Sustainability is key for multi-asset income, says PA webinar panel

'5% no longer the norm'

clock • 2 min read

Advisers and their clients are "acclimatising" to multi-asset income strategies but need to realise a 5% yield is no longer the norm, according to the panellists on a Professional Adviser live webinar.

Entitled Is it time to reassess your approach to multi-asset? - which you can view here - the webinar features Columbia Threadneedle Investment portfolio manager Maya Bhandari, Shane Balkham, head of research & portfolio construction at advice network The Beaufort Group and Square Mile head of client relationships Diane Earnshaw. It is chaired by PA editor Julian Marr. All three panellists agree consistency and sustainability of any income generated by a multi-asset strategy is essential, with Bhandari adding: "For our multi-asset income funds, we're talking about 3% to 3.5% yields on a ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA outlines final CCI ruling timeline as it brings out second consultation

FCA outlines final CCI ruling timeline as it brings out second consultation

'Detailed engagement' to continue

Eve Maddock-Jones
clock 16 April 2025 • 2 min read
Talking with… Rathbones Asset Management's James Thomson

Talking with… Rathbones Asset Management's James Thomson

The series continues as Richard Romer-Lee chats to James Thomson

Richard Romer-Lee
clock 14 April 2025 • 4 min read
Neil Woodford teases 'active strategy' platform launch

Neil Woodford teases 'active strategy' platform launch

Last year's newsletter was first step back into financial services

Cristian Angeloni
clock 14 April 2025 • 2 min read