Access our news and insights

Stay up to date with the latest views and analysis from the team.

Lonsec Research   ⟩   News & Insights   ⟩   News   ⟩   Thank you for attending the Lonsec Retirement Symposium

AuthorCasey Brown

DateSeptember 4, 2018

CategoryNews

Share

Thank you for joining in the conversation

Thank you for attending this year’s Retirement Symposium and joining in the conversation. We hope you found the insights into why “Not All Income is Created Equal” and an improved understanding of the real-life income needs of retirees will be of benefit in your practice and when building retirement portfolios for your clients. If you want to take another look at what our speakers had to say, you can download the presentation slides here.

Not All Income is Created Equal

It is easy to become complacent when volatility is low and markets continue to rise. However, in an environment of heightened geopolitical uncertainty, a return of volatility is a real risk for retirement portfolios. A cohesive investment strategy, is important. Lonsec believes retirement portfolios should be designed to focus specifically on the retirees’ primary objectives and key risks, namely, Yield, Growth and Risk Control.

To keep the conversation going, we have shared some additional insights with you to draw out some of the themes covered by our speakers.

We hope you enjoyed this year’s Retirement Symposium and we look forward to seeing you at our next event soon.

Insights from our Partners

Alliance Bernstein: The Rise of Populism: Strategic Implications
Challenger: Corporate Bonds – More Risk for Less Return
Invesco: Invesco Senior Secured Loans Strategy
Investors Mutual: Equity Income Fund Factsheet
Lazard: The dangers of drawdown
Pendal: Income & Fixed Interest 
Robeco: Guide to factor investing in equity markets

You can also access the latest retirement insights from our partners here.

Best regards,

Veronica Klaus
Head of Investment Consulting
Lonsec Research

lonsecresearch.com.au
lonsecretire.com.au

 

 

For more information contact:

Gordon Toy
03 9623 6373
Gordon.Toy@lonsec.com.au

Related stories

25 Mar 2019 - The date for Britain’s departure from the European Union is still very much TBC. Prime Minister May went to Brussels to ask for an extension beyond the 29 ...

Which fund managers are most exposed to Brexit?

By Rui Fernandes Read now

21 Mar 2019 - The Australian equity market reacted positively to the February reporting season, providing a relief rally after beating the market’s pessimistic ...

How reporting season shaped the market

By Danial Moradi Read now

21 Feb 2019 - Last year marked the ten-year anniversary since the Global Financial Crisis (GFC), and while the global economy and our financial institutions have ...

The rise of right-wing populism and the impact on global markets

By Calvin Richardson Read now