Investec AM's Stopford: Why I am looking to international earners and infrastructure for yield

UK income hunters face headwinds of historical proportions: 10-year gilt yields hit an all-time low of 0.5% on 12 August, accompanied by a similarly record-breaking feat from sterling corporate bonds of 2.3%.

With markets pricing over 56 months until the next BoE rate hike and mounting structural drivers of income demand, such as an ageing population and longer retirements, the challenge of finding sustainable yield is likely to be a long-term theme.  Industry Voice: Income opportunities in UK equities The FTSE 100 yields a little over 3.5%, attractive relative to other global indices and alternative domestic assets. Yield-orientated equity counters are a popular solution, however, it is important to take a bottom-up approach to security selection to avoid potential minefields. Based on...