Income

Portfolio Thinking

Unexpected inspiration from Mary Berry for income investors

For the seventh season, Mary Berry has us all glued to our TV screens watching the second (after the Olympics) most important competitive event of the year – the Great British Bake Off (GBBO). Mary has always highlighted the importance of sequencing to producing a good bake; something that income-focused investors should also pay close attention to if they are looking for more certainty around their investment outcomes.

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Portfolio Thinking

Income with a ‘suitability hat’

When looking for income, we know that you face some real challenges in today’s market environment. But balancing the need for income with long-term suitability can result in a thorny dilemma - is it possible to achieve both?

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