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.