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... Read more 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... Read more 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... Read more 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... Read more 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... Read more 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... Read more continue reading

The business of sharing: Zurich’s next investable megatrend

From

The Digital Revolution has paved the way for the rise of a global socio-economic ecosystem dubbed the ‘sharing economy’. And it is growing at a phenomenal pace, thanks to the seemingly overnight success of sharing giants like Uber and Airbnb. But is this just hype or should we as investors take note of the rise... Read more continue reading

White Paper: Investors rewarded by allocation to Global Small Cap Equities

From

There are compelling reasons for Australian investors to select global small-cap equities as a complement to large- cap equities in a diversified strategic allocation according to a new research paper co-published by Douglas Funds Consulting Pty Ltd, Heuristic Investment Systems and Eaton Vance Management (International) (EVMI). Nigel Douglas, Chief Executive Officer, of Douglas Funds Consulting... Read more continue reading

AMP Capital finds strong correlation between direct and listed real estate over the long-term

From

Investors seeking exposure to real estate should consider listed as well as direct given the returns, diversification and volatility of the asset classes are very similar over the long term, according to AMP Capital. Don’t tell me it’s not real estate, a white paper written by AMP Capital Co-Head of Global Listed Real Estate James... Read more continue reading

Future generations might struggle in the lucky country

From

MLC research reveals a third of Aussie parents believe their children won’t be able to live the same lifestyle as them Almost 1 in 5 Aussies will be relying on family inheritance to pay off their mortgage or to ensure their future financial security Over a third of Aussies believe they’ll be relying on the... Read more continue reading