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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

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.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

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

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.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

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.

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