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The Dividend Corner: 2Q2026 Review & Outlooks

In periods of rapid market change, discipline can matter more than prediction. This quarter’s Dividend Corner examines the tensions beneath a market defined by competing narratives—new index highs alongside deteriorating internals, and genuine AI-driven transformation alongside valuations that require it to stay on schedule. 

The Evolution of Dividend Growth Investing in the ETF Era

As advisors continue to refine portfolio construction and implementation, active ETFs have become an increasingly valuable tool for delivering investment strategies in a tax-aware, transparent, and scalable way. In this guest article for Advisor Perspectives, Bahl & Gaynor CEO Robert Groenke discusses how evolving advisor and client preferences have shaped the firm’s approach to dividend growth investing and why the ETF structure has become a natural extension of its long-standing investment philosophy.

2Q2026 Investor Letter

The market in 2Q2026 has been less defined by a single narrative than by the collision of several competing ones: new index highs alongside deteriorating internals, strong corporate earnings accompanied by an unsettled interest rate complex, genuine technological transformation alongside valuations that require that transformation to proceed on a very specific schedule.

The Dividend Corner: 2Q2026 Mid-Quarter Update

In periods of rapid market change, discipline can matter more than prediction.

In this quarter’s Dividend Corner, we discuss how the rapid shift in market sentiment following the Iran conflict has influenced financial conditions, factor performance, and investor behavior across equity markets. 

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