by Val Cipriani, Investors Chronicle, September 12, 2025:
Over the past five years, the cumulative level of inflation has amounted to almost 28 per cent, according to the Bank of England. If you are living off income from your investment portfolio, you need this to keep up with the rising cost of living, so that your lifestyle is not impacted..
James Carthew, head of investment companies at QuotedData, says he likes North American Income (NAIT), which is “fishing for income in out of favour US value stocks”..
“The most obvious place to go for inflation-busting income ought to be sectors where revenue has some degree of explicit inflation linkage,” says Carthew. “However, in the renewables sector, where subsidies are uplifted by inflation, falling power prices and, in some cases, disappointing generation have weighed on dividend growth.”..
Carthew also suggests Ecofin Global Utilities and Infrastructure Trust (EGL), which is a little different in that it invests in quoted infrastructure companies in developed countries (rather than private assets). The trust “has a great record of beating its benchmark and has been a beneficiary of the good performance of power companies in the US on the back of demand for power for AI”, he says.
Read more here