Finding dividend certainty in uncertain times

Three stocks to deliver growth

clock • 4 min read

Perhaps the biggest debate in the financial columns is whether we are entering – or already in – a recession. There are logical arguments and evidence on all sides. For instance, we are well into US Treasury yield curve inversion – a classic recessionary indicator.

It seems investors can only really be certain of one thing: uncertainty remains. But uncertainty is different from risk. In terms of equity investing, risk is the probability of negative outcomes occurring over the long term, while uncertainty refers to the likelihood of negative share price movements in the short term. Higher inflation forces BoE to pursue rate rise in face of banking crisis What should matter most to long-term investors is not uncertainty, but managing risk. Cash generative businesses with unique competitive advantages and robust balance sheets naturally have ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Deep Dive: US equities may not have peaked but do require greater selectivity

Deep Dive: US equities may not have peaked but do require greater selectivity

Amid equity rebalancing

Linus Uhlig
clock 13 June 2025 • 4 min read
Partner Insight: Robeco Emerging Markets Equities strategy - Targeting alpha in a new world of growth

Partner Insight: Robeco Emerging Markets Equities strategy - Targeting alpha in a new world of growth

Jan de Bruijn, Director, Emerging Market Equities, Robeco
clock 06 June 2025 • 5 min read
Nedgroup Investments' Rob Burdett: It is time to move underweight equities

Nedgroup Investments' Rob Burdett: It is time to move underweight equities

Reducing exposure

Rob Burdett
clock 03 June 2025 • 2 min read
Trustpilot