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Edition: 163

1-8 out of 8 results.

Edition 163

  • 8 July 2016

We are facing months of uncertainty while a policy agenda unfolds, and longer until it is legislated. Standard & Poor's has announced Australia's AAA is on negative watch: "We will continue to monitor, over the next six to 12 months, the success or otherwise of the new government's ability to pass revenue and expenditure measures through both houses of parliament."

Survey: Super changes and their impact on the Federal Election

Amid the anecdotes and anger about the election results, this short survey gauges your reaction to the claims about the proposed super changes, both for your own voting and the overall impact on the election.

Britain, Brexit and Australia

Britain is less important to Australia as an export market than it has ever been, reducing the impact here of any short-term Brexit disruption. It's possible that Britain will benefit from Brexit as a new sense of independence encourages spending and employment with less external interference.

Technology update and Mary Meeker’s amazing report

Mary Meeker's report on technology trends includes astounding statistics like the 3 billion photos shared every day. It not only points to the technology winners, but shows how every business needs a digital strategy.

10 factors to watch when buying expensive shares

Value investors often shun expensive shares with high price to earnings ratios, only to watch prices continue to push ahead. What should investors look for to avoid missing these opportunities?

How will the global slowdown in productivity affect investors?

Productivity growth has slowed, and if it persists, it's another sign that future investment returns will disappoint and fiscal imbalances will persist. There are strategies that might counter the worst effects.

CEO letters cut through the white noise

Annual reports are often long and laborious and read by few people, but there are gems among the more personal CEO letters that are far more informative.

Quant plus fundamental: two methods are better than one

Combining quantitative techniques with traditional fundamental analysis can give new insights, especially when integrated with obtaining and aggregating data from non-traditional sources.

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Australian stocks will crush housing over the next decade, one year on

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.

What to expect from the Australian property market in 2025

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.

The perfect portfolio for the next decade

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.

Howard Marks warns of market froth

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.

9 lessons from 2024

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.

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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