Aberdeen's Kohl: Dividends offer some certainty amid tariff uncertainty episode artwork

EPISODE · May 9, 2025 · 11 MIN

Aberdeen's Kohl: Dividends offer some certainty amid tariff uncertainty

from The NAVigator

Andrew Kohl, a Portfolio Manager with Aberdeen Investments — part of the team running the firm's Total Dynamic Dividend and Global Dynamic Dividend funds — says dividend-paying stocks are not immune from tariff concerns, and while investors often pick them for the income and don't want to make too many changes, it's important to to watch how the underlying business will be impacted by current conditions. Kohl says his portfolios have tilted toward international investments  this year, noting that foreign markets have outperformed the U.S. since "Liberation Day." He also discusses two of his favorite dividend stocks, offers a guess as to why one of the funds has seen its discount narrow while the other has not, and more.

NOW PLAYING

Aberdeen's Kohl: Dividends offer some certainty amid tariff uncertainty

0:00 11:45

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The NAVigator?

This episode is 11 minutes long.

When was this The NAVigator episode published?

This episode was published on May 9, 2025.

What is this episode about?

Andrew Kohl, a Portfolio Manager with Aberdeen Investments — part of the team running the firm's Total Dynamic Dividend and Global Dynamic Dividend funds — says dividend-paying stocks are not immune from tariff concerns, and while investors often...

Can I download this The NAVigator episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!