Lonsec Retirement Webinar – With Rates So Low, Why Do I Need Fixed Income

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Lonsec Retirement Webinar – With Rates So Low, Why Do I Need Fixed Income

September 1, 2021 @ 11:00 am - 12:00 pm

RECORDING AVAILABLE

With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially for those looking for retirement income.

Join our expert panel as they discuss the different objectives Fixed Income plays in a portfolio, how the sector has evolved in the last few years and this impact on portfolio construction and how to generate income with rates close to 0%. Panellists will also offer tips on how to talk about the role of Fixed Income in portfolios with your clients.

Our panellists are:

Alex Stanley, Relative Value Strategist, Ardea Investment Management
Brett Lewthwaite, Executive Director, Chief Investment Officer and Global Head of Fixed Income Macquarie Asset Management
Ron Mehmet, Head of Fixed Income Research, Lonsec Research
Veronica Klaus, Head of Investment Consulting, Lonsec Investment Solutions
• Moderator : Brook Sweeney, Senior Investment Consultant, Lonsec Investment Solutions

CPD Points is only available to those who attended the live event.

Details

Date:
September 1, 2021
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Details

Date:
September 1, 2021
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.