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Capital Group

ESG Global Study 2022

Many investors are contemplating how to integrate ESG issues into their investment decisions. For our latest ESG study, we surveyed over 1,100 global professionals, including advisors, consultants and intermediaries to obtain in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.

Attractive opportunities remain across four key credit markets

It has been a challenging year for fixed income markets in 2022 amid rising inflation and slowing global growth. While uncertainty is likely to remain elevated, today’s starting yields offer an attractive entry point for long-term investors.

10 trends that will define the future of emerging market investing

In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years, such as the revival in travel demand, the growth of digital platforms and the acceleration of mobile technology.

Weighing up the cost of ESG bonds

ESG bonds are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? And, how can investors avoid paying the so-called "greenium"?

The world in 2030: Six investing tips for the next decade

Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.

The long view: Investing through adversity

Markets periodically experience corrections that are part of the investment environment and this volatility can provide opportunities for investors to upgrade their portfolios. History shows that staying invested through periods of volatility has rewarded long-term investors.

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Shares

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

Exchange traded products

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

Superannuation

Hidden fees are a super problem

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

Shares

ASX large cap outlook for 2025

Economic growth in Australia looks to have bottomed, which means it makes sense to selectively add to cyclical exposures on the ASX in addition to key thematics like decarbonisation and technological change.

Property

Taking advantage of the property cycle

Understanding the property cycle can be a useful tool to make informed decisions and stay focused on long-term goals. This looks at where we are in the commercial property cycle and the potential opportunities for investors.

Investment strategies

Is this bedrock of financial theory a mirage?

The concept of an 'equity risk premium' has driven asset allocation decisions for decades. A revamped study suggests it was a relatively short-lived phenomenon rather than the mainstay many thought.

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

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