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4 December 2024

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Edition: 166

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Edition 166

  • 29 July 2016

Legendary US fund manager, Bill Gross, co-founded PIMCO and ran their US$270 billion Total Return Fund before joining Janus Capital in 2014. His June and July 2016 Investment Outlooks warn, “Worry for now about the return ‘of’ your money, not return ‘on’ it ... You have a better chance of observing another era like the previous 40-year one on the planet Mars than you do here on good old Earth.”

Are bonds failing us as a warning signal?

In previous cycles, bond yields provided a strong indication of the general health of the economy, but huge coordinated actions by central banks are changing that paradigm. Watch how you read the signals.

Seniors living is becoming a mainstream investment

The seniors accommodation sector offers opportunities for investors willing to take a long-term approach, as the population ages and demands a wide range of different types of facilities.

Estate planning and your wishes after death

Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

Investing conservatively vs conventionally: is there a difference?

The ASX’s top 20 companies as a group performed poorly last year, due in part to the cost of purchasing those shares. This begs the question, just because an investment is conventional, is it by definition conservative?

Australia’s other boom exports

As Australia's commodities boom wanes, other more resilient industries have strengthened. Tourism, education, food, and wine exports have surged, with demand led by Asia.

Investing is a balancing act

Investors should set a preferred asset allocation based on risk tolerance, but sticking to it through tough market conditions is a challenge. Yet most of an investor's return comes from asset class allocation.

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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.

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The gentle art of death cleaning

Most of us don't want to think about death. But there is a compelling reason why we do need to plan ahead, and that's because leaving our loved ones with a mess - financial or otherwise - is not how we want them to remember us.

Why has nothing worked to fix Australia's housing mess?

Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.

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