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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Home / 393

Edition: 393

1-9 out of 9 results.

Welcome to Firstlinks Edition 393

4 February 2021
4

Regardless of the many theories floating about on the impact of the extraordinary events around GameStop trading, there is one market fact: you never know who is on the other side of your trade. The Reddit tribe is portraying a victory against a few hedge funds as the little guy gaining revenge over Wall Street, but many 'suits' are enjoying the ride.

Global search for short-term losers and long-term winners

Graham Hand, Ted Maloney
3 February 2021
1

Active managers need to know what factors are distorting asset prices. This interview with Ted Maloney, CIO of MFS, explores how much of 10 years of growth has been pulled forward and the impact of Reddit users.

Australian housing values reach a new record high

Tim Lawless
3 February 2021
10

Only six months ago, the Reserve Bank was modelling the impact on banks if house prices fell 40%. It was called 'extreme by plausible'. Most economists expected a fall of at least 10%, yet here we are with record prices.

A close look at retiree fears and expectations

Richard Dinham
3 February 2021
19

Half of Australians retire early due to unexpected circumstances and within timeframes they did not choose, and two-thirds of pre-retirees worry about funding their retirement. But neither are the greatest fear in retirement.

Emerging from the pandemic and the future of workplaces

Steve Bennett
3 February 2021
5

Employees value WFH flexibility but they also enjoy and benefit from the office environment. Businesses will need to adapt but tenants say office work remains essential for productivity, culture, risk and driving innovation.

Seven key charts on the global economy and investments

Shane Oliver
3 February 2021
2

Key factors to watch in 2021 are coronavirus cases and deaths, global business conditions, unemployment, inflation, bond yields and the gap between earnings yields and the US dollar. Where are we now?

Innovation wrap: the amazing world of the latest tech trends

Thomas Rice
3 February 2021
1

A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.

Reddit v hedge: GameStop rides to the moon and back

Graham Hand
3 February 2021
1

Members of the Reddit army who believed they were inside the tent sharing views with fellow rebels cannot know who is on the other side of their trades - or even who they are talking to in their group.

Bounce back delivers super second-half for IPOs

James Posnett
3 February 2021
1

The pandemic created a tale of two halves as stimulus bolstered market sentiment in the second half of the year. Many companies benefited from a quickly-transformed world and investors were eager to jump aboard.

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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

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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