This article is part of
Global Opportunities - November 2016
This doesn’t change the picture when it comes to the relative attraction of equities over bonds and property. But it does highlight the increasing (and often overlooked) importance of diversification, protecting the investor in the case of an individual company cutting its dividend.
Equities may be the choice for income right now, but diversification is key.
Julian Lewis is chief investment officer at Cavendish Asset Management
A global outlook is essential after this year’s tumultuous events
Investors on hunt for sustainable income
Looking further afield for income
Equities hold firm after surprise Trump victory
Abe’s ‘arrows’ hit home as corporates begin paying out
Short-term trauma for UK equities but long view is robust
The US is fast becoming a standout income market
Winds of change beginning to blow on fiscal policies
Shrinking universe for income seekers
Asian fixed income could offer alternative to low-yielding bonds
