PA Video Insights: Income investors battle all manner of headwinds

For income investors, which is the chicken and which is the egg out of weak macros or poor company fundamentals?

Income is one of the holy trinity – along with capital growth and capital preservation – that investors almost demand as a hygiene factor from their wealth managers.

The fund managers they go to for this much-needed income face weak economies that are unlikely to change soon and companies that have their own calls on their cashflow, with dividends one of many calls.

We spoke to a number of specialist income managers to get their opinion of how to work through these two challenges.

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