Tracking the Alpha Female – six techniques financial advisers can employ when working with female investors

From

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

LIF to create unique opportunities and threats for advisers

From

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

AMP Capital shows global listed infrastructure is not just a bond proxy as sovereign yields rise around the world

From

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

Global income strategies for Australian investors

From

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

Accountants face a bright future but on one condition, according to new paper

From

Accounting will be one of the next professions savaged by digital disruption with up to 40 per cent of the work traditionally completed by accountants already being done by cloud-based computer programs and cheap, qualified bookkeepers, according to a confronting new white paper by non-institutionally owned licensee GPS Wealth. According to the Paper’s author Greg […]

continue reading

AMP Capital finds Asia’s aging population could be a boon for savvy real estate investors

From

A significant demographic shift in Asia has resulted in the emergence of senior living real estate as a significant potential investment opportunity in economies such as Japan, China and Korea, according to AMP Capital. A new whitepaper entitled Investing in the grey boom: A role for senior living real estate in Asia, which was authored […]

continue reading

An investment only a mother could love: the case for natural resource equities

From

Jeremy Grantham from GMO has written extensively about the long-term prospects for natural resources, but there are advantages to commodity investing beyond potential commodity price appreciation, including diversification and inflation protection. Resource equities are a great way to gain commodity exposure, while also accessing the equity risk premium. Given their somewhat hybrid nature, with one […]

continue reading

Calling a ceasefire in the client wars: New white paper signals greater common ground for accountants and financial advisers

From

A national group of financial advisory firms predict the ‘territorial dispute’ between accountants and financial planners will soon be a trend of the past. This theme is explored in the recently released white paper Crossing the Divide: Financial advisory, accounting and the SMSF opportunity “The industry experts got it wrong,” says MD of Certainty Advice […]

continue reading

SSGA Whitepaper – Developing financial knowledge

From

State Street Global Advisors has released a research whitepaper, ‘Developing Financial Knowledge’, that looks at strategies for financial advisers looking to close the financial knowledge gap among investors. One of the key findings was that most investors have an inflated view of their financial knowledge and at a time when individuals are more responsible for […]

continue reading

Emerging Markets misperception clouding investor sentiment

From

The underperformance of emerging markets is making investors nervous, but understanding the situations that threaten emerging markets will help manage investor angst. According to William Blair portfolio manager of Emerging Markets Strategies, Todd McClone, the characteristics of emerging markets gives them reactions to global economic change which are different to other asset classes, and therefore […]

continue reading