Sustainability is key for multi-asset income, says PA webinar panel

'5% no longer the norm'

clock • 2 min read

Advisers and their clients are "acclimatising" to multi-asset income strategies but need to realise a 5% yield is no longer the norm, according to the panellists on a Professional Adviser live webinar.

Entitled Is it time to reassess your approach to multi-asset? - which you can view here - the webinar features Columbia Threadneedle Investment portfolio manager Maya Bhandari, Shane Balkham, head of research & portfolio construction at advice network The Beaufort Group and Square Mile head of client relationships Diane Earnshaw. It is chaired by PA editor Julian Marr. All three panellists agree consistency and sustainability of any income generated by a multi-asset strategy is essential, with Bhandari adding: "For our multi-asset income funds, we're talking about 3% to 3.5% yields on a ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

How quality investing behaves through the cycle

How quality investing behaves through the cycle

Resilience when it matters more

Joseph Stephens and Laura Neill
clock 14 September 2026 • 4 min read
Why portfolios need to evolve, not revolve when it comes to client outcomes

Why portfolios need to evolve, not revolve when it comes to client outcomes

'As market structures evolve, so must portfolio construction'

Ed Senior
clock 11 September 2026 • 4 min read
What does 'quality' investing actually mean?

What does 'quality' investing actually mean?

Why persistence is the real test

Joseph Stephens and Laura Neill
clock 11 September 2026 • 4 min read