Lonsec   ⟩   Articles   ⟩   News   ⟩   Thank you for attending the Lonsec Retirement Symposium
Veronica Klaus

AuthorVeronica Klaus

DateSeptember 4, 2018

CategoryNews

Share

Thank you for joining in the conversation

Download the Retirement Symposium presentations

Thank you for attending this year’s Retirement Symposium and joining in the conversation. We hope you found the insights into why “Not All Income is Created Equal” and an improved understanding of the real-life income needs of retirees will be of benefit in your practice and when building retirement portfolios for your clients. If you want to take another look at what our speakers had to say, you can download the presentation slides here.

Not All Income is Created Equal

It is easy to become complacent when volatility is low and markets continue to rise. However, in an environment of heightened geopolitical uncertainty, a return of volatility is a real risk for retirement portfolios. A cohesive investment strategy, is important. Lonsec believes retirement portfolios should be designed to focus specifically on the retirees’ primary objectives and key risks, namely, Yield, Growth and Risk Control.

To keep the conversation going, we have shared some additional insights with you to draw out some of the themes covered by our speakers.

We hope you enjoyed this year’s Retirement Symposium and we look forward to seeing you at our next event soon.

Insights from our Partners

Alliance Bernstein: The Rise of Populism: Strategic Implications
Challenger: Corporate Bonds – More Risk for Less Return
Invesco: Invesco Senior Secured Loans Strategy
Investors Mutual: Equity Income Fund Factsheet
Lazard: The dangers of drawdown
Pendal: Income & Fixed Interest 
Robeco: Guide to factor investing in equity markets

You can also access the latest retirement insights from our partners here.

Best regards,

Veronica Klaus
Head of Investment Consulting
Lonsec Research

lonsecresearch.com.au
lonsecretire.com.au

For more information contact:

Gordon Toy
03 9623 6373
Gordon.Toy@lonsec.com.au

Related stories

7 Mar 2019 - Nominees for the Lonsec Money Management Fund Manager of the Year have been announced, with the winners to be announced at the 2019 Fund Manager of the Year ...

Fund Manager of the Year Nominees Announced

By Libby Newman Read now

26 Feb 2019 - This article is intended for licensed financial advisers only and is not intended for use by retail investors. Equity markets have continued their recovery ...

Don’t assume volatility is behind us

By Lukasz de Pourbaix Read now

18 Feb 2019 - Labor’s proposed changes to franking credits will result in a meaningful reduction in income for zero or low tax rate retirees invested in equity funds, ...

Franking credit overhaul will leave investors out of pocket

By Adrian Hoe Read now