22 December 2024

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Vale Graham Hand Australian stocks will crush housing over the next decade, one year on Avoiding wealth transfer pitfalls Taxpayers betrayed by Future Fund debacle Australia’s shameful super gap

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Edition: 317

1-8 out of 8 results.

Welcome to Firstlinks Edition 317

Graham Hand
2 August 2019

In an exclusive from Hamish Douglass, he shares 13 investment lessons he has applied in building the Magellan business. He divides the insights into four topics: finding investments, letting them work for you, temperament and risk.

13 of the best: reflections from an investor

Hamish Douglass
31 July 2019
4

Exclusive: Hamish Douglass’s 13 lessons from years of investing include how to find the right investments, how to let investments work for you, risk management and the best temperament.

Beat the market: active ETFs v LICs v unlisted managed funds

Emma Rapaport
31 July 2019
6

Investors looking for active management should understand the different structures as access, dividends, discounts or premiums, ability to buy and sell and pricing vary by type.

Advisers must step up and articulate their value

Jodie Hampshire
31 July 2019
7

In a time where advisers are under pressure to demonstrate their value, the latest Russell Investments ‘Value of an Adviser’ report reveals investors gain around 4.4% per year through a quality advice partnership.

From macro to micro: end-of-cycle investing

Stephen Dover
31 July 2019

For a decade of accommodative central bank monetary policy, investors have been more macro-oriented, following liquidity and rate patterns. It’s time to focus on companies and be more micro-oriented.

Review creates challenges for super outcomes

Geoff Warren
31 July 2019

The APRA Capability Review pushes a focus onto member outcomes, but how will the regulator drill down into the product level in an efficient manner? It may create dysfunctional behaviours among super funds.

Avoid the acronyms and go for hidden niches

Lawrence Lam
31 July 2019
1

Don’t let the headlines and buzz acronyms deceive you. The long-term opportunities lie with specialist manufacturers that make product-critical components with very few competitors.

Did your super do better than this in FY19?

Graham Hand
31 July 2019
13

Many super funds and portfolio managers delivered strong results in FY2019, and critics of our default superannuation system should ask whether individuals can match these consistent returns.

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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.

Chris Cuffe, James Gruber, Mark LaMonica CFA
19 November 2024

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.

James Gruber
11 December 2024

Avoiding wealth transfer pitfalls

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

Peter Nevill
13 November 2024

Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

John Abernethy
27 November 2024

Australia’s shameful super gap

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

Pascale Helyar-Moray
4 December 2024

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

James Gruber
20 November 2024

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