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Watch the replay of the webinar! “Solving The Retiree Problem” Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging or more important. For example, funding ASFA’s ~$60,000 per year recommended “comfortable retirement” income at current […]
View webinar recording The live webinar was held on Wednesday at 10AM AEST, June 10th, 2020 Overview Sustainability versus ESG – what is your client really looking for? As many sustainable funds seem to have outperformed during the recent correction, is now the time to ramp up your understanding of what sustainable really means? We […]
View webinar recording The live webinar was held on Wednesday, June 3rd, 2020 Overview How not to follow the herd: Differentiated strategies that offer true diversification As Australia and the world head into recession, investors must look beyond traditional portfolio construction methods to gain true diversification through exposure to different investment strategies. We talk with […]
The performance of the Alternatives universe during the recent market downturn has been widely dispersed, albeit skewed to the downside. Systematic Risk Premia strategies have been an area of poor performance with long running statistical relationships breaking down in current market conditions. Sharp spikes in volatility and the speed of asset price reversals have tested many […]
In our first paper: “Balancing the Needs, Challenges and Dilemmas of Retirement Investing”, we noted that Income generation isn’t as easy as it once was. The fact retirees require income needs no explanation. How should we think about generating income in retirement? In August 1991 the Budget address, by then Treasurer John Kerin, proposed the […]
Financial advisers are operating within a paradox. On the one hand, the industry is still reeling from the blow of the Royal Commission and the high levels of mistrust within the community towards the financial services sector. On the other hand, there’s every sign that demand for quality financial advice is growing – to the […]
Using alternative investment to address pre- and post-retirement issues Walter Davis, Alternatives Investment Strategist Ashley O’Connor, Investment Strategist, Invesco Australia Introduction Investing in financial markets requires investors to balance return and risk, short-term and long-term goals, and cyclical and structural factors. To do so effectively, investors must also balance the human emotions of greed and […]
Balancing the Needs, Challenges and Dilemmas of Retirement Investing Retirement investing is necessarily complex. The median super balance when entering retirement can’t support a comfortable lifestyle in the years ahead. In the first part of this series we outline the major investment building blocks and how they’re used to deliver better lifestyle outcomes for retirees. […]
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