In Episode 252 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris, Senior Vice President and Senior Portfolio Manager at Federated Hermes in Pittsburgh. Daniel is also the author of three books that together explore the intellectual underpinnings of modern portfolio allocation, with a particular focus on dividend investing, why it’s fallen out of favor with investors over the last 30 years, and why dividend-paying securities are positioned to outperform some of their more growth-oriented, cashless competitors in the next 30.

While our recent episodes with Tony Greer and Jeff Currie also focus on the rotation from growth stocks to value stocks, those conversations are industry-specific, namely, they focus on commodities and industrial resources. Conversely, the objective of today’s conversation with Daniel is to narrow that focus to companies that pay some portion of their profits to shareholders, irrespective of industry.

The goal of today’s episode is to help you reimagine what is possible for your portfolios and how to manage them in a stagflationary global economy characterized by rising risk rates and persistently higher levels of financial volatility.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 05/23/2022

The Revenge of Risk Rates & the Return o...