22 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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Edition: 341

1-8 out of 8 results.

The demographics of a growing (and ageing) Australia

David James
22 January 2020
20

Understanding demographics is vital for successful planning and investing for the future. What is happening on population growth, ageing, natural increases, immigration and our role in Asia?

Three leading Aussie stocks dependent on China

Glenn Freeman
22 January 2020
1

As the newly-inked initial trade deal between the US and China appears set to roll back some tariffs, we look at how these China-exposed Australian companies have fared recently.

Where do Australian share returns come from?

Ashley Owen
22 January 2020
7

The returns from Australian shares come from four main components. Any forecast needs to consider these different parts, as Australian shares were recent laggards in diversified portfolios.

Natural disasters and access to superannuation

Olivia Long
22 January 2020

While charitable donations and government assistance is swinging into action, it will fall short of meeting all needs. Many people will look for early access to their super nest egg to meet expenses.

Three overlooked points on the LIC/LIT fee battle

Jonathan Rochford
22 January 2020
5

Advisers accepting selling fees to push LICs and LITs (and hybrids) has become an industry flashpoint. The heated debate is overlooking crucial points which must be addressed in any final resolution.

Spending phase calls for retiree risk rethink

Richard Dinham
22 January 2020
7

The right kind of equity exposure in retirement should come with downside protection and upside capture that enables sufficient participation in market strength. Decumulation investing is different.

When algorithms go rogue the havoc is all too human

Dubravka Cecez-Kecmanovic
22 January 2020
1

Algorithms and AI are increasingly entering our lives, with the belief they make impartial judgements. But it's a myth that they are unbiased, efficient and better decision-makers than humans.

Welcome to Firstlinks Edition 341

22 January 2020
1

The majority of investors hold a diversified portfolio no more than half invested in equities. The share exposure often declines with age as retirees seek capital preservation, and even young people place their super in balanced funds. Delight in the noisy 'all-time highs' is far from universal, with millions of Australians missing the big gains.

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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.

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The 2025 Australian Federal election – implications for investors

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