Episode Details

Andrew Kohl, a Portfolio Manager with Aberdeen Investments — part of the team running the firm's Total Dynamic Dividend and Global Dynamic Dividend funds — says dividend-paying stocks are not immune from tariff concerns, and while investors often pick them for the income and don't want to make too many changes, it's important to to watch how the underlying business will be impacted by current conditions. Kohl says his portfolios have tilted toward international investments  this year, noting that foreign markets have outperformed the U.S. since "Liberation Day." He also discusses two of his favorite dividend stocks, offers a guess as to why one of the funds has seen its discount narrow while the other has not, and more.