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Edition: 376

1-10 out of 10 results.

Welcome to Firstlinks Edition 376

24 September 2020
2

The US tech index, the NASDAQ, peaked on 2 September 2020 at 12,058 and three weeks later closed at 10,632. On the same days, Apple hit US$137.98 and then fell to US$107.12. These falls of over 10% and 20% seem high but both were simply returning to their early August levels. It's hardly a rout when a month's gains are given back. The bigger issue is whether such stock corrections will scare off the retail 'Robinhood' traders.

Interview on new technologies with more potential to grow

Graham Hand
23 September 2020
3

For many global tech companies, COVID has boosted their revenues and pushed share prices to all-time highs. We are on the cusp of amazing technical advances and there are plenty of new opportunities.

Five reasons why Tesla is the everything bubble

Vikram Mansharamani
23 September 2020
18

As fewer professionals actively research the merits of a company’s prospects, stocks become disproportionately driven by capital flows. Prices disconnect from fundamentals and there's no better example than Tesla.

Three retirement checks for when you have enough

Christine Benz
23 September 2020
11

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks, especially with bond rates so low. But some retirees prefer to settle for a lower income.

Hide and seek: the FX impact on global equity investments

Adrian Fyffe
23 September 2020
4

As more Australians tilt their investments to global equities, they often overlook the exchange rate risk and fees. The move from US57 cents to US73 cents in six months shows the unhedged impact.

When America sneezes, the world catches a ...

Kristiaan Rehder
23 September 2020
1

The recovery from COVID-19 is looking more like a K-shape, with some companies doing well while others struggle. The pandemic seems more akin to a black swan, exogenous shock than a structural downturn.

How the age pension helps retirees cope with losses

Wade Matterson
23 September 2020
6

It's often overlooked how wealthier couples can fall back on the age pension if a market loss hits their portfolio. The reassurance is never greater than in a financial (and now epidemic) crisis.

Your views on the Superannuation Guarantee and JobKeeper

Leisa Bell
23 September 2020
3

We asked our readers whether the government should proceed with the legislated increase in the superannuation guarantee and the wind-back of JobKeeper. One issue was clear-cut, the other more divided.

Your portfolio changes and post-Covid outlook

Leisa Bell
23 September 2020

We discover which asset classes you have been investing in during the pandemic, how portfolio values have changed, and also your outlook on market recovery. Much diversity of opinion.

Your adverse Covid effects and post-pandemic consequences

Leisa Bell
23 September 2020

We asked readers to tell us how they have been personally affected during the COVID pandemic and what they thought would be some enduring consequences.

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