Officer.
In this episode, they cover today’s concentrated, high-valuation environment, the firm’s long-standing focus on downside protection, and how dividend growth investing can help clients stay invested through volatility.
View the highlighted chapters below to see what is featured throughout this episode:
- Introduction
- The Importance of Risk Management
- Market Concentration and Valuation Trends
- Investing Amid Technological Disruption
- Understanding the Fundamental Impact of Tariffs
- Fiscal Policy and Impact of OBBBA
- Bahl & Gaynor Approach to Artificial Intelligence Exposure
- Potential Opportunities in Small & Mid Cap Dividend Companies
- Outlook
Listen on your preferred podcast platform, or stream directly below: