Is chasing income 'risky and undisciplined'?
Factor concentration is an issue
Andrew Herberts, head of private client investment management at Thomas Miller Investment
It is almost axiomatic to say that confining oneself to the UK market means ignoring a huge global investment opportunity set. This is as true for income seekers as for any other market participant and as a result, interest in global income is growing.
However, the attraction lies not in the income generation per se, but in how the income requirement forces fund managers to develop disciplined investment processes with valuation at their heart. ...
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