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Edition: 369

1-8 out of 8 results.

Welcome to Firstlinks Edition 369

6 August 2020
1

Imagine you had perfect foresight about COVID-19 at the start of the year. You correctly foresaw that the global pandemic would kill over 700,000 among 20 million infections by August. In Australia, borders would close, cities would be locked down, most mortgagors would be on income support and companies would be allowed to trade while insolvent. You then had to guess how much the stock market would fall. Would you say about 10%?

How to handle the riskiest company results in history

Marcus Padley
5 August 2020
13

It is better to miss a results bounce and buy after the company has delivered than it is to step on a landmine. With such uncertainty, avoid FOMO by following these result season investing tips.

The rise of Afterpay and emergence of a new business model

Emanuel Datt
5 August 2020
25

Sometimes the simplest ideas are the best. The founders of Afterpay stumbled on the attraction for consumers of paying by instalments, and now retailers must offer the facility or lose business.

WFH and its impact on Australian offices and tenants

Steve Bennett
5 August 2020
10

Although most office workers are currently WFH, an energy and a buzz comes from working in the same physical space. Other benefits include team building, relationships, talent mentoring and creative collaboration.

Why 2020 has been the year of the bond market

Geoff Parrish
5 August 2020
2

Going back to June 2019, investors would have questioned the logic of diversifying away from outperforming growth assets. But when markets feel at their best, it is paramount to keep a perspective on long-term goals.

Is 5G all hype or real investable opportunity?

Andy Budden
5 August 2020
2

While its impact will take time to unfold, 5G will meaningfully change the world. Once adoption takes hold, there is huge potential for its application across a wide range of industries.

Australian house prices: Part 1, how worried should we be?

Chris Rands
5 August 2020
4

Three key indicators are useful for predicting the short-term outlook for house prices, although tighter lockdowns make the outlook gloomier. There is enough doubt to create cause for concern.

Australian house prices: Part 2, the bigger picture

Chris Rands
5 August 2020
9

There is good reason to believe the negatives will continue to outweigh the positives over the next 12 to 18 months. There is more concern about house prices than the short-term indicators suggest.

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