Higher Income

How will it fit in portfolios?

Following Investment Week's recent fixed income briefing in Edinburgh, three speakers from the event reveal how they are navigating the post-Brexit environment and where the best opportunities are this year.

James Harries is increasing exposure to oil and gas stocks in his Newton Global Higher Income fund, having compared the investment opportunities in the sector to those in the mining industry a few years ago.

News that the UK's best known fund manager Neil Woodford is leaving Invesco Perpetual after 25 years has caused leading fund brokers to suspend their ratings of his portfolios.

Ecclesiastical's group CEO Michael Tripp will retire this year after six years at the firm.

Income investors have endured a lot of headwinds in 2011, but as we approach a new year, Cazenove's Income fund manager Matt Hudson said a number of sectors still face challenges.

The search for income has become increasingly difficult in a world of slashed dividends and low interest rates. However, Gary Potter, co-manager of the Thames River multi-manager range, has been looking for alternative sources of income less correlated...

Fund managers in the US equity income space are favouring stocks in the consumer sector despite slower consumer spending seen in the past month.

BP saw profits soar in the third quarter as it prepares to sell off a further $15bn worth of assets, and the CEO pledges to boost the oil major's dividend and increase share buybacks.

Higher Income manager ditches number of long-term higher yielding stocks for lower-yielding names with better upside opportunities.