“This is an environment where scale matters and where the strong are getting stronger.”
Each quarter, Richard Sherry, CFA Portfolio Manager and Senior Research Analyst provides an update on the performance of the Global Dividend Yield strategy and shares his market outlook. Listen to his most recent episode where Rich recaps market activity during 2Q 2024, with a particular focus on:
- The main market drivers – stocks with direct AI exposure and AI related exposure
- Primary contributors and detractors to the Global Dividend Yield strategy performance
- The effects of high interest rates on the strategy
For more insights, read our 2Q 2024 Commentary or subscribe to KayneCast where we provide the latest updates from the KAR Investment Team on our investment strategies.
Kaynecast is available on Apple Podcasts and Spotify.
