A total return approach to taking distributions from a portfolio gives stability and flexibility – and it also allows for wider exposure to attractive asset classes.
The Covid-19 crisis is having a profound impact on economic growth. Many businesses in the most affected sectors such as tourism, hospitality, aviation and retail have seen meaningful volatility in their share prices and have cut or suspended dividend payments to preserve their cash reserves and protect the viability of their businesses.
For charities following a traditional income approach to investment, 2020 will have felt particularly challenging. Income is expected to decline dramatically over the year, with dividend futures suggesting that UK and global equity income may fall by –40% and –15% respectively. This is causing a budgetary headache in many charity boardrooms. So what can be done?
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