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    03 May 2023

    Michael Maughan reveals how equity income funds are delivering the income and stability retirees are seeking in today’s volatile markets. 

    Market uncertainty continues to dominate local and global markets, presenting a real challenge for retirees. How do they balance the need for a steady income to fund their lifestyle with the requirement for growth to combat rising inflation and longevity?

    In the first episode of this four-part series, Michael looks at how equity income funds deliver more tax-effective income and less volatile returns for investors during their pre- and post-retirement phase.

    Watch the next episode in the series

    03 May 2023

    Michael Maughan

    Portfolio Manager
    A trip to the US: Lessons in avoiding value traps.

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    The big calls of 2024 – where are they now (and what’s next?).

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    ESG INSIGHTS: BHP’s emissions reduction pathway.

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    Walking a tightrope between economic uncertainty and value opportunity.

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    Improving after tax returns within Equities.

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    ESG INSIGHTS: Is PFAS the next asbestos?

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