Dan Peris

Dan Peris, Senior Portfolio Manager and Head of the Income and Value Group at Federated Hermes, shares his insights on the current dividend equity landscape. He discusses the need for geographic diversification, emphasizing global profit sources. Peris examines the recent Q2 earnings, particularly successes in the utilities sector, and the evolving strategies of U.S. versus non-U.S. companies. The conversation also delves into balancing yield and dividend growth, stressing the importance of fundamental business analysis in today's unpredictable market.

Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, joins Dan Peris, Ed Mills, and Stephanie Roth to discuss the volatile Middle East landscape. They analyze the Iran-Israel military tensions and their potential impact on U.S. diplomacy. The group also delves into the complexities of stock buybacks, critiquing their effectiveness and discussing political dynamics ahead of elections. Additionally, insights on the labor market and improving financial conditions for lower-end consumers reveal a nuanced picture of the economy.