Author Archive for: Fidante Partners

Entries by Fidante Partners

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The Barbell Effect of COVID19

Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When the pandemic hit, the global economy was in a growth cycle and share markets were performing reasonably well. Lockdowns put economies effectively into hibernation and triggered an immediate and profound market response. Although the […]

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The income conundrum for retirees in a post-COVID world

With central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income. Traditional defensive assets such as cash and fixed income which typically form a large percentage of retiree portfolios are producing levels of income significantly below historical averages. In Australia, […]

Rethinking Fixed Income in Retirement

How Actively Managed Fixed Income Can Meet the Needs of Retirees We have been in a period where financial market volatility has been abnormally low and as such, the focus in fixed income has become overly skewed to how much interest income can be generated, at the expense of ignoring downside risks. For this reason, […]

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