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Equities

Dividend growth: Focus on fundamentals in 2023

David S. Park
Portfolio Manager
David A. Chalupnik
Head of U.S. Active Equities Portfolio Management
Forest area

As the macroeconomic forces of inflationary pressures, tighter monetary policy and slowing global economic growth squeeze corporate earnings, investors need to sharpen their focus on company fundamentals. We expect global equity markets to be choppy but range-bound during the first half of 2023, but within this environment we see opportunities for good stock pickers to identify value in global large cap equities. In particular, dividend growth-oriented companies may represent a timely equity allocation in 2023 and beyond. Companies with a rising dividend policy not only provide protection against ongoing inflation and market volatility, but also offer the potential for attractive long-term total returns.

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