The Return of Value 🌍💰: Global Dividends and the Next Big Shift

In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies.

With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into:

🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth

💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds

🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China

⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition

🤖 AI meets value — why artificial intelligence is no longer just a growth story

🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies

💰 Jeff’s best buy idea — his top conviction call in the current market environment

This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth.

🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond.

⚠️ Disclaimer:

This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025).

📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au

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