The Futures Role of Commodities in Dividend Growth

Dividends are still very important. One of the ways to increase shareholder value in addition to stock buybacks. The energy sector is still at the top of the list or at least one or two for us. And then if you take a look about base metals, if one believes that we're going to need a new electrical grid system,. New infrastructure, new ports, new ships, and a whole new data warehouse theme as generative AI continues to become more commercialized  and applied.