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Retirement investing: how portfolios are changing

Retirement investing: how portfolios are changing

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概要
 Investment Markets CEO Darren Connolly talked with Proactive about how retirement is changing the way Australian investors construct portfolios, with a growing shift away from higher-growth strategies towards income, stability and capital preservation. Connolly explained that investors in their 20s, 30s and 40s have traditionally focused on growing their portfolios and have generally been more willing to accept risk because of their longer investment timeframes. As more baby boomers move into retirement, however, Investment Markets is seeing a significant change in the types of opportunities investors are researching. He said fixed-income opportunities have become increasingly important as interest rates have risen, bringing bonds back into consideration after years of very low yields. Interest in private credit, mortgage funds and other fixed-interest investments has also grown, with income-focused categories now accounting for close to half of traffic on the Investment Markets platform. Connolly also highlighted sequencing risk as an important but often poorly understood issue for retirees. A significant market decline around the time an investor begins withdrawing from superannuation can reduce the capital available to participate in a subsequent market recovery, potentially shortening the longevity of retirement savings. Connolly’s message to retirees was to remain informed and actively understand how portfolios are structured, even when working with an adviser. Visit Proactive’s YouTube channel for more interviews and market insights. Don’t forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #InvestmentMarkets #RetirementInvesting #RetirementPlanning #PortfolioConstruction #SequencingRisk #FixedIncome #PrivateCredit #MortgageFunds #ETFs #Superannuation #IncomeInvesting #InvestmentStrategy #AustralianInvestors #RetirementIncome #Investing
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