2009 Due Diligence Forum

Equity investing for regular, high income with low volatility
 

Category

Taking Stock - Equities - Country/Region

Company

Denning Pryce / Zurich

Research Paper

After years of high investment returns and now as we go through one of the nastiest bear markets on record, risk management has resurfaced as a primary concern. The current market landscape has changed - low interest rates, modest government bonds yields and an unclear outlook for equity and property markets. What hasn't changed is a need for reliable income streams. This research paper examines investors' options in the wake of the failure of so-called conservative and high yielding products? It examines these issues with the focus being on how equity income funds can offer an investor’s portfolio consistent and stable income at volatility levels substantially lower than the market.

Presentation

Patrick Noble, Investment Specialist, Zurich Financial Services