The sluggishness of the economy, compounded by rising interest rates and slow disinflation, means the risk investors need to take to earn regular income from an investment portfolio can vary greatly. Right now, it feels like the tide is high and investors can earn juicy yields without taking excessive risk.

Of course, it won’t always be like this and you only need to think back a few years to a time when term deposits were near worthless and everyone was forced into riskier asset classes.

As part of Livewire’s Listed Series for 2024, James Marlay hosted a panel featuring Marc Jocum from Global X ETFs and James Diegelman from TMS Capital designed to help investors take advantage of the current environment to set up a portfolio that can deliver sustainable income.

Our guests share their assessment of the environment for income, offer some useful portfolio construction tips and name their go-to ETFs, LICs and LITs for generating income.

Timestamps

0:00 - Introduction
0:33 - The backdrop and opportunity for income investing in 2024
3:15 - Declining real wages
4:04 - Looking at the opportunities across asset class
9:01 - Blending growth and defensive assets to build a reliable income portfolio
12:30 - Pros and Cons of ETFs and LICs
16:25 - James’ four picks for an income portfolio
18:40 - Marc’s four picks for an income portfolio