Danger Zone
Global retirement security challenges come home to roost in 2022
The warning signals are blaring and the gauges are flashing bright red in 2022 as key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.
Rising inflation is taking center stage again for retirees after many years. Skyrocketing prices for oil, food, and shelter are eroding purchasing power and presenting a core economic lesson to those still planning for life after work.
Now in its tenth year, the 2022 Natixis Global Retirement Index takes a deep dive into the critical issues driving global retirement security on the heels of the pandemic – and reveals the top countries for retirement security around the world.
- Norway
- Switzerland
- Iceland
- Ireland
- Australia
- New Zealand
- Luxembourg
- Netherlands
- Denmark
- Czech Republic
Inflation: an immediate threat to retirement security
Rapidly escalating costs can pose a significant threat to the financial security of retirees by eroding purchasing power.
Interest rates and income: long-term gains, short-term pain
After a decade of historically low interest rates, central bank rate hikes hold promise for annuitizing assets in the long term, but not without some short-term pain for investors.
Demographics: the good and bad of living longer
For individuals, the longevity revolution will tax their income plans. For institutions, rapidly aging populations will test the limits of pensions and government benefits systems.
Investment Ideas
Inflation
- Loomis SaylesInflation Protected Securities Fund
- Loomis SaylesStrategic Alpha Fund
- AEWGlobal Focused Real Estate Fund
Interest Rates
- Loomis SaylesSenior Floating Rate and Fixed Income Fund
- Natixis Loomis SaylesShort Duration Income ETF
Demographics
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The Global Retirement Index (GRI) is a multi-dimensional index developed by Natixis Investment Managers and CoreData Research to examine the factors driving retirement security and to provide a comparison tool for best practices in retirement policy.
The index includes International Monetary Fund (IMF) advanced economies, members of the Organization for Economic Cooperation and Development (OECD) and the BRIC countries (Brazil, Russia, India and China). The researchers calculated a mean score in each category and combined the category scores for a final overall ranking of the 44 nations studied.
The data shown represents the opinion of those surveyed, and may change based on market and other conditions. It should not be construed as investment advice.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of September 2022 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
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