Where have all the dividends gone?

Nick Kirrage, co-head of the value team, and Sean Markowicz, part of the research and analytics team, chatted with us about the future of dividends and buybacks.

With so many investors reliant on dividends to boost their income or support their retirement we wanted to get to the bottom of what's happening now, whether investors should be concerned and how dividends might look in the future.

RUNNING ORDER:

Part 1:

02:20 – what is a dividend?

04:00 – Are the recent cuts to dividends unprecedented?

06:00 – What impact do dividend cuts have on investors' income?

Part 2:

09:20 - What is a share buyback?

10:20 – How have buybacks affected stock market performance?

11:20 – How were companies affording buybacks?

12:20 – Which sectors have been most affected by the cut in buybacks?

15:00 – What is the controversy around share buybacks?

Part 3:

16:50 – What can we expect from dividends going forward?

19:40 – Should dividend cuts change the way you view an investment?

21:01 – Where will the demand for equities come from with buybacks being cut?

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