The Dividend Corner
The Dividend Corner, a podcast dedicated to providing mid-market updates and key trends impacting financial Investments by our host, Nick Puncer, Portfolio Manager & member of the Bahl & Gaynor Investment Committee. These updates will provide insights into our unique dividend growth investment approach, along with trends in macroeconomic shifts, and the impact on investments. Expert perspectives will take place through each episode, with in-depth conversations brought by the Bahl & Gaynor investment team.
Episodes
Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Today is Thursday, May 15, 2025, so we are halfway through the second quarter, and we wanted to provide investors with our thoughts about the year so far and our outlook.
Markets have regained a meaningful portion of what was lost in the volatile drawdown experienced after “Liberation Day.” This advance has come via a combination of the p...
Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Welcome to our second episode of The Dividend Corner, following our inaugural episode, which was our mid-quarter update. Today is Monday, March 31, 2025, and we will discuss the first quarter including the current growth scare, Bahl & Gaynor’s positioning, and our outlook.
Since our mid-quarter update, domestic equity markets have rem...
Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Today is Friday, March 7, 2025, so we are more than 2/3 of the way through the first quarter, and we wanted to provide investors with our thoughts about the year to date and outlook.
The quarter started with optimism regarding economic growth, which is understandable given the strong economic profile of the last two years and the subs...
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