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Four key retirement themes to consider
- Financial Advice
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- 05.12.23
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BNY Mellon IM highlights four key areas to consider when thinking about retirement. The first is the value of active management; as greater dispersion within markets gives active managers the opportunity to give value. Second is equity investment in retirement and a bias towards quality may deliver lower volatility and lower drawdown than other equity strategies. Third, is the role of fixed income in portfolios and the different types of strategies used at different stages. Finally, the role of income strategies in delivering income for clients is changing with yields rising, giving the...