21 May 2019

Recently, we hosted our Navigating 2019 Forum. The event took place at The Grove in the CBD and was attended by more than 150 guests. We welcomed two guest speakers who shared with us their expertise, thoughts and views on what investors and retirees may face in the current local and global market and economic environment:

David Hudson – Head of Asset Allocation, Perpetual

Dr Michael Drew – Director, Drew, Walk & Co

David kept us captivated as he presented an overview of the positives (e.g. global growth) and negatives (e.g. Australian housing) for the local and global market outlook as well as the various risks investors face, such as the US and China trade war and the Fed tightening cycle.

Dr Michael Drew gave an expertly presented insight into the challenges for investors of managing portfolios in the lead up to and during retirement. Michael offered a specific focus on sequencing risk for retirees and what they can do to employ capital more appropriately with a goals or outcomes based focus.

By all accounts, the guests found the night enjoyable and informative. Here’s a video overview and a selection of photos from the night.

Disclaimer: This article is not intended to constitute financial product advice. Any information provided or conclusions made, whether express or implied, do not take into account the investment objectives, financial situation and particular needs of an investor. It should not be relied upon as a substitute for personal advice.