– Geopolitical trade shocks in the 2020s force income investors to prioritize dividend stocks with financial resilience, particularly in energy and industrials sectors.
– Energy firms like ExxonMobil and Enterprise Products Partners maintain stable cash flows via fee-based models, contrasting tech giants Intel and ASML facing trade policy and geopolitical risks.
– Key metrics for dividend safety include payout ratios below 50% and investment-grade credit ratings, exemplified by Kinder Morgan and Canadian Natural Resources.
– Strategic hedging through diversified ETFs and sector allocation is recommended to mitigate currency and geopolitical risks amid ongoing tariff uncertainties.