Bloomberg Surveillance · Thursday, September 3, 2026
David Bonson argues that dividend growth is "as alive as ever, but it is more selective" and opportunistic. He believes that with more S&P companies not growing or paying dividends, those that do are even more special, particularly for companies not directly involved in AI.
“No, I think dividend growth is as alive as ever, but it is more selective. It is more opportunistic. And when the overall population, Tom, is less participating, it puts a premium in the value of those who are doing it. I think that the greater number of S & P companies that either don't grow or don't pay a dividend makes those who do even more special.”