SPDV - Multi-Asset Income In A New Regime

2025-04-04 23:45:00 ET

Summary

• Generating income is often in front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so.
• When we saw bond yields languishing towards the historical end of their ranges, it was important for investors that wanted a compelling level of income to be able to look much further afield.
• Taking a multi-asset approach to income investing can provide a really interesting opportunity for investors because it enables them to capture that growth alongside the income that they want to generate.

By Karen Watkin, CFA & Fahd Malik

Transcript

Karen Watkin: Generating income is often in front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so. So taking a flexible approach to income investing is critical....

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