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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 […]
The Retirement portfolios have weathered the choppy markets well. Whilst we haven’t been able to protect investors from all the losses over the course of 2022, the portfolios managed to protect around 360 to 470 basis points, depending on the risk profile over the calendar year. While the capital component of returns continues to exhibit […]
It has been another challenging quarter for multi-asset investors with both equity and bond markets for the most part continuing their declines. High inflation prints, aggressive central bank policy tightening, and fears of recession are driving extreme market volatility. However, the Retirement portfolios have weathered the storm relatively well. Whilst we haven’t been able to […]
RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios in drawdown is well known, but how can you insulate your clients’ portfolios and help […]
RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these risks and provide support for client portfolios. Join us for our next Lonsec webinar where we outline […]
We are currently in an environment we haven’t seen since the mid-1990s, of extremely high inflation and low growth, which has surprised many investors and has been damaging for those that have a low tolerance to risk, such as retirees. Despite negative returns, and while we haven’t been able to avoid the losses entirely, the […]
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 […]
Quarterly Update – Q1 2022 It’s been a volatile quarter for equity and bond markets, with existing inflationary fears further exacerbated by the Russian invasion of the Ukraine. While Russia is small in terms of its impact on capital markets, it is a big exporter of commodities, including oil, gas and agriculture as well as […]
RECORDING IS NOW AVAILABLE With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Join us for our third webinar in the series on generating income for retirement portfolios to hear a panel of experts outline how a multi-asset approach may provide more reliable and stable sources of income […]
VIEW RECORDING With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best way to structure equities within a portfolio for retirement – is it to follow a total […]
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