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Edition: 123

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Edition 123

  • 21 August 2015

Value or growth investing, making an impact, Australian media in old technologies, investment grade bonds on the ASX, making choices in retirement and smart beta.

Impact investing: wealth creation with a social return

Impact investing is a growing field that is helping to address many of society’s most pressing challenges. It aims to achieve a financial return, as well as positive social, cultural or environmental impacts.

Irrational exuberance in growth versus value

If you had to choose between investing in the bright future of a high-tech, disruptive stock or a consistent, old-economy stock, which would you prefer? It comes down to what you expect in return.

The digital transformation of Australia’s media

Australian media companies are being usurped by global distribution platforms as technological disruption takes hold. Advertising dollars will follow consumers, and investment portfolios need to adapt.

Listed bonds finally reach retail investors

It has always been an anomaly of the Australian financial system that retail investors have not had ready access to high quality corporate bonds. Listed XTBs address this, with floating rate notes also coming soon.

More than money

The last major stage of life is a chance to do something we are passionate about. In ‘elderhood’ (post-adulthood) we have the time and relative freedom to make more choices, for as long as our health allows.

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The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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