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.