• Helm Private Wealth

Investing for Income

Updated: Dec 5, 2019

By Richard Montgomery - Beta Shares - 7 August 2019

According to a Bloomberg report from June 2019, more than 20% (or US$11 trillion worth) of the investment-grade bonds on issue worldwide were trading at negative yields. In other words, investors buying these bonds know that if they hold them to maturity, they will receive cashflows over the life of the bond that are less than what they are paying for the bond today!

While we have not yet reached that point in Australia, interest rates are at record lows after the RBA cut the cash rate in June and again in July 2019. For investors seeking income, this presents a significant challenge. What are your options?

In Part 1 of Investing for income in a low-yield world, we look at opportunities in the cash and fixed income asset class. In Part 2, we will explore the opportunities to earn income from equities.

Click on the link below for the full article.


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