Insights you might have missed last week

Nvidia, Latin America, female leaders, and more 

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

Nvidia’s Dividend Hike Spotlights Dividend Growth Stocks (Morningstar Indexes)

In May, Nvidia told shareholders that it would increase its quarterly payout to $0.25 per share from $0.01 per share.

Does Female Leadership Carry an Investment Return Premium? (STOXX)

The DAX® Women Leadership index has outperformed the DAX® by an annualized 300 basis points since March 2018.

The Case for Asia Private Equity (KKR)

Across Asia, structural shifts in consumption, technology, trade, and corporate governance are expanding the opportunity set for private equity.

Latin America: AI, Energy, and Geopolitics (Principal Asset Management)

Latin America holds a significant share of the world’s critical mineral reserves, yet its full potential in global supply chains has not been realized.

Power Move: Plugging Portfolios into Electricity Demand Trends (Nuveen)

Investments focused on power generation, such as electric utilities and natural gas infrastructure, appear particularly compelling.

What Will the Fed do Ahead of U.S. Midterm Elections? (Deutsche Bank WM)

The continued rise in consumer prices will have multiple effects, beyond the pressure it places on central-bank policy.

The U.S. Housing Market Becomes a More Local Story (PIMCO)

PIMCO assesses how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market.

Total Return Opportunities in Emerging Markets Today (aberdeen Investments)

Emerging markets are often viewed as a source of long-term growth, but this overlooks an important part of the return profile: income.