Equity income is key to providing better retirement outcomes

Don Hamson  |  Plato Investment Management  |  13 October 2021  |  0.50 CE

Under our current defined contribution system, the retiree bears all the risks - longevity risk, inflation risk and investment/sequencing risk. Empirical evidence shows that retirees have a bias against drawing down on capital, and this preservation of capital is likely explained by the need to insure against these risks. A high equity income strategy tailored for retirees is a core solution for providing better retirement outcomes, maximising income while leaving capital intact.

Presentation  (36 mins)  |  Slides

Podcast   (36 mins)

 

Don Hamson

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