Posts Tagged ‘income’

The Power of Income Notes in an Investment Portfolio

For me as head of Carrick Wealth’s Investment Strategy, it is really satisfying when a key building block in our portfolio construction performs as planned during a market selloff. This building block is called an income note which is a subset of the broader category of structured notes. Historically used by ultra-high-net-worth individuals and family…

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Q&A with Anthony Palmer CA (SA) – Equities versus Fixed Income

In these uncertain times, many people are anxious about the markets and wrestle with deciding what their best investment options may be, especially when it comes to a choice between equities and income funds. Anthony Palmer, Director: Corporate and Client Solutions at Carrick Wealth, shares with us his views on the issue. It should, however,…

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