🎙️ Dividend Stocks vs. Rising Yields | François Savary & Mark Williams – 9 TO 5 Live
Are dividend stocks losing ground — or quietly preparing for a comeback?
In this latest conversation, François Savary (CIO at GENVIL SA) and Mark Williams break down recent market moves, examining the underperformance of dividend stocks, the pressure from rising bond yields, and what current fiscal and macro trends mean for equity investors.
💡 Key takeaways:
- Dividend stocks have lagged the broader market since April
- Rising bond yields challenge their appeal — but sector rotation is underway
- US fiscal uncertainty is weighing on investor sentiment
- NVIDIA’s earnings support continued optimism for the AI & tech space
- Economic indicators like non-farm payrolls remain essential to watch
The dividend vs. bond debate is heating up — this episode offers timely insights for navigating both.
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
