Dividends Don't Lie

This month I’d like to discuss dividends. I’ll highlight a few stats that Swiss Bank UBS put out in a recent riveting 50-page report titled “Safe dividends in times of financial repression.” Before that, though, let’s briefly go over some dividend basics and our team’s recent thinking on dividend payers. I should also point out that Zach writes on one dividend-heavy sector for our managed accounts, real estate, later in this newsletter.