JPMorgan says it's time to buy these unloved safe stocks that pay dividends

JPMorgan Asset Management argues that investors should buy unloved, dividend-rich, low-volatility stocks in the U.S. and Europe, sectors including consumer staples, healthcare, utilities, insurance, and industrials. The strategy aims to benefit as bond yields stabilize and the market navigates macro uncertainty. The note cites a negative year-to-date performance for low-volatility stocks amid rising yields but notes a rebound if yields ease. Highlights include Coca-Cola, with a 2.6% dividend and raised guidance for 2026, and Rollins, both cited as potential overweight picks. JPMorgan’s strategist expects a multi- scenario environment, where the low-volatility trade could resume strength as yields drift lower in the medium term, offering attractive entry points from a historical weakness.