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Whilst July and August were positive months for risk assets, September saw a reversal in markets, with slowing global growth. All asset classes were negative in the month of September. However, the Retirement portfolios held up well versus the peer group and internal benchmarks. In terms of total return, the portfolios remain comfortably above its […]
The Retirement portfolios outperformed their respective peer group benchmark over the June quarter. From an income perspective, the portfolio continues to deliver on its objectives, generating 4.14% income (before franking) over the 12 months to June. Pleasingly, that income has been sourced across a range of asset classes. The portfolio remains diversified by accessing a […]
This event has already passed. Watch the recording now. Synopsis In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with exposure to equity market growth, while also mitigating downside risk. The inclusion […]
Thank you for joining in the conversation 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 […]
Macroeconomic conditions continue to decelerate, consistent with our ongoing thesis that we have entered the end of this cycle. From here, we expect economic growth to moderate and employment conditions to weaken. Inflation should continue to ease but at a slower pace than market expects, with risks to upside with stage 3 tax cuts likely […]
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends presenting headwinds for growth assets in particular. We have been increasing duration within the portfolio. Deanne Baker explains how the Retirement portfolios performed over the September quarter. The information in this […]
The Retirement portfolios’ 12-month performance remains first quartile, and above the peer group benchmark with the embedded risk control in the portfolio protecting retirees from the worst of the year’s volatility. The structural overweight to Australian equities (to capture the benefits of franking credits) detracted this month as domestic equities were unable to keep pace […]
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