Retirement Portfolio Resilience Perspective
Primary Pillar: Risk Pricing Discipline
Supporting Pillars: Retirement Portfolio Construction • Resilience Across Market Environments
This early edition of Gyrations explores different approaches to investment risk management and explains why portfolio construction should be designed before periods of heightened market uncertainty arise.
Viewed through today's Retirement Portfolio Resilience Framework, the publication represents an early expression of Gyrostat's enduring philosophy that resilient portfolios are achieved through deliberate structural design rather than reliance on market prediction. It highlights the importance of combining long-term growth with complementary protection strategies that help reduce dependence on favourable market conditions and improve portfolio resilience across changing market environments.
This publication forms part of Gyrostat's historical research archive documenting the evolution of the Retirement Portfolio Resilience Framework.
Our feature article presents the views of Noble Prize winning economist Richard Thaler, and why he is nervous about stock markets and his misgivings about the low volatility and continued optimism among investors.
Geopolitical and macro developments indicate volatility is likely to rise from historically low levels. To prepare, conservative asset allocations are typically increased. Traditional conservative assets (cash, short term bonds, fixed term deposits) offer no capital growth potential. Our fund is a conservative asset that combines protection, returns and income.
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.
