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Be careful how you invest in equities during the ‘retirement risk zone’

Be careful how you invest in equities during the ‘retirement risk zone’

By JASON TEH, Vertium Asset Management Chief Investment Officer As a Sydney-based fund manager I always look forward to presenting on adviser roadshows. Last week’s tour in Victoria was no exception, with a range of financial adviser briefings in Geelong and Ballarat – accompanied by Copia Distribution Manager Mani Papakonstantinos. Vertium Chief Investment Officer Jason […]

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30, September 2019
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Do you know your UV (equity market) risk exposure?

Do you know your UV (equity market) risk exposure?

Are you the type that applies sunscreen before you get exposed to the summer sunshine, or do you prefer to wait a while and apply if you start to see pink? We’ll get to why that matters later. There’s an interesting dynamic playing out in the performance tables of Australian equity income funds. In an […]

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16, September 2019
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Need a longer lasting retirement portfolio? Lowering ‘Beta’ may be key

Need a longer lasting retirement portfolio? Lowering ‘Beta’ may be key

If you thought building a retirement portfolio with interest rates at 0.75% was challenging enough, brace yourself for a new gauntlet being thrown down by our Canberra legislators. In a move that’s likely to change the way retirement portfolios are designed, the Federal Government is introducing a retirement income covenant that will require superannuation trustees […]

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09, September 2019
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