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Income solutions: seeking stable returns throughout the economic cycle
Income Investing
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Data has shown that companies that pay dividends and grow their dividends tend to outperform the broader market over the longer term1.
Income stocks look cheap compared to the overall market. With elevated economic uncertainty the market should focus back on dividends as the main contributor to total returns.
The Bank of England and European Central Bank started cutting rates in the summer of 2024. We think the US Federal Reserve will follow later in the year. In this environment, income-paying investments should benefit from lower borrowing costs and increased liquidity, potentially outperforming growth-oriented investments.
1 Source: abrdn, Factset. Data from 31/12/2002 to 31/12/2022.
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The power of income investing
Discover the power of income-generating assets, which strengthen client portfolios throughout various economic cycles.
The Emerging Market Equities Podcast
Matt Williams is back with Nick Robinson to talk all things income investing in emerging markets. Discussing his recent trip to South America, biggest learnings and optimism in this investment landscape.
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We follow the cashflow to identify healthy and profitable businesses, aiming to deliver a premium and growing income stream across various market environments.
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With a global focus, we seek to deliver a premium and stable annualised dividend yield of c.5-7%, while long-term investments offer capital appreciation opportunities.
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Through this innovative solution, we pursue the best opportunities for delivering compelling returns and income while delivering on our climate objectives.
Short Dated Enhanced Income Fund
We strive to achieve a blend of income and growth while also seeking to maintain liquidity and protect capital by investing in bonds with maturities of up to five years.