A Checklist for Income Investors

It's easy to be tempted by a high current headline yield. However, that may not be in the income investors' best interests

Richard Whitehall 15 September, 2017 | 8:07AM

 

Richard Whitehall: The last 10 years have seen increased demand for products and solutions to generate income from savings. This has been driven by many factors, including increased pension flexibility, which has removed the anchor to annuities; long-term demographic changes, which increased the number of retirees and increased the time over which their investments need to provide income; and highly accommodative monetary policy, which has reduced interest rates and meant investors have been seeking income from a broader range of investment products.

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About Author

Richard Whitehall

Richard Whitehall  is a portfolio manager for Morningstar Investment Management

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