Retirement Portfolio Resilience Perspective
Primary Pillar: Retirement Portfolio Construction
Supporting Pillars: Risk Pricing Discipline • Resilience Across Market Environments
This early edition of Gyrations explores how changing market conditions can influence portfolio construction and explains why investors should consider approaches that improve resilience across a wide range of future outcomes.
Viewed through today's Retirement Portfolio Resilience Framework, the publication represents an early expression of Gyrostat's philosophy that resilient portfolios are achieved through disciplined capital allocation, appropriately priced protection and complementary portfolio construction rather than reliance on market prediction alone. While the terminology reflects the investment environment of the time, the underlying objective of reducing dependence on favourable market conditions remains central to the evolution of Retirement Portfolio Resilience.
This publication forms part of Gyrostat's historical research archive documenting the evolution of the Retirement Portfolio Resilience Framework.
The Gyrations risk model considers the implications of geopolitical, macro-economic and company valuations on investment risk. Increased volatility is often experienced around key data releases relating to interest rates, growth, inflation rates and key political events.
Our report details the investment landscape (in pictures) with dates of key upcoming data releases.
The gap in today’s market is the ability to benefit from volatile markets with capital growth (including large ‘one off’ share price falls). This investment risk management approach is now available on the expanded investment menu.
Our feature article in Gyrations details the significant progress, in particular using the ASX options market to hedge risk with the ASX as the counter-party.
