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Home / Author: Randal Jenneke

Randal Jenneke

Australia, the Lucky Country again?

We may have been extremely unlucky with the unforgiving weather plaguing the East Coast of Australia this year. However, on the economic front we are by many measures in a strong position relative to the rest of the world.

Australia 2021 market outlook: cautiously optimistic

Buoyed by Australia’s response and emergence from the pandemic and recession, the negative short‑term economic costs and disruption do not detract from the longer‑term positive case for Australian equities.

What unbelievable circumstances!

In repositioning a portfolio to this new environment, focus on companies with balance sheet strength and less investment market and consumer sensitivity. In any crisis, there are victims and beneficiaries.

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The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

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2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

Strategy

Is travel your best investment?

Is travel a luxury or a priceless investment? Reflecting on decades of family adventures and solo journeys, this explores how intentional travel creates cherished memories, meaningful connections, and personal growth.

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