In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.
Morningstar: Empowering Investor Success.
Our research highlights strategies you can implement now into your practice to combat longevity risk.
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Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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Investment Podcast #18 – Investing in Times of Volatility
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …
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Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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Investment Podcast #15 – Investing in AI
Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at …
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Investment Podcast #14 – Emerging Markets
In this episode, Host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and …
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Investment Podcast #13 – Residential Real Estate
In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to …
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Investment Podcast #12 – Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …
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Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
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AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …