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Edition: 25

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Edition 25

  • 2 August 2013

More on insider trading from Greg Perry, the fifth dimension of smart beta, consumer sentiment and buying at the top, LIC progress and more education please.

Greg Perry interview from 2002

Greg Perry and Peter Morgan surprised many people in funds management this week with comments attributed to them in the AFR. Here's what Greg said in an interview in 2002.

The fifth dimension of smart beta

Smart beta strategies which weight companies in a portfolio by factors other than market capitalisation are gaining popularity. But they need a further dimension to assist in the preservation of capital.

Investing against the herd, Part 2, Consumer sentiment and equity returns

Investors tend to believe that markets will keep going in the same direction they have been in the recent past - both on the way up and on the way down. Consumer sentiment peaks at the same time as the market.

The evolution of Listed Investment Companies

Listed Investment Companies compete with managed funds and ETFs for pooled investments, and a couple of legislative changes in recent years have improved their outlook.

Education not just legislation

Australians should be creating a comprehensive financial plan to live within their means. It may turn out badly unless we teach skills at an early age and incorporate financial planning into our education system.

Most viewed in recent weeks

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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