Not all income is created equal with Helen Mason | Schroders

Australians love dividends, but in a higher-rate world, are investors overlooking other ways to generate income? Schroders’ Helen Mason makes the case for public credit, explains why she’s cautious on the private credit boom, and argues that investors need to look beyond headline yield to understand the risk, reliability and liquidity underneath it.

In this episode:
00:00 Are Dividends Overrated?
04:20 Rethinking Your Income Options
09:23 Private Credit’s Hidden Risks
13:13 Public vs Private Credit
16:44 Why Australian Credit Is Booming
21:19 Stop Chasing Yield
27:03 How Credit Investors Pick Companies
30:27 What Bond Markets Signal
35:10 What “High Yield” Really Means
39:16 Diversification Beyond Yield

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