23 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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Home / 321

Edition: 321

1-8 out of 8 results.

Welcome to Firstlinks Edition 321

29 August 2019

More falls in cash rates and Josh Frydenberg's advice to boards to stop paying special dividends and making buy backs would mean further income reductions for investors. The Reserve Bank hopes moving from 1% to 0.5% would stimulate the economy, but what about the withdrawal of spending power from millions relying on their savings?

Magellan’s Vihari Ross on the players in the team

Graham Hand
28 August 2019
1

The companies that earn a place in an investment portfolio are like the players in a sporting team. They must perform strongly and complement each other, and not keep someone out who is better.

Why you should be wary of share buy backs

Anthony Aboud
28 August 2019
2

This week, Treasurer Josh Frydenberg told Australia companies to invest in growth rather than return capital or buy back their own shares. There are other reasons to check the merit of buy backs.

How to spot genuine pricing power

Joe Magyer
28 August 2019
1

Look for a company whose prices are rising faster than inflation without customer churn, while leveraging its existing strong relationships to cross sell or up sell or some mix of both.

Four things advisers can do to manage conflicts

Simon Carrodus
28 August 2019
7

Thanks to the Royal Commission, everybody is aware of the problems with vertical integration and in-house conflicts for financial advisers. What should advisers and their clients look for?

Finding safety and returns in a low interest rate world

Kate Samranvedhya
28 August 2019
1

Bonds markets have continued to defy the notion that low yields imply low returns, and most investors need the solid foundation that bonds give to a portfolio.

Six suspects in the murder of inflation

Nicholas Stotz
28 August 2019
5

The market has been looking for inflation for most of the last decade. Low interest rates should increase consumption, borrowing and demand and result in higher prices. What killed inflation?

What do negative rates and other RBA moves mean for investors?

Shane Oliver
28 August 2019
4

The RBA is likely to first exhaust conventional easing by cutting the cash rate to 0.5% by year end before deploying unconventional measures. Negative interest rates are unlikely.

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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.

James Gruber
12 March 2025

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.

Shane Oliver
12 March 2025

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.

James Gruber
19 March 2025

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.

Andrew Mitchell, Steven Ng
19 March 2025

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.

James Gruber
9 April 2025

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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