Observations, insights and innovations that connect with the 50+ market.

  • Page:
  • 1
  • 2

Investment Managers View Of Ageing Opportunity
by Kim Walker 07 May 2010 18:55:06

The ageing population theme has so far been largely overlooked by fund managers according to this article in Moneywise. Financial folks predict (unsurprisingly) that if people live into their eighties, they tend to run down their savings, buy annuities, down-trade in the housing market and maybe go into retirement accommodation, and spend on domiciliary care and nursing ... more

$1million No Longer Enough For Retirement? - Study
by Kim Walker 22 March 2010 14:05:39

A recent survey of 226 registered investment advisers on the topic found that 71% don't believe $1 million is enough for the average American family. And the burden increases with youth according to this article in The Street. In the analysis from Scottrade, seniors are the only generation that may come close to needing only $1 million. Forty-four percent of advisers sai... more

How Boomers Have Influenced Investments - Barclays Study Reveals
by Kim Walker 04 March 2010 14:49:26

Here's an interesting theory explaining the growth of equities in the past 30 years and why the future doesn't look so good. It's all down to us, the baby boomers. Based on the Barclays Equity Gilts Study, reported here in the Financial Times, which compared cyclical price/earnings ratios on stocks since 1950 with the ratio of 35-54 year-olds in the population. Stock val... more

Silver in iMoney
by Kim Walker 02 March 2010 11:41:03

Here's an interview just published in iMoney. This is quite strong coverage, as iMoney reaches an audience of 80,000 business leaders in Hong Kong with its business, marketing and financial oriented news, and the piece takes a very in-depth look at the implications of the silver market and how brands and companies are missing out on this huge demographic. Publi... more

Merrill Launches Retirement Services For Older Wealth
by Kim Walker 12 February 2010 10:32:27

With the retirement market set to explode as baby boomers increasingly leave the job market, it offers great opportunities for banks and financial institutions to tap into the most lucrative demographic in history. To that end Merrill Lynch in the USA is launching a new ad campaign called "help2retire," setting aside between $15 and $20 million over the next four months ... more

How Will Older Investors In Asia Emerge From The Crisis? - CNBC Interview
by Kim Walker 18 January 2010 17:00:56

A live interview with Martin Soong on CNBC Squawk Box on the Protect Your Wealth Segment, December 23, 2009. In this interview I explain the fundamental difference between younger and older investors is the 'recovery time' and the need to secure wealth. The bouyant attitude in Asia (compared to the west) provides more risk appetite. Furthermore, the Asian desire for tangi... more

Asia Countries Score Low In Global Pension Index
by Kim Walker 28 October 2009 14:22:45

No country achieved a score over 80 - an A-grade system - proving that even the world's most advanced pension and superannuation models still need refinement to ensure they are robust enough to support the world's rapidly ageing population. The report recommended that Singapore’s system could be improved by: Raising the minimum level of support available to the ... more

OCBC Bank Launches SmartSenior Account
by Kim Walker 25 October 2009 17:52:11

Here's an interesting one, OCBC in Singapore has launched a new account called SmartSenior. The interesting thing about it, is that it's not aimed at the senior! The target here are the sons and daughters of seniors who don't have enough to look after themselves. It's a very 'Confucian' tactic. Filial piety has become a social issue in Singapore of late and clearly OCBC... more

Boomer Retirements Least Affected By Recession?
by Kim Walker 25 October 2009 15:46:33

According to a recent survey in the US,while hurt by the financial crisis, boomers appear to be least affected. The report by By Age Wave titled: Retirement at the TippingPoint: New Fears, New Hopes, and a New Purpose for Retirement can be downloaded here. Some interesting findings. Bear in mind, this is USA focussed: Boomers think it will take 6.3 years to recover t... more

Asia's Affluent Lose One-Fifth Of Wealth In 2008
by Kim Walker 22 October 2009 19:58:00

While this may not come as a big surprise, there's a very interesting statistic buried within the data in the annual wealth report from Capgemini and Merrill Lynch. Younger advisers tended to lose more clients than older ones with 62% of those who lost clients being 40 or under. "Advisers were not mature enough to handle the intense market conditions," says the report. A... more

  • Page:
  • 1
  • 2