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2 February 2025
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A harder look at SMSFs, Volkswagen bond market lessons, household borrowing overshadows business, income in retirement, your ethics may not be mine, and why is everyone complaining about super?
The lending patterns of households and businesses, when compared against GDP and disposable income, can provide useful insights into where the economy is headed.
When your accountant, financial adviser or golfing partner recommend an SMSF, check this list to consider all that's involved, even if you think you have the time to manage it.
When a company fraud is uncovered there are many losers, and companies are not run to benefit bondholders. The main protection against such unforeseeable risks is to maintain a well-diversified portfolio.
To give superannuation the best chance of providing the desired retirement income, it makes sense to manage for the relevant risks over time and protect investments from inflation.
It's a dilemma for fund managers to make divestment decisions on behalf of investors based on philosophical grounds. Does it reflect the investors' beliefs and will it adversely impact returns?
Australia's superannuation industry is experiencing an identity crisis of sorts as the government tries to legislate a 'purpose for super', while performance is often sacrificed in the quest to minimise fees.
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.
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.
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.
Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.