ICR138: James Mee, Income Investing

My guest for this episode of Informed Choice Radio is James Mee.

James is an investment manager at Waverton Investment Management.

He joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team. He is now the lead manager of the Waverton Cautious Income Fund and sits on the Macro Research Team contributing macro analysis and reports to the Asset Allocation Committee.

James graduated from Bristol University in 2012 with a degree in Law and is a CFA charterholder. In May 2016 he won the WealthBriefing European Rising Star Award.

In this episode of Informed Choice Radio, I speak to James about the challenges investors face generating a reasonable level of income from their portfolios, why income investing still has a future, the first steps in building an income portfolio, how diversification works for investors and why 2017 could be a repeat of 2016.

Because we’re talking about investing money in this episode, a couple of important reminders. This podcast does not represent a personal recommendation or advice. You should speak to an independent financial adviser before making any investment decisions. The value of your investments can go down as well as up. Past performance is not a guide to future performance.

With that said, welcome to Income Investing with James Mee, in episode 138 of Informed Choice Radio.

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Some questions I ask

-What are the challenges that investors currently face around generating a realistic income level from their portfolios?

-So what’s the life of an income investor like today? Is it still something that people are actively pursuing?

-Is there a balance that can be struck between maintaining an acceptable level of income from your portfolio and ensuring that it’s sustainable – it’s not eroding the capital. What should investors be considering if they are chasing that high yield?

-For an investor looking to start an income portfolio, what would be the first steps? How would they start building that portfolio? What would they look for to include within that type of portfolio?

-Do you think that portfolios are going to need to change as a result of Brexit as a result of president Trump?

-Do income investment tragedies need to change as we get older as we enter retirement?

Useful links mentioned in this episode

–Waverton Investment Management

–Insights article from Waverton

–Waverton Cautious Income Fund

Thank you for listening!

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