22 December 2024

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Vale Graham Hand Australian stocks will crush housing over the next decade, one year on Avoiding wealth transfer pitfalls Taxpayers betrayed by Future Fund debacle Australia’s shameful super gap

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Edition: 373

1-8 out of 8 results.

Welcome to Firstlinks Edition 373

2 September 2020
1

It was a milestone for strange times last week when the company with the longest record in the Dow Jones Industrial Average (DJIA) index, ExxonMobil, once the largest company in the world, was replaced by a software company, Salesforce. Only one company in the original DJIA exists today. As businesses are disrupted, how many of the current DJIA companies will disappear in the next decade or two?

Everything my friends need to know about investing

Thomas Philips
2 September 2020
21

Based on a long investing career, the author sets out his beliefs without attempting to justify them here. Readers can agree or disagree. It's his guide for friends and family with an actionable variation for risk appetite.

SMSFs and COVID: the biggest trends in 5 charts

Emma Rapaport
2 September 2020
2

COVID-19 pushed many SMSF trustees to change their asset allocation, but some of the adjustments are surprising. In the GFC, there was a surge of new SMSFs as investors lost confidence in fund managers to protect them.

Retirement adequacy: COVID means we need to work longer

Nick Callil, Erinn Cullinane
2 September 2020
8

The amount in super available at retirement is highly individual. Early withdrawals, working longer, extra contributions and work history determine if someone can maintain a desired lifestyle with the funds available.

What we don't know: five strategies for uncertainty

Peter Moussa
2 September 2020
2

While pundits make forecasts every day, Charlie Munger admits he has no idea where COVID-19 will lead us. Investors need to understand what we don't know and adapt their portfolios accordingly.

To speculate or not to speculate

Robin Bowerman
2 September 2020
3

More retail investors than ever are speculating on the stock market, driven to FOMO by the success of others. Here are five rules which have stood the test of time rather than hoping speculation works.

China and US ‘decoupling’ likely to be mild

Michael Collins
2 September 2020
3

The latest iteration of globalisation is forming. Western consumers will face reduced choice and higher prices and global production networks will be less efficient. But the US and China also need each other.

Red pill or blue pill? Navigating the matrix of fixed income

Mark Mitchell
2 September 2020

Government bond yields are so close to their lower bounds that they are unlikely to provide the returns of the past, nor act as a counter to falling equity markets. What are the investment choices?

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Most viewed in recent weeks

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

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.

James Gruber
11 December 2024

Avoiding wealth transfer pitfalls

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

Peter Nevill
13 November 2024

Taxpayers betrayed by Future Fund debacle

The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.

John Abernethy
27 November 2024

Australia’s shameful super gap

ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.

Pascale Helyar-Moray
4 December 2024

Looking beyond banks for dividend income

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

James Gruber
20 November 2024

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