These discussion pieces highlight some of the key pages in the Guide to Retirement and provide important talking points to client conversations around relevant retirement and investment themes.
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Managing volatility in retirement
Explore various strategies for managing volatility in retirement portfolios: diversification, alternatives, and the need to address both immediate and long-term needs.
A more diversified portfolio offered the best of both worlds - higher returns with lower risk
- An optimal portfolio captures returns from many different markets while limiting risk from any one.
- Retirees tend to be less diversified, with underexposure to equities and alternatives and overexposure to bonds and cash.
- Well-rounded retirement portfolios can include a broad mix of traditional asset classes, along with alternative strategies such as market neutral, real estate and commodities.