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9 January 2025
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Discovering the hidden costs of property investment, over-exposure to banks and property, effects of a new relationship in retirement, how high is too high for China's stock market, and what goes into valuing tech companies.
Other sharemarket opportunities than banks are likely to be more resilient in the event of a market correction. Banks have large exposures to residential property which is doubling up on risk for many Australians.
Seniors entering a new relationship want to enjoy their late-life happiness, but some may also worry about how the new arrangement will affect their income and estate planning. There are many options to consider.
The spike in the value of Chinese stocks in the last year has reached 120%. Driven by locals using margin debt and foreigners wanting some of the action, how long will it last?
Valuations of technology companies are driven by both external and internal factors, but it's still more art than science. There's no magic formula amid the guesswork but there are some basic principles to follow.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
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.
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.
What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.