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22 January 2025
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What the ATO says about SMSFs' global allocations, a Chinese worse-case scenario, buying when markets fall, global ranks of Australian super funds, ASIC's adviser register, and a wrap up of a recent fintech showcase.
Cuffelinks issues only one Reader Survey a year, and it would be greatly appreciated if you let us know what you think. This will help us to deliver a better product to you.
Delving into how ATO statisticians compile SMSF data on allocations to global equities shows the information has been misinterpreted. SMSFs are still underweight global, but not as much as analysts claim.
A 'hard landing' scenario for China could see many areas adversely affected, with one problem leading to another. Australia would feel the effects of such a downturn but no-one knows the magnitude.
When stockmarkets fall, investors have the opportunity to ‘grab a bargain’, but the panic and negative media coverage that often accompanies a downturn makes it difficult to go against the crowd.
Australian superannuation funds have experienced almost double the growth of their global counterparts in the last five years, with 16 funds appearing in the top 300 by total assets.
A note from ASIC to Cuffelinks readers regarding the Financial Advisers Register – a comprehensive database of financial advisers’ scope, experience, training and qualifications to assist investors in choosing an adviser.
There is healthy activity in fintech startups across Australia, and many new businesses will come to market in the next few months. What did the audience think when they saw 31 such businesses present in rapid-fire?
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.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
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.