Finding sustainable income in an investment world turned upside down
In a world where income is increasingly scarce, investors—particularly retirees—are faced with the challenge of how to earn a sustainable income without placing capital at risk. Traditional ‘high yield’ assets and equity sectors are expensive, both historically and compared with the relevant overall market. In our view, the risk of reversal is high. As a result, we believe that careful selection of stocks is required, based on in-depth research and focused on sustainability of dividends, rather than following the herd into crowded trades.