The Nuveen Equities Investment Council

It's an ideal time to reassess the benefits of dividend growth investing.

Following a broad third-quarter rally, global equity markets generally struggled in the fourth quarter. Investors weighed the prospect of fewer rate cuts by the U.S. Federal Reserve and potentially inflationary policies under the incoming Trump administration against the earnings growth ability of technology stocks and expectations for lower corporate taxes and looser regulations in a politically transformed Washington, D.C.

A look at how a yield-at-cost perspective is a more helpful framework for determining portfolio success than simply looking at current yield.