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31 December 2024

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Edition: 398

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Welcome to Firstlinks Edition 398

  • 11 March 2021
  • 4

While markets always have differences of opinion, fund managers are further apart than ever. At one end is the bounce back theory of massive consumer spending. The other is the overvaluations during a pandemic with mutant virus threats. Plus Julie Bishop on leadership, life and libertines.

Julie Bishop on leaders, life, Liberals and libertines

At a CFA event for IWD, Australia's first female foreign minister gave her frank opinion on leadership and life. Later, she opened up on events in Canberra: "I'm surprised that no-one thought to inform the Prime Minister." 

Four bubbly market pockets show heightened risk for investors

At the top of every market, there are signs that investors look back on and say the excesses were obvious. While many parts of the market are fairly valued, here are four bubbles which show irrational exuberance.

You think you're passive but are you really concentrating?

Rules of thumb often oversimplify things. While it looks like an index or passive portfolio spreads risks across the market, it is surprising how concentrated indexes have become, leaving investors with sector bets.

Three key takeaways from Buffett's annual letter

Warren Buffett's annual letter has a simple focus on long-term investing: "All that’s required is the passage of time, an inner calm, ample diversification and a minimisation of transactions and fees."

Three key themes for global income investing post COVID

Heavy consumer spending, rising commodity prices and government deficits point to rising inflation. Given the risk in long-term fixed rate exposure, where else can bond exposure help generate income?

Investment forecasts: foresight or folly?

It's easy to find eminent market experts with completely opposite views on the market at any moment. View the forecasts of investment gurus for what they are: guesstimates. Only you can decide what's right for you.

Understanding QE and its impact on inflation

With bond rates and Reserve Bank actions driving equity markets and inflationary expectations, it pays to understand what is really happening in both central bank and commercial bank balance sheets.

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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.

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.

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.

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.

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.

AFIC on its record discount, passive investing and pricey stocks

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

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