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Edition: 180

1-8 out of 8 results.

Edition 180

  • 4 November 2016

Roger Montgomery on savage price falls, pension changes coming, lack of action on renewables, banks joining fintechs, real returns, CRIOs and horses.

Market serves up some savage volatility

We are seeing rapid one-day movements in some large stocks of 10% to 20%, especially those that were 'priced for perfection'. What is causing this, and does it present a threat or an opportunity in a portfolio?

Pension winners and losers from 1 January

With the new pension rules, the magic number is 7.8%. If a pensioner sells an asset to fund an improvement in the family home, the pension may increase $7,800 pa for every $100,000 over the assets test.

Lack of policy direction hurting renewables

The renewables industry is hampered by the combination of a shallow venture capital market and capital-intensive technology. The recent power outages in South Australia did not help.

Banks team up with their FinTech competitors

Although many people regard FinTechs as threats to banks and large incumbents, most of the new kids on the block see the value in forming beneficial relationships and cooperating rather than competing.

Achieving real returns in a low-growth world (part 2)

Meeting real return objectives in a low growth environment is a challenge. Investors will need to use cyclical volatility to their advantage by riding the upside and, importantly, avoiding the falls.

Meeting the retirement outcome challenge

Super funds have Chief Investment Officers charged with optimising investment returns, but should they also appoint a Chief Retirement Income Officer (CRIO) to achieve the best retirement outcomes?

The economic reality of breeding and owning racehorses

Before you jump in and invest in that racehorse with its potential Group 1 winnings and breeding credentials, here is a reality check on your dreams of fame and fortune from someone in the know.

Most viewed in recent weeks

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

Welcome to Firstlinks Edition 602 with weekend update

Markets are undergoing a mini-crash and there’s a whiff of fear in the air. The challenge for investors is emotional rather than intellectual, and here are three rules to ensure that your portfolio remains on track.

  • 13 March 2025

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

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