Equity Holdings of Australian Baby Boomers- Comparing Lifecycle Phases

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Author(s)
West, Tracey
Griffith University Author(s)
Year published
2017
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Show full item recordAbstract
This study aims to quantify the role of equity holdings in
the asset portfolios of baby boomers over the accumulation
and consolidation life cycle phases, and characteristics
of baby boomer households that hold equities. The
results did not confirm the hypothesis that baby boomer
households have increased direct equity ownership in the
consolidation phase and it is likely that the global financial
crisis (GFC) reduced baby boomer household investment
in equities. It may be of comfort to policy makers that
baby boomer households are not at peak levels of equity
market volatility exposure in this important pre-retirement
consolidation ...
View more >This study aims to quantify the role of equity holdings in the asset portfolios of baby boomers over the accumulation and consolidation life cycle phases, and characteristics of baby boomer households that hold equities. The results did not confirm the hypothesis that baby boomer households have increased direct equity ownership in the consolidation phase and it is likely that the global financial crisis (GFC) reduced baby boomer household investment in equities. It may be of comfort to policy makers that baby boomer households are not at peak levels of equity market volatility exposure in this important pre-retirement consolidation phase.
View less >
View more >This study aims to quantify the role of equity holdings in the asset portfolios of baby boomers over the accumulation and consolidation life cycle phases, and characteristics of baby boomer households that hold equities. The results did not confirm the hypothesis that baby boomer households have increased direct equity ownership in the consolidation phase and it is likely that the global financial crisis (GFC) reduced baby boomer household investment in equities. It may be of comfort to policy makers that baby boomer households are not at peak levels of equity market volatility exposure in this important pre-retirement consolidation phase.
View less >
Journal Title
Financial Planning Research Journal
Volume
3
Issue
2
Copyright Statement
© 2017 Griffith University. The attached file is reproduced here in accordance with the copyright policy of the publisher. Please refer to the journal's website for access to the definitive, published version.
Subject
Banking, finance and investment not elsewhere classified