22 February 2025

Recently trending

Retirement is a risky business for most people The perfect portfolio for the next decade UniSuper’s boss flags a potential correction ahead The challenges with building a dividend portfolio How much do you need to retire?

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Home / 351

Edition: 351

1-12 out of 12 results.

How $200 billion is magically created

Shane Oliver
1 April 2020
30

Australia is in a relatively good position to borrow $200 billion, with the RBA using printed money to buy bonds in the market. The long-term consequences are better than the alternative.

Howard Marks on 'Which way now?' - UPDATED

Graham Hand
1 April 2020
5

Howard Marks is the largest investor in the world in distressed securities. What does he think after checking the virus positives and negatives, and how much has he changed his mind in only a few days?

Four stages of a typical bear market - but is this typical?

John Rekenthaler
1 April 2020
1

Bear markets caused by recession fears follow a pattern, but we have never seen anything like coronavirus. If financial stimulus and medicine prove ineffective, all bets are off.

COVID-19 executes to a different playbook

Campbell Harvey
1 April 2020
1

The turning point in this crisis will be when the number of new COVID-19 cases starts to decrease. Until then, can we mitigate the damage to businesses and the economy so that we can snap back?

Why technology stocks are good for the future

Mark Williams
1 April 2020

Over the long term, the technology sector has a vital role to make the essential transition to a more sustainable global economy and a cleaner planet. We highlight a few names with strong prospects.

Avoid complacency with your SMSF's investment strategy

Graeme Colley
1 April 2020
1

Many trustees of SMSFs have become complacent about vague Investment Strategies, but fund auditors and regulators are paying far more attention. Ensuring your fund complies requires some simple changes.

How an SMSF member can access cash under COVID-19 rules

Alex Denham
1 April 2020
1

The wide range of measures introduced due to COVID-19 include relaxation of some superannuation rules, giving some people access to cash. But watch other rules as it's not a super open-house.

Six steps in COVID-19 emergency plans for companies

Foulsham & Geddes
1 April 2020
2

Businesses and directors must take steps to deal with new restrictions as a result of COVID-19. Here are six actions all companies should consider in these trying times.

Volatility is the new normal, so it’s time to adjust your portfolio

Gofran Chowdhury
1 April 2020
2

The impact of COVID-19 on investments shows there's no place for complacency in a world of VUCA (volatility, uncertainty, complexity, ambiguity). How often do you stress-test your portfolio?

Life after retirement doesn’t need to be scary

Don Ezra
1 April 2020

Many of us worry about retirement – can we afford it? will we enjoy it? will we feel like we’re on the sidelines of life? – but little is written about what that phase of life is actually like.

Every bear is different

Frank Uhlenbruch
1 April 2020

The COVID-19 bear market hit severely, making it the quickest collapse in history with the S&P500 down 34% in a month. But compared with other bears, there are reasons this could be shorter.

Welcome to Firstlinks Edition 351

1 April 2020
25

The $130 billion wage stimulus is astounding in its generosity and scope. It's equivalent to the annual budgets for defence, education and health combined. A cafe owner told me a casual dishwasher who was paid $60 for two hours work a week now wants the $1,500 fortnightly payment. Shane Oliver exclusively explains where $200 billion will come from, and some longer-term consequences.

Firstlinks is sponsored by:

Most viewed in recent weeks

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

Jon Kalkman
29 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

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

James Gruber
19 February 2025

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

James Gruber
22 January 2025

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Brendan Coates, Joey Moloney
22 January 2025

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

16 January 2025

Alliances

Site Map

About Firstlinks

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.