Markets are in a period of transition and with transition comes uncertainty and volatility. We have seen a rapid shift from record-low interest rates and abundant liquidity to an environment of higher interest rates, central banks shrinking their bloated balance sheets and banks in general tightening their lending practises. These tighter liquidity conditions will continue to impact the economy and markets over the course of the year.
The Retirement portfolios have continued to weather the choppy market conditions well. While the peer benchmark has delivered negative returns over the last 12 months, the Retirement portfolios have delivered positive absolute returns, protecting around 250 to 280 basis points depending on the risk profile. It was pleasing to see the embedded risk control within the portfolio protecting retirees from the worst of the year’s volatility.
Watch the three part video series below, where we discuss a Market Update, Performance Update, and Outlook and Positioning.
1. Market Update
2. Performance Update
3. Outlook and Positioning
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