Dividends and credit funds both promise income—but they behave very differently when markets turn. This article breaks down the real risks, tax outcomes, and income trade-offs Australian investors need to understand before choosing between them—or blending both into a resilient income portfolio.
A new high-yield ETF has landed on the ASX — but does it actually improve income investing, or just reshuffle the same old dividend payers? In this review, I break down HYLD through an Income Factory lens and show where it fits alongside banks, LICs, and private credit.
Bridgewater Associates — the world’s largest hedge fund — says today’s market calm hides powerful undercurrents. Inflation, fiscal expansion, and AI-driven capital cycles are pulling global markets in opposite directions. In “The Bridgewater Warning: Market Tension and the Income Factory,” I unpack what this means for dividend and credit investors — and how to keep your portfolio balanced, cash-flowing, and resilient when equilibrium breaks.