Income Series 2019

This series aims to educate investors about the different 'income' generating asset classes, provide expert views on the 'state of play' in each asset class and demonstrate how they can be combined to create an 'income strategy'.

Income Series 2019
Pete Morrissey

Commercial property isn’t a pure income asset class like cash or fixed interest but it has a few advantages over other forms of income-based investing, starting with the yield. Right now, the APN AREIT Fund, for example, offers a distribution yield of 6.08%, paid monthly. Of course, the associated risk is... Show More

Income Series 2019
Dan Pennell

Global equities are not normally known for high income, with the MSCI World ex Australia providing around a 2 per cent annual dividend yield. However, if one looks more closely, the global universe offers a vast opportunity set to search for sustainable income. This range of opportunities is simply not... Show More

Income Series 2019
Christopher Joye

Australians tend to have a lot of cash, property, and equities. There is not much in between. Hybrids, however, generally pay a healthy regular income on a quarterly basis at a substantial spread above the RBA cash rate. Currently, five-year major bank hybrids are paying about 5% pa, including franking.... Show More

Income Series 2019
Matt Reynolds

Income helps provide a stable source of returns. Capital Group developed the Global High Income Opportunities strategy (GHIO) 20 years ago. Within this strategy, we look to invest in corporate high-yield and emerging market debt, as they usually offer significantly higher yields than developed market sovereign bonds, and the income... Show More

Income Series 2019
David Rogers

Commercial real estate is an income-generating asset class that covers a broad range of property types, including office buildings, shopping centres, warehouses and other specialist properties such as hotels, childcare centres and data centres. As an alternative investment to equities and bonds, investments in commercial real estate assets offer the... Show More