Colonial First State Global Asset Management’s (CFSGAM) Global Listed Infrastructure team has marked their 10th anniversary by releasing a whitepaper, ‘Past, present, future’, reflecting on the last decade of investing in infrastructure via listed securities. The paper, authored by Andrew Greenup, deputy head of Global Listed Infrastructure at CFSGAM, reviews: The performance the asset class […]
continue readingWhile many believe that Big Data and convenient technology will make financial advice easier, at Certainty Advice Group they’re not so sure. What truly valuable advice is (and how clients can identify it) is the topic of this nationwide advice firm’s latest white paper, released May 2017. “While accessible, easy apps for your quick ride, […]
continue reading 24 May 2017
A major demographic shift in the US has contributed to a steady decline in home ownership since the Global Financial Crisis (GFC), with Generation Y dubbed Generation Rent as millennials delay purchasing a home in the suburbs in favour of renting in the urban core A new AMP Capital whitepaper, Generation Rent, explores this trend, […]
continue reading 13 Apr 2017
Freed from the constraints of compulsory annuity purchase, customers in the UK retirement market have entered a brave new world of choosing for themselves which retirement product is best for them. However, this is no easy task. The UK retirement market is now home to a diverse and growing range of products. These products provide […]
continue reading 23 Mar 2017
Institutions seek new ways to meet long-term growth and liability goals by simultaneously mitigating and exploiting risk in low-yield, volatile market environment Key strategies include growing use of private investments, illiquid assets, increased exposure to alternatives and greater reliance on risk budgeting and diversification 75% of global institutional investors believe today’s markets are more favorable […]
continue reading 16 Mar 2017
Boutique fund manager Merlon Capital Partners has released a new paper Rethinking post-retirement asset allocation, arguing that higher allocations to equities in post-retirement portfolios, with a simple hedging strategy, can improve income and returns with less risk. The paper discusses differences between pre- and post-retirement asset allocation and explores the priorities of retirees and their […]
continue reading 13 Mar 2017
In line with International Women’s Day, State Street Global Advisors’ SPDR ETF business has released its Tracking the Alpha Female whitepaper, which explores six techniques financial advisers can employ when working with female investors. Overview Despite now controlling $11 trillion in investable assets, 39% of women in the US still feel misunderstood by the investment […]
continue reading 10 Mar 2017
The financial services industry will lose its emotional connection with thousands of clients unless it finds creative ways to stop mature advisers from prematurely retiring ahead of the introduction of the Life Insurance Framework, according to a white paper by ClearView. Titled What’s old is new again, the paper claims many mature advisers in their […]
continue reading 07 Mar 2017
Sovereign yields around the world are rising off the back of rising inflation expectations and political events such as the election of President Trump in the US but rising interest rates don’t correlate to lower returns for infrastructure stocks, says AMP Capital. According to AMP Capital’s latest whitepaper, Not Just a Bond Proxy, this rising […]
continue reading 28 Feb 2017
State Street Global Advisors’ SPDR ETF business has released its Global Income Strategies for Australian Investors whitepaper, which details the opportunities for Australian investors to access new income opportunities through global income ETFs. Overview Following the market volatility of recent years, Australian investors have shown a strong appetite for yield-oriented investments. Our ageing population, combined […]
continue reading 09 Feb 2017
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