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Lonsec Retire Webinar – Rising Interest Rates: Understanding the Risk for Retirement Portfolios

June 22, 2022 @ 11:00 am - 12:00 pm

Lonsec Fund Managers Corporate Update

RECORDING is now available. See below.

With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios.

While interest rate rises will be a welcome outcome for cash siting in bank accounts and term deposits, what will it mean for the bulk of your clients’ retirement portfolios when so much of income is sourced from assets such as property, equities, and fixed interest?

How do we expect bonds to perform in this environment of global instability, will REITs and property investments in general still provide a strong source of income? Or will the capital instability of your clients’ portfolios erode any benefit of rising yields?

This webinar brings together experts from Lonsec and fund managers to discuss how you can successfully manage your clients’ portfolios through this period and maintain your focus on the income and stability objectives of these portfolios.

There will be a dedicated Q&A session in the webinar

Appearing on the panel are:

Adam Bowe, Executive Vice President and Portfolio Manager at PIMCO, Sydney
• Matthew Hodgkins, Head of Americas Listed Real Estate at Macquarie Asset Management, Chicago
Veronica Klaus, Head of Investment Consulting, Lonsec Investment Solutions (Moderator)
Ron Mehmet, Senior Investment Consultant, Lonsec Investment Solutions
Balraj Sokhi, Senior Investment Analyst, Lonsec Research

Adam Bowe
Executive Vice President and Portfolio Manager, PIMCO

Mr. Bowe is an executive vice president and portfolio manager in the Sydney office. He is a permanent member of the Asia-Pacific portfolio committee and has previously served as chair. Prior to joining PIMCO in 2011, he was responsible for global macro research and trading at Tudor Investment Corporation. He was also previously a director and portfolio manager at UBS Global Asset Management and at Queensland Investment Corporation. He has 20 years of investment experience and holds a master’s degree in quantitative finance from University of Technology, Sydney. He also earned a Bachelor of Commerce, First Class Honours and a Bachelor of Economics from the University of Queensland.

Matthew Hodgkins
Head of Americas Listed Real Estate, Macquarie Asset Management

Matthew Hodgkins BA (Hons), Head of Americas Listed Real Estate at Macquarie Asset Management, based in Chicago. Mr Hodgkins joined Macquarie as part of the acquisition of the AMP Capital team. Mr Hodgkins commenced in the investment management industry in 2005 at ABN AMRO in London, including roles in emerging markets and global equities. Prior to joining AMP Capital in 2012, Mr Hodgkins worked at BNP Paribas Asset Management in Singapore as an Asian Property analyst. Mr Hodgkins graduated from the University of Nottingham with a Bachelor of Arts and is an APREA certificate holder

Veronica Klaus
Head of Investment Consulting, Lonsec (Moderator)

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions. Prior to joining Lonsec Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.

Ron Mehmet
Senior Investment Consultant, Lonsec Investment Solutions

Ron joined Lonsec in April 2020. Ron brings extensive experience in manager research, funds management and portfolio construction from previous senior roles at both BTFG/Advance (6 years +) and INGIM/Optimix (13 years +) as part of the multi-manager funds management team. While Ron has been involved in the management of teams and multi-manager funds across the full range of asset classes, he brings particular expertise in fixed income, having also held a Senior Manager, Money Market role in Institutional Banking at CBA. Prior to joining Lonsec, Ron worked at Perpetual Investments as an Investment Specialist alongside the Fixed Income team.

Balraj Sokhi
Senior Investment Analyst, Lonsec Research

Balraj joined Lonsec in September 2018 and is a Senior Investment Analyst responsible for managed funds research across a range of sectors and asset classes. While his primary focus is on property and infrastructure, Balraj has also been heavily involved in the equities, fixed income and multi-asset sectors. Prior to Lonsec, Balraj served as a Financial Planner at ANZ Wealth, and before that in a number of dealing and relationship management roles within the bank’s Global Markets and Corporate Banking divisions respectively. Balraj holds a Bachelor of Commerce (Finance & Management) from the University of Melbourne and has passed Level 1 of the CFA program


June 22, 2022
11:00 am - 12:00 pm
Event Categories:
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June 22, 2022
11:00 am - 12:00 pm
Event Categories:
, ,

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