PA Video Insight: Are financials the future for income seekers?

Added 17th October 2016

Capital ratios for US financials are in the best shape they have been since the late 1930s, with the sector looking a good value play with yield opportunities, according to BNY manager John Bailer.

Bailer, who runs US dividend portfolios at The Boston Company, says he has around 29% financials exposure in his portfolios, with his holdings in this sector yielding around 3.4%.

He believes US financials are cheap, are subject to positive estimate revisions, and have taken the right level of self-help action in terms of cost cutting since the financial crisis.

In this video, he also talks about how monetary policy has run its course, with fiscal policy set to take up the slack, regardless of who wins the US election.

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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