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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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Edition: 396

1-8 out of 8 results.

Welcome to Firstlinks Edition 396

25 February 2021
26

There's a favourite phrase that climate change sceptics like to use, that ‘the science is not settled’. It's powerful because it's easy to find a qualified scientist who disagrees with 95% of his or her colleagues. Investing is even worse, because it is open to personal interpretations and subject to behavioural biases. The science is certainly not settled.

Dog-eat-dinner: a tough day in the life of a broker analyst

Marcus Padley
24 February 2021
12

What do stock analysts do in reporting season, faced with hundreds of company reports? Take a look inside the secret world of broking and the analysts burning the midnight oil for a month, hoping for a special insight.

What drives Australian versus global equity performance?

David Bassanese
24 February 2021
4

We tend to think of the 'stockmarket' as one beast, but it pays to know the drivers of the different parts, especially global versus Australian stocks. The outlook favours global due to better sector exposure.

Invest in Australian value stocks before it is too late

Reece Birtles
24 February 2021
3

By now, we know 'growth' stocks have outperformed 'value' for many years and investors look to the future, but there are good reasons why the switch is on, especially as value companies emerge from the pandemic.

Gains of a lifetime reward new retail investors

Gemma Dale
24 February 2021
3

Nobody knows how to pick the bottom of the market, but new investors did well in 2020. They captured most of the returns since the lows, and contrary to popular opinion, they are not punting away on tech stocks.

FANMAG: Because FAANGs are so yesterday

Ishan Ghosh PhD
24 February 2021
2

FANMAG returns have been strong but not relative to their predecessors. Looking at a broader group of large tech companies, most have lagged the market. Fad-based investing is no substitute for broad diversification.

Overdue overhaul of Australia’s aged care system

Rachel Lane
24 February 2021
2

To support a better aged care system appropriate to the needs of all Australians, critical changes are needed including a new financing approach. The current system has failed seniors, carers and providers for years.

‘Super-defensive equities’ may rescue struggling 60/40 portfolios

Alastair MacLeod
24 February 2021
2

The 60/40 portfolio has been the mainstay of 'default' Australian investing, but large allocations to bonds compromise returns when rates are low. Strategies with exposures negatively-correlated to equities are needed.

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Why the $5.4 trillion wealth transfer is a generational tragedy

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The 2025 Australian Federal election – implications for investors

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