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Income Investing

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Income Investing approach
Income Insights

The benefits of Income Investing

To meet the different financial goals of a growing number of investors, investing for income has never been more important. In a world of shifting market dynamics and low interest rates, attractive sustainable income is also getting harder to find.

Income has always been recognised as a critical component of most investment portfolios. In addition to generating consistent income streams, the right mix of income strategies can provide investors with the potential for sustainable long-term growth.

By drawing on a diverse range of income sources, from equities and bonds to alternative investments such as real estate and infrastructure, asset managers can enhance portfolio diversification across asset classes and geographies, lowering overall volatility and providing smoother returns for investors.

Reasons to invest in income-generating strategies

  1. Income payouts
    Potential to generate dependable cash payouts while enhancing total return over time
  2. Capital growth potential
    The right blend of income-generating assets provide ample opportunities for long-term growth
  3. Diversification benefits
    Uncorrelated sources of return can deliver important diversification benefits
31 März 2021

David Dudding

Portfolio Manager, Global Equities

Fondsmanager-Interview: Festhalten an einer globalen Ausrichtung

Zu einem Zeitpunkt, zu dem die Volkswirtschaften auf eine Welt nach Covid-19 blicken und Inflationssorgen zunehmen, sprechen wir mit dem Manager der Strategie Global Focus darüber, was 2021 bringen könnte.
Lesezeit - 5 min
19 Februar 2021

Jonathan Crown

Portfolio Manager

Dividendenausblick: Der Kapitalertragsmix ist 2021 entscheidend

Nach einem aus Dividendensicht schwierigen Jahr 2020 ist der Ausblick für 2021 positiv. Viele der Sektoren, die 2020 am stärksten betroffen waren, wie z. B. die Automobilindustrie, dürften eine deutliche Erholung der Dividenden erleben.
Lesezeit - 5 min
12 Februar 2021

Covid-19-Index: Wann kehren wir zur „Normalität“ zurück?

Aus Anlegersicht sind die USA als eine der größten Volkswirtschaften der Welt eine wichtige Region. Während alle Länder versuchen, nach der Corona-Pandemie zur Normalität zurückzukehren, analysieren wir, wann die US-Wirtschaft wieder Fahrt aufnehmen könnte.
Lesezeit - 5 min
18 Januar 2021

Roman Gaiser

Head of High Yield, EMEA

Licht am Ende des Tunnels

Nach der Achterbahnfahrt der europäischen Hochzinsmärkte im Jahr 2020 verspricht das Jahr 2021 mehr Stabilität.
Lesezeit - 4 min
21 Dezember 2020

Adrian Hilton

Head of Global Rates and Emerging Market Debt

Identifizierung attraktiver Alpha-Möglichkeiten bei Schwellenländeranleihen

Die konstante Erholung der Anlageklasse seit dem 2. Quartal war ebenso bemerkenswert wie die anfängliche massive Ausweitung der Kreditaufschläge im März. Die Kreditaufschläge, zu denen ein Großteil der bonitätsstärkeren Papiere aus Schwellenländern (EMs) nun gegenüber US-Staatsanleihen gehandelt wird, bewegen sich in etwa auf dem Niveau vom Jahresanfang.
Lesezeit unter - 6 min
16 Dezember 2020

Gene Tannuzzo

Deputy Global Head of Fixed Income

Fixed Income: Wertpapierauswahl als wichtiger Outperformance-Faktor

Streben Sie nach Erträgen durch Kreditprodukte. Die nachdrückliche Reaktion der US-Notenbank (Fed) auf die Coronavirus-Pandemie hat die Renditen sicherer Schuldtitel nahezu auf null gedrückt und „risikoarme“ Portfolios zunehmend anfällig für zinsbedingte Preisvolatilität gemacht. Unseres Erachtens wird die Fed ihre entgegenkommende Haltung über viele Jahre beibehalten, was einen deutlichen Anstieg der Renditen verhindern könnte. Damit ist jedoch auch nicht garantiert, dass sie sinken werden, und das Risiko erscheint im Hinblick darauf, dass geringe Renditen keinen Schutz vor selbst geringfügig höheren Zinsen bieten, unverhältnismäßig.
Lesezeit unter - 5 min

Why Columbia Threadneedle Investments?

Columbia Threadneedle Investments is a global asset manager with a strong heritage in income investing across both traditional and alternative asset classes. Our specialist teams use tried and tested investment approaches to deliver attractive, sustainable returns for clients.

Why CTI for income segments

Threadneedle Equity Income Strategies

Equities continue to be a popular choice for investors. The broad range of businesses on offer and the familiarity of many of the companies make this market an attractive option for novices and highly sophisticated investors alike. However, in times of crisis, one key area of investor concern is on the ability of companies to pay a dividend.

As equity income investors, we prefer companies that can deliver stable and growing dividends over the medium to long term, and that can do so without compromising their balance sheet, the growth potential of the business or indeed their broader social impact. We believe that this approach will be able to deliver strong risk-adjusted returns for our clients across our wide range of global, regional and single country equity income strategies.

Threadneedle Fixed Income Strategies

Across the range of fixed income markets can be found a wide array of risk and return characteristics, from traditional asset classes of investment grade and high yield credit, through to more specialist areas that include emerging markets, securitised debt and social bonds.

The attraction of each area can change as economic and credit cycles progress. Our portfolio managers therefore pursue a flexible and dynamic allocation approach to enable them to seize investment opportunities as they arise, while minimising downside risks. Our proprietary risk rating system enables analysts to efficiently communicate an issuer’s risk profile and supports rigorous relative value debates that help portfolio managers to determine their final portfolio positions.

Threadneedle Real Estate Strategies

UK real estate remains a compelling asset class for many investors, with its asset-backed rental income currently providing an attractive annual yield of c5%.1 Returns from the asset class are traditionally dominated by income, which in a ‘lower-for-longer’ interest rate environment presents an appealing investment proposition.

Our approach has been built on buying assets that offer high, sustainable income yields, and actively managing those properties to maintain and grow rental income. Our UK Real Estate team is active in all market conditions across the full risk/return spectrum. This gives us visibility on the whole market, with a network of advisers covering all disciplines and locations providing a unique insight into occupational demand patterns, enabling us to track rental trends and identify value.

Threadneedle Multi-Asset Income Strategies

Investment returns from individual asset classes can vary significantly over time, with each asset class offering a different risk and return profile depending on the economic environment. By actively allocating across a mix of assets, the strategies managed by our multi-asset experts provide a ‘one stop shop’ investment solution for investors that can deliver attractive levels of income with less volatility than equities.

At a time where yields across many asset classes are low, our multi-asset income strategies can provide a well-diversified, cost-effective solution for investors seeking a good level of income while keeping volatility in check, irrespective of market conditions.

Literature

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