In the mid week edition of the Morning Mail, Philip Anglin discusses current market conditions with Evans and Partners senior investment adviser Mark Summers.
Mark talks about the importance of the income component of portfolios. The interest rate futures market has now priced in a 100% likelihood of a 25 basis point cut in November, which will thereby focus clients’ attention on maintaining / increasing the level of income from their portfolio.
Mark suggests clients compare the forecast cash yield on their portfolios today to 1 July 2011, as most portfolios cash yield has increased following the recent reporting / dividend season. Mark discusses specific stock ideas with attractive yields, which we recommend you discuss with your adviser.
