Robert Stephens, CFA

2 tobacco stocks offering sustainable dividends

2 tobacco stocks offering sustainable dividends

2 mins. to read

The tobacco industry faces tighter regulation and increasingly health-conscious consumers. However, it continues to offer a highly sustainable source of income for the long term. The potential for a rising absolute number of smokers across the world, pricing power and defensive characteristics mean that it is likely to remain a haven for income investors in…

2 unlikely turnaround stocks

2 unlikely turnaround stocks

2 mins. to read

The outlook for the supermarket sector continues to be challenging. Inflation has moved ahead of wage growth and this could cause a squeeze on real disposable incomes. The effect of this on shopping habits could be negative, with shoppers likely to become increasingly price-conscious. Supermarkets may be left with a choice as to whether lower…

Are alternative investments the perfect complement to shares?

Are alternative investments the perfect complement to shares?

2 mins. to read

While shares generally make up the bulk of most people’s investment portfolios, some investors may be tempted by alternative assets. They could include items such as rare stamps, classic cars or fine wines, for example. As well as offering diversity, such assets could deliver high returns in the long run. For example, over the last…

Is it time to turn to cyclicals for income?

Is it time to turn to cyclicals for income?

2 mins. to read

With inflation moving back up to 2.9% in August, obtaining a real return may become more difficult for investors. Certainly, there are a number of popular income shares which are likely to offer income returns in excess of inflation. However, they may become more in-demand if inflation keeps rising, and this may cause their yields…

3 utility companies offering low-risk routes to income

3 utility companies offering low-risk routes to income

2 mins. to read

Defensive stocks such as utility companies could become more popular over the medium term. Instability in North Korea may escalate in the coming months, and this may create an increasingly risk-off attitude among investors. Higher inflation may also cause utility stocks to become more popular, with their high yields and bright dividend growth prospects having…

Why the property sector could be boom or bust for investors

Why the property sector could be boom or bust for investors

2 mins. to read

The UK property sector offers a significant investment opportunity for the long term. There is a fundamental lack of supply of housing, while demand remains high. Population growth is forecast to significantly exceed the number of new homes built over the next decade, so this situation is unlikely to change. However, within the UK property…

Will an ISA help you retire faster than a pension?

Will an ISA help you retire faster than a pension?

2 mins. to read

The world of pensions can be a minefield. There is a wide range of options available to individuals, with different tax implications and flexibility in the long run. However, two of the most common investment vehicles for retirement are ISAs and pensions. Which one will help you reach retirement the fastest? Tax advantages One of…

Two emerging-markets stocks delivering rapid dividend growth

Two emerging-markets stocks delivering rapid dividend growth

2 mins. to read

Dividend growth has become a much more important issue for many investors now that inflation has risen from 0.5% to 2.6% in the last year. The problem, though, is finding companies with high and reliable dividend growth rates. UK-focused companies come with additional uncertainty surrounding Brexit, for example, which means international stocks may be a…

How to bag a 5% yield from REITs

How to bag a 5% yield from REITs

2 mins. to read

The UK retail sector faces a highly uncertain future. A weaker pound has pushed inflation gradually higher over the last year. It is now 60 basis points higher than the rate of wage growth. Therefore, consumer spending is likely to come under a degree of pressure. Alongside this, the scope for an interest rate rise…