How Can Income Investors Tackle Higher Inflation

Sticky inflation driven by Middle East oil disruptions requires income investors to diversify beyond government bonds into high-quality dividends and inflation-linked alternatives.

Key Takeaways

• 1.Income investors should diversify across fixed income, equity income strategies, and alternatives to protect against sticky inflation.
• 2.Lock in yields in high-grade government and investment-grade corporate bonds up to the 10-year point in USD, EUR, and GBP.
• 3.Dividend strategies in Switzerland and Southeast Asia, combined with option-selling, offer resilient income streams.

Table of Contents

• Key message
• 01 Diversified fixed income can enhance yields and spread risks.
• 02 Investors can also consider equity income approaches.
• 03 Longer-term investors may consider exposure to alternatives.
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