Episode 84: Infrastructure for Insurers - A Deep Dive with Macquarie Asset Management

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley dives into the critical role of dividend strategies in today’s equity markets. With a focus on high dividend yield and growth, the conversation explores how dividends contribute significantly to total return, provide risk management, and offer a hedge against inflation—key considerations for insurance investors.

Discover insights on identifying quality companies with sustainable and growing dividends, breaking down the metrics that matter, such as profitability, payout ratios, and historical growth. The discussion also highlights a unique approach to sector diversification, targeting opportunities in non-traditional sectors like technology and healthcare, while maintaining a strong emphasis on quality and customization.

For insurance CIOs, the episode covers tailoring dividend strategies to meet specific constraints, including tax planning, gain/loss management, and sector weightings. Tune in for an engaging discussion packed with actionable insights for enhancing income and stability in equity portfolios.