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Latest - Income Zone

  • Inflation the biggest risk for investors?

    16 November 2016

    Investment company fund managers see the threat of inflation as the biggest risk to equity portfolios and are positioning accordingly, according to the Association of Investment Companies (AIC). The AIC collated comments from a number of managers on topical issues, reported below. A new US President Hamish Baillie, Co-manager of Ruffer Investment Company said:...

  • Will triple-lock income promise be broken in Autumn Statement?

    14 November 2016

    As the Work and Pensions Select Committee urges government to scrap the state pension triple-lock, could it now be in danger from the Autumn Statement? AJ Bell senior analyst Tom Selby comments. While policymakers were never clear about the exact aim of the triple-lock, a key consideration in its introduction was the fact pensioner incomes had,...

  • Income: Is Emerging Market debt back on the table?

    1 November 2016

    In the face of low  yields from developed-world government bonds, is emerging market debt once again becoming more attractive? Bryn Jones, fund manager, Rathbone Strategic Bond believes it is. As Western government bond yields creep even lower, investors are starting to eye emerging market debt as a way to boost income. Developing market bonds...

  •  Pay a pension or pay a dividend?

    25 October 2016

    One of the advantages of AIM is that fewer companies have pension fund deficits affecting how they apportion their cash, says Chris Boxall, co-founder of Fundamental Asset Management. A good proportion of cash being generated by many main FTSE market companies is now being redirected to top up growing pension deficits, as opposed to...

  • Woodford launches offshore feeder for Equity Income Fund

    13 October 2016

    Woodford Investment Management is launching an offshore feeder fund for the CF Woodford Equity Income Fund. Available from 13 October 2016, the UCITS fund will enable investors outside the UK to invest in Neil Woodford’s investment strategy. The offshore fund will be domiciled in Ireland and will be available to a range of investors, including wealth...

  • Infrastructure investments – building yield into a portfolio

    5 October 2016

    Infrastructure investment is becoming more attractive as a means to generate yield within a diversified portfolio, argues Architas fund manager Nathan Sweeney Diversification is often talked about but it is even more important at this point in the economic cycle, where we have seen a very strong run from equities and face a period...

  • When a sovereign nation’s rating is downgraded

    4 October 2016

    Following the EU referendum, the UK’s credit rating was downgraded by all three main rating agencies, Standard & Poor’s (S&P), Moody’s, and Fitch. What does that really mean and how important are rating agencies? Ben Wattam, investment manager, Mattioli Woods, looks at the facts. S&P, Moody’s, and Fitch are credit rating agencies, which means...

  • Can the dividend lemon be squeezed any further?

    30 September 2016

    Miton’s David Jane questions dividend sustainability among some of the world’ s best paying companies It has become an almost religious consensus among fund managers that the large, consumer packaged goods companies are such an attractive investment that they now form a key part of many portfolios. But what have been the reasons behind...