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22 December 2024

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Edition: 399

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Welcome to Firstlinks Edition 399

  • 18 March 2021
  • 1

It's a year since the World Health Organisation declared COVID-19 a global pandemic, and we've all experienced changes in our daily lives that none of us expected. The 12-month range for the S&P/ASX200 is 4,402 to 6,938, a rise since February 2020 of 58%. New spending habits - less on travel, more on cars and homes - have impacted individual companies differently. Plus Howard Marks on No Price Too High.

Howard Marks on four riskiest words: No Price Too High

Howard Marks updates his views on markets and whether we are in a bubble, but his comments on fund managers in public markets, liquidity premiums in private markets and the role of SPACs were most original.

The equity of government support for retirement income

Claims about the inequity of super tax concessions and the advantages for high income earners miss a fundamental point. It's fairer with more realistic assumptions on the value of future payments.

Five strategies popular with active share traders

Experienced traders on nabtrade boost their 'buy and hold' portfolios with shorter-term strategies based on their personal views of the world. These are not for everybody but show how some individuals react.

The world in 2030: Six investing tips for the next decade

Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.

Now playing: China’s policy normalisation challenge

While western policymakers aim to sustain economic recovery, Chinese post-pandemic policy normalisation is a headwind with slower credit growth, less government bond issuance and a reduction in the fiscal deficit.

Social media’s impact is changing markets

Social media, app and trading platforms that drive retail participation also open doors for greater volatility. Ironically, easy money is contributing to market risks, with shorting hit by spiking to the upside.

What Kenny Rogers can teach you about investing

Kenny Rogers died a year ago, but did he leave behind any lessons on when to hold 'em, when to fold 'em, when to walk away, or when to run? We know there'll be time enough for countin' when the dealin's done.

Inflation on the horizon? Why now is a good time to invest in private debt

The recent spike in US Treasury bond yields is a clear warning that investors globally are again starting to worry about inflation and the potential impact it could have on monetary policy and financial markets.

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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.

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.

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.

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