22 January 2025

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Australian stocks will crush housing over the next decade, one year on What to expect from the Australian property market in 2025 The perfect portfolio for the next decade Howard Marks warns of market froth 9 lessons from 2024

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Home / 339

Edition: 339

1-8 out of 8 results.

Why good investing is like a healthy diet

Graham Hand
8 January 2020
4

It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.

How do your financial priorities stack up with our pyramid?

Christine Benz
8 January 2020
3

Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.

Authorities reveal disquiet over LIC fees

Graham Hand
8 January 2020
10

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

1 January is a moment of truth for the wealth industry

Paul Heath
8 January 2020
3

How can an adviser who is receiving a significant fee for selling a product be in a position to offer good, impartial advice to their client? They can’t, and the industry will slowly accept this.

A crisis of underinsurance threatens to scar rural Australia

The Conversation
8 January 2020
11

Australia relies heavily on insurance for recovery from disasters, but underinsurance due to underestimating expenses is common. Read this and check your policy as costs blow out in a crisis.

Headwinds and tailwinds, a decade in review

Hugh Dive
8 January 2020
1

Looking back over the last decade shows the factors which have driven success for some companies and failure for others, driven by falling interest rates, a lower Aussie dollar and technology changes.

Interview Series eBook, investing insights from global experts

Firstlinks
8 January 2020
1

30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020.

Welcome to Firstlinks Edition 339

8 January 2020
3

In this new decade, Australia is expected to add another four million to its population, as it did in the previous decade. We have the fastest-growing population in the developed world (1.5% in the year to June 2019), which is one reason for nearly 30 years of economic growth. More people means more stuff. It's driven by net overseas migration of about 250,000 a year, and when most live in Sydney and Melbourne, the prosperity comes at a cost in transport, crowding and property prices.

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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.

James Gruber
11 December 2024

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.

Michael Yardney
8 January 2025

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.

James Gruber
15 January 2025

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.

James Gruber
8 January 2025

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.

James Gruber
18 December 2024

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.

James Gruber
1 January 2025

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