Jacqui Lennon: Understanding the flaw of averages

What does the ‘average’ retiree look like? What experiences does the ‘average’ retirement provide? What’s the ‘average’ return needed to fund an ‘average’ retirement? How long does the ‘average’ retiree live? What is the reality of planning for the average? This session discusses individualised retirement advice and appropriate strategies.

Speaker: Jacqui Lennon, head of product and customer experience, Allianz Retire+

Facilitator: Matt Smith, director of retail content, Conexus Financial

Length: 30 mins

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Sampension: Why there are many reasons to be optimistic

Sampension: Why there are many reasons to be optimistic

Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.

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Seize the Opportunity: Investing in US Real Estate

US investors have increased their sophistication in real estate investing – more private real estate, a greater risk appetite and use of synthetic investment tools. Rob Kochis and Christopher Lennon report.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Infrastructure on the Defensive

The unwinding of several high profile infrastructure funds in the recent past has prompted questions as to the performance of infrastructure assets/investments and the impact of the current credit markets, on the outlook for the sector. Mercer remains positive on the long-term fundamentals for the infrastructure sector, especially in the emerging markets. Moreover, we believe

The Role of Commodities and Timberland in a Portfolio

Over the last several years, institutional investors have more than doubled their allocation, to over $110 billion, to financial products whose returns are linked to those of commodity indices. Commodities may be attractive due to the low correlation between the returns of commodities and those of other asset classes, the high correlation of commodities returns

Hedge Fund Alert: Looking Around the Corner for More Risk and Opportunity

How do current market activities, regulatory changes and dislocations potentially impact the ability of hedge funds to prosper going forward? The huge changes occurring in the markets are having a significant impact on hedge funds, including short sale restrictions, disclosure requirements and the effective elimination of the investment banking model and its attendant impact on

Adveq Private Equity Market Assessment and Outlook

Over the last 12 months global financial markets have undergone major corrections following, fundamentally, a break-down in the confidence and trust in the financial system as practiced by the Western world. Along with this break-down we experienced a steep fall in US housing prices, the nationalization of financial institutions, the forced merger and/or failure of

Activist Investing

Activist investing is an investment approach whereby an investor seeks to influence the strategy of a company. Strategy may be very broadly defined to include acquisitions, divestitures, capital structure, dividend policy and board composition, inter alia. We see two broad aspects of this strategy that may exist separately or together. First, activist investing may seek