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Edition: 187

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Edition 187

  • 27 January 2017

It's traditional for the first edition in a new year to make predictions, and it's easy to pontificate about Trump, China, Russia, Brexit and markets. But how much value is that to long-term investors, when most market punditry in 2016 became an embarrassment? Nobody knows the impact of Trump in the top job, and yet stock markets have rallied strongly after this plunge into the unknown.

Howard Marks on expert opinions as a coin toss

The memo from Howard Marks titled 'Expert Opinion' explains how forecasting is more art than science, and we give too much weight to many expert opinions which are little more than a 50-50 guess.

Second-level thinking on Australian banks

Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.

10 tips for winding up an SMSF

Regardless of why an SMSF needs winding up, certain steps must be followed to do it correctly. This list will help SMSFs trustees stay on the right side of the law and allow for a smoother audit process.

ETF industry predictions for 2017

Australia's ETF industry saw significant growth in 2016, and 2017 looks set to continue this trend, driven especially by younger generations who prefer self-directed investment strategies.

A defining year for super requires your input

An appeal for interested parties to contribute to the government's discussion paper on post-retirement products, now called 'MyRetirement' solutions, to be offered within the superannuation system.

Looking behind the screens of ESG investing

ESG investing is becoming more of a mainstream consideration for investors. Asset managers are facing the challenge of having to meet clients' non-material requirements as well as their long-term financial goals.

Is the super withdrawal and re-contribution strategy over?

The advantages of using re-contributions to minimise taxable components within super will dry up after 1 July 2017, but those in a position to make the most of it now, should consider seeking advice and doing so.

Most viewed in recent weeks

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

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

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