Industry news and views from Panacea and our partners.
Income_
Baillie Gifford: Inflation risks: calibrating multi-asset income investment tactics
Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts.
Baillie Gifford: Actual Income: We need to talk about inflation
When discussing investing, it's hard not to hear concerns surrounding inflation.
Ninety One: How retirement can be enjoyed, not endured
Planning for retirement doesnt have to be stressful or confusing. In our view, there is a three-point checklist that an investor should consider in order to source a sustainable level of income that does not eat into the underlying pot of capital.
Baillie Gifford: A new paradigm in income investing
Does having a growth approach to income deliver better results? James Dow, investment manager for Baillie Giffords Global Income Growth explains why he believes it does. Capital at risk and income not guaranteed.
BNY Mellon: why global income relevant in a challenged world?
With dividend income streams under pressure learn why we think choosing an active equity income strategy makes sense.
BNY Mellon: The income conundrum
Newtons head of equity income Ilga Haubelt has remained confident about income investing during these volatile times.
BNY Mellon: Why invest in global income
Volatile markets continue to host a diverse range of opportunities which have strong appeal to income-hungry investors
Baillie Gifford: The Great Dividend Crisis
Baillie Giffords James Dow argues that dividend investors should avoid traditional high yielding stocks and instead look for the global companies likely to be the providers of the future. Capital at risk.
Baillie Gifford: Casting the Net Wider - Why Income Diversification Pays Time After Time
The Great Depression. The Great Financial Crisis. The current Great Dividend Crisis: enduring financial earthquakes is far from easy but, they serve as great learning opportunities.
Aviva Investors: Where to go in an income drought
Income investors face multiple challenges dividend cuts, historically low yields, rising corporate defaults, and an uncertain property market.
Columbia Threadneedle: Income investors: What to expect in the current environment
Columbia Threadneedle Investments: Income investors: What to expect in the current environment
M&G Webcasts: Richard Woolnough's outlook for 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020.
M&G Investments: Webcast: Are we really at the end of the cycle?
Register for our next webcast with Richard Woolnough, fund manager of the M&G Optimal Income Fund, where he will share his latest macroeconomic thinking and how this is impacting the funds positioning. The webcast is on Tuesday 26th March at 10am.
Schroders: Income and growth - can you have both?
Can you have your cake and eat it? Many investments, including equities, appreciate in value while also generating some income. You can reinvest your income to boost your long-term returns or you can withdraw it leaving less left in the pot.