Equity Holdings of Australian Baby Boomers-Comparing Life Cycle Phases

West Tracey ()

Financial Planning Research Journal, 2017, vol. 3, issue 2, 87-109

Abstract: 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.

Keywords: Household finance; equity holdings; life cycle phase (search for similar items in EconPapers)
Date: 2017
References: Add references at CitEc
Citations:

Downloads: (external link)
https://doi.org/10.2478/fprj-2017-0010 (text/html)

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:vrs:finprj:v:3:y:2017:i:2:p:87-109:n:1005

DOI: 10.2478/fprj-2017-0010

Access Statistics for this article

Financial Planning Research Journal is currently edited by Mark Brimble

More articles in Financial Planning Research Journal from Sciendo
Bibliographic data for series maintained by Peter Golla ().