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Income Investing
Private assets: taking on the income and return challenges of today's market
The traditional asset classes that generated income and returns in the past can no longer be counted on to provide a repeat performance.
Why private assets?
- Traditional asset classes are yielding less while remarkably being more volatile. As a result, investors have reached for income in riskier asset classes. This could undermine their investment goals, which is why diversification must be at the heart of the decision-making process.
- While there is no silver bullet to address these concerns, there are ways to generate return and income without compromising on quality, volatility, or diversification.
- Expanding the investment universe to include private assets may bolster diversification and address volatility, inflation and interest rate concerns, while delivering desired outcomes.
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Global equities were broadly positive in the second quarter, but the ride wasn’t entirely smooth.
A look at how a yield-at-cost perspective is a more helpful framework for determining portfolio success than simply looking at current yield.
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