While companies around the world cut, suspend and/or defer dividends, Newton’s head of equity income, Ilga Haubelt remains confident about income investing. Here, she and BNY Mellon Investment Management chief economist Shamik Dhar discuss their thoughts on dividend cuts and what implications it could have for the future.
Earlier this month, BNY Mellon Investment Management’s chief economist Shamik Dhar spoke with Newton Real Return investment leader Suzanne Hutchins to get her take on central banks’ responses to the Covid-19 crisis and how investors can best navigate towards a post-pandemic world.
Investors in global equities have endured a bumpy ride since the start of the year as sell-off gave way to partial recovery amid bouts of ongoing volatility. Here ,Walter Scott fund manager Roy Leckie and BNY Mellon Investment Management chief economist Shamik Dhar offer some pointers to the road ahead.