InvestTalk with Eric Vassiliadis


Information for advice professionals only.

BT InvestTalk on the role SAA plays in portfolios and COVID19 impacts on Capital Market assumptions.

In this episode of BT Invest Talk, Regional Manager Eric Vassiliadis talks with BTIS Head of Asset Allocation James Kerr.  They discuss the philosophy and role SAA plays in the portfolios, and touch on the impact COVID19 has had on Capital Market assumptions. James also highlights some key themes in markets for the medium term.

You can also access this podcast via Soundcloud.

Access the latest in practice insights, market news and articles to help you grow your business.

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

This week, the Financial Services Council launched their White Paper on the Future of Advice which raises a number of areas for recommended reform to set financial advice up for the future and to help promote its value. IN this podcast, we discuss the Paper and a number of its reforms with Blake Briggs, Deputy CEO of the Financial Services Council.
Australia’s demographics are shifting, and our retirement trends are changing. In today’s podcast we are joined by Jeremy Cooper, Chairman of Retirement Income at Challenger and Richard Dinham, Head of Client Solutions at Fidelity to discuss what impact the DDO and the recently released exposure draft legislation on the retirement income covenant will have on the advice Financial Advisers provide to their clients.

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.