About this episode

Amber Kanwar interviews Amritha Kasturirangan about navigating dividend growth investing amidst geopolitical tensions and market shifts.

Dividend growth is supposed to be the safe corner of the market — but what happens when geopolitics, inflation shocks, and an evolving AI trade collide all at once? In this episode of In the Money with Amber Kanwar , Amber sits down with Amritha Kasturirangan, Co-Lead Portfolio Manager of the Franklin U.S. Rising Dividends Fund at Franklin Templeton, to break down how she’s navigating markets in a time of war. Running a $30 billion strategy built on dividend growth, she explains why she’s not chasing yield — but instead using consistent dividend growth as a signal of resilient, high-quality businesses that can hold up through uncertainty. The conversation dives into how the market narrative has shifted from early-year optimism to geopolitical anxiety, and what that means for investors. Amritha walks through her framework for thinking about the Iran conflict, why she believes markets may be overpricing worst-case scenarios in private credit, and how the AI trade is evolving beyond mega-cap tech into real-world productivity gains. She highlights companies like Walmart (WMT) and Goldman Sachs (GS) as examples of how AI is moving beyond infrastructure into productivity — a shift she…

People in this episode

Host: Amber Kanwar

Guest: Amritha Kasturirangan

Topics covered

• dividend growth
• geopolitics
• inflation
• AI trade
• market analysis
• long-term investing

Keywords

• dividend growth
• geopolitics
• inflation
• AI
• long-term investing
• market strategy
• Walmart
• Goldman Sachs
• Microsoft

Mentioned in this episode

Organizations: Franklin Templeton, Walmart, Goldman Sachs, Microsoft

Places: Iran

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