With the headline yield for the ASX 200 now sub 4%, generating a decent yield from equities has become more challenging in recent years.
There are a couple of factors investors can screen for, however, to make the task a little easier.
First and foremost, make sure to look for companies with an above-market yield – otherwise, you might as well just buy the market. In this case, the line in the sand is 4%.
Secondly, look for companies whose consensus estimates suggest they will at least maintain, if not grow, their dividends over the next two years. As we all know, there is no point getting 8% one year, and then no dividend the following year – income investors crave consistency.
So, with those simple but powerful guardrails in place, Livewire’s James Marlay is joined by Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management to run the ruler over a handful of stocks that meet the criteria.
For good measure, they each share a name that they like for its above-market yield and expected consistency in coming years.
Please note this episode was filmed on 16 July 2025.