The growing number of tech companies paying dividends could change the complexion of dividend growth strategies away from financials and other slower-growing companies.
In this latest Schroders quarterly roundup for Talking Point, Simoney Kyriakou, editor, and Ima Jackson-Obot, deputy features editor at FT Adviser, look back over the past three months at what the big topics were and discuss the impact of events on investors and their financial advisers.
In September, we looked at equity income and dividend investing, how tech stock dividends could change income investing strategies and the outlook for this investment sector.
Mega-stocks, the likes of Alphabet, Meta Platforms, and Salesforce announced their first-ever dividend payouts this year, joining a growing number of smaller tech stocks that are now rewarding investors with payments.
August was all about tech investing and how tech volatility highlighted concerns from investors about artificial intelligence.
Questions have been asked whether we are in the middle of an AI bubble or if the circumstances surrounding the rise of this booming technology is very different to that of the dotcom bubble?
In July, we looked at how regulation was driving change in private markets, how long-term asset funds work and the role of private assets in a portfolio.
Kyriakou and Jackson-Obot also looked ahead at future Talking Point topics.
Please click on the link above to watch the video.
ima.jacksonobot@ft.com
