Converting cash sums into monthly pay cheques: rational income investing in a post-QE environment

This is the 2021 version of our authoritative white paper that analyses the numbers behind investing for reliable income when interest rates, gilt yields and annuities are at record lows. It compares low cost index investing with the traditional 60/40 portfolio model and investment trusts. I addition it runs the numbers analysing the different outcomes from income investing and total return strategies, focusing on the needs of the retail investor

AUTHORS: Doug Brodie, Jim Harrison & Chris Vaughan