Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 340

Edition: 340

1-10 out of 10 results.

Duh! Of course geared funds won, but know the risks

Lists of the best funds of 2019 show geared funds dominate, which is little more than a statement that gearing does well in a strong market. What about the costs and downside when it's not so good?

Sweet spot helping bull market rampage

The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support. 

20 great ways the government helps retirees

This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.

Despite strong 2019, institutions wary of GFC coming

After a big rally in 2019, institutions are far more pessimistic about 2020, and 83% expect a GFC-type event within the next five years. They see a strong role for active investing to reduce the downside.

Bona fide ways to help bushfire victims

Many people want to help bushfire victims but may be unsure of the best way. APS specialises in assessing charities and provides a bona fide list of causes worth supporting, with or without money. 

A simple method compares hybrids with term deposits

Hybrids are riskier than term deposits but investors are rewarded for the risk. Here is a simple way to consider if the reward is sufficient as the hybrid approaches an expected call date.

Poacher turned gamekeeper changes his wealth model

Investors overlook that they are charged more as the market rises. Far more financial services should cost a flat fee, with portfolios dominated by index exposure backed by a few active managers.

Welcome to Firstlinks Edition 340

  • 15 January 2020
  • 1

Companies hit by technology disruptions from competitors often face tough decisions to hang on to customers. It's why many investment analysts require strong 'economic moats' in the best companies as evidence of resistance to competition.

Media worth consuming - December 2019

Links to dozens of global media articles that often do not receive mainstream coverage in Australia. It's sceptical, fun and revealing, often challenging consensus and accepted wisdom.

Investing complexity is a massive industry failing

Despite advances in technology in many parts of asset management, that most fundamental step - the application process - often bewilders investors. Time for the industry to step up and coordinate a solution.

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.

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.

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.

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.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.