Retirement Portfolios
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A different approach to retirement income
Not all investors are suited to a traditional 60/40 portfolio, particularly when in retirement phase. Frank Danieli (MA Financial Group), Darren Beesley (Evidentia Group), and Daniel Stojanovski (Ventura Funds Management) explore the difficulties in constructing retirement portfolios for clients
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Beyond 60/40: Thematics - Investing in the new economy
Chad Hitzeman (Global X), Hugh Lam (Betashares), and Michael McCorry (BlackRock Investment Management) consider how thematic and alternative investments can be used to enhance the framework of a traditional portfolio.
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Retirement portfolios: Solutions for a new world
Julian Lefcovitch (North) and Oliver Ge (Pendal) discuss the challenges facing retirees, and provide key considerations for advisers to help them navigate the complexities of retirement planning.