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Edition: 382

1-11 out of 11 results.

Capital Group: What the U.S. election means for investors

Biden is close but Republicans will likely hold the Senate. A split Congress has historically resulted in higher market returns. Investors should note that company earnings, not elections, drive the stock market.

MFS Investments: Blue wave fails to reach shore

If he wins, Joe Biden will enter office with a weak mandate relative to expectations due to the underperformance of his party, but the executive branch wields a great deal of power in the regulatory framework.

Perpetual: Biden impact not as important as China for Australia

Over the long term it doesn’t matter who is the President as the US has thrived under different presidencies and parties. At least as important for Australia is the deterioration of our China relationship. 

Welcome to Firstlinks Edition 382

  • 5 November 2020
  • 28

ELECTION UPDATE. At 3.20am AEST on Sunday, Joe Biden became the 46th US President by winning Pennsylvania. Donald Trump is yet to concede but he did much better than the polls expected. Despite a scandal-filled Presidency, 70 million Americans voted for him in 2020. Regardless of his own wealth and the way he used the Presidency for his own businesses, he managed to tap into the disillusion from the bottom 90% of Americans who combined own as much wealth as the Top 1%. Much has changed in the US since I holidayed there with my family in 1998.

Why tech companies trade at a premium

When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.

Video: How Chris Cuffe finds fund managers who 'swing the bat'

Chris Cuffe has spent four decades selecting fund managers for multi-manager portfolios, and he explains what he looks for and why active management can work, as well as updating his investment lessons.

Video: Noel Whittaker on investing until you’re 100

Most people underspend in retirement as they do not know how long their money needs to last. There is no magic formula to address this but stay invested in growth assets and focus on health and relationships.

Momentum or rupture: has demand for oil already peaked?

At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?

Through the looking-glass: what counts is not tied to an index

Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.

Four themes to set your portfolio for economic recovery

Sitting on the sidelines means missing the best days in the market and forgoing initial recovery periods that may include healthy index increases. Here are investment themes to guide through turbulence.

Britain amid COVID and the pain of the final exit talks

No option removes the existential threats to the UK stirred by its EU departure. What started in 2016 as enough voters defying the odds has left the UK dangling politically and economically amid a pandemic.

Most viewed in recent weeks

How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue. 

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

  • 27 June 2024

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