21 November 2024

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Vale Graham Hand The nuts and bolts of family trusts Welcome to Firstlinks Edition 583 with weekend update Warren Buffett is preparing for a bear market. Should you?Preserving wealth through generations is hard

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Edition: 368

1-8 out of 8 results.

Welcome to Firstlinks Edition 368

29 July 2020

Differences of opinion create a market. Technology stock buyers have been the big winners but there are plenty of sellers as it's not difficult to make a compelling argument for and against the sector. The doubters say money flowing into tech has pushed values well beyond fundamentals, while supporters say the virus has compressed years of digital progress into months. We check both sides.

After 30 years of investing, I prefer to skip this party

Roger Montgomery
29 July 2020
20

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

Citi’s Gofran Chowdhury: clients don’t think the worst is over

Graham Hand
29 July 2020
2

Citi's clients tap into their own views to find investments that suit their portfolios, often working across global boundaries. It's a search for solutions in a world with no risk-free returns.

Two thematics to watch in volatile times

Sean Fenton, James Delaney
29 July 2020
1

COVID-19 is delivering winners and losers, and buying a well-positioned company while shorting one with worse prospects can provide returns while managing the downside of an overall market correction.

Four ways to reduce the generation blame game

Emma Davidson
29 July 2020
44

There's a popular view that generations are 'at war', but is it really the case that generations are more divided than ever before? If so, what's causing it? Why now? And how can we move forward?

Is gold a growth or defensive asset?

Jordan Eliseo
29 July 2020
18

As uncertainty intensifies around geopolitics and markets, gold has rallied strongly in 2020. While most investors think of gold for price growth, does it deliver defensive features to a diversified portfolio?

Large super funds struggle to match index in Aussie equities

Donald Hellyer
29 July 2020
12

With the Retirement Income Review now in Treasury's hands, will the 'fact base' establish whether large super funds do better than the share index? The public evidence is not impressive.

The green lining of COVID-19: a time for change

Lise Moret
29 July 2020
9

With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Chris Cuffe, James Gruber, Mark LaMonica CFA
19 November 2024

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Greg Russo
16 October 2024

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

James Gruber
6 November 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

James Gruber
16 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

John Abernethy
23 October 2024

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