Reality bites the sandwich generation

Two Gen Xers, Louise Watson from Natixis Investment Managers and Jacqui Fernley from Mason Stevens discuss Natixis IM’s Generation X report and the financial worries of this generation. Also known as the ‘sandwich generation’, Gen Xers are stuck between two more populous and influential generations and many of them are struggling with the twin problems of caring for ageing parents while still looking after, and financially supporting, their children.

Louise and Jacqui discuss:

• How the financial advisory and investment landscape has changed over the past 20 years
• Investment strategies for people at all stages of their journey to financial freedom
• How Gen Xers may be able to overcome their worries about financing their retirement
• How higher inflation is affecting retirees’ plans
• Their careers and the under-representation of senior women in financial services

Links for further information:

• Natixis Investment Managers Generation X Report
• Mason Stevens Investment Regimes – the investing ‘quadrant’ graph Jacqui refers to in the podcast
• Mason Stevens white paper on investment outsourcing trends among Australian financial advisers