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Edition: 320

1-8 out of 8 results.

Alex Vynokur on how ETFs disrupted investing

ETFs are doing to funds management what Spotify did to music. All investors and product providers need to adapt. Active managers can no longer justify index hugging at active fees.

Six market themes for the next five years

Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.

Risk and reward in three high-income investments

As term deposits no longer satisfy the need for income, more investors are turning to alternative sources. Here's a check on where three types of fixed income sit in the company funding structure.

How to be a human be-ing, not a human do-ing

Learn to make better decisions. We are human be-ings not human do-ings. We don’t always need to be active and switching investments often means selling and buying at exactly the wrong time.

Should retirees spend more and worry less?

When more than half of retired Australians restrict their spending to less than the age pension and fear running out of money more than death itself, they may be denying a better lifestyle for themselves.

Why Grattan’s got it wrong on super

The retirement review must consider the wide range of circumstances facing retirees. We cannot assume that everyone is a home owner, is single, will retire at the pension age and will live to 92.

Off target: Mercer misses the mark on our retirement modelling

Grattan has released a response to the above Mercer critique, with this short summary of their position and the longer paper attached. The coming retirement review will need to cope with such diversity of opinions.

Welcome to Firstlinks Edition 320

  • 19 August 2019
  • 5

Most of you have never used a bond price calculator. It may sound boring but inputting a few yields into this simple calculator is highly instructive. It shows why bond funds have delivered strong returns in the last year and the possible impact of a reversal if rates rise. Let's check some prices based on the longest Australian Government bond listed. 

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.

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.

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.

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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