25 December 2024

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Vale Graham Hand Australian stocks will crush housing over the next decade, one year on Taxpayers betrayed by Future Fund debacle Australia’s shameful super gap Looking beyond banks for dividend income

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Home / 432

Edition: 432

1-8 out of 8 results.

Welcome to Firstlinks Edition 432 with weekend update

4 November 2021
1

Hi all. Harry here, sitting in Graham’s editor chair (albeit virtually) for a couple of weeks while he enjoys a long-overdue break. Having been a contributor to Firstlinks over the years, it’s very humbling to see the work of so many talented contributors from an editor’s perspective, rather than a writer. I hope you enjoy the thought-provoking pieces on offer in this edition.

“Trust your instinct” Hamish Douglass in conversation with Sir Frank Lowy AC

Hamish Douglass
3 November 2021
8

Sir Frank shares his story, including his journey from war-torn Europe, identifying opportunities, key character traits necessary for business success, and the importance of remaining paranoid yet optimistic.

What’s the truth about stagflation?

David Lubin
3 November 2021

Stagflation occurs when economic growth slows (stagnation) and prices rise (inflation), and while this scenario has been evident for a while now, is it really the same as the last time, over 40 years ago?

RBA signals the end of ultra-cheap money. Here’s what it will mean

Isaac Gross, The Conversation
3 November 2021
9

The Melbourne Cup day RBA meeting confirms the cessation of the ‘yield control’ strategy that’s been in place since July. What might this signal for interest rates in the near term?

Rising bond yields complicate the COVID recovery

Don Stammer
3 November 2021
2

Investment returns have defied initial expectations set in the early stages of the Covid pandemic, but where to from here? Which asset classes offer the best opportunities?

The 60/40 Portfolio – saying bye to old friends and welcoming new ones

Andrew Yap
3 November 2021
7

Low interest rates have so far not ruffled the 60/40 portfolio, but rising rates mean managers and investors will have to be vigilant to maintain returns while controlling volatility.

Is your SMSF ready for SuperStream?

Julie Steed
3 November 2021

SMSFs that are not expecting further rollovers may not be familiar with the new SuperStream requirements that came into effect on 1 October, but if you’re expecting a rollover from another fund you’ll need to be.

Are older Australians re-assessing the job market?

Craig James
3 November 2021
7

The Great Retirement could lead to a tighter job market and higher wages. Older Aussies may see greater health risks at work, while others may elect to smell the roses given the experience of the past 18 months.

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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
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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

Taxpayers betrayed by Future Fund debacle

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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.

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20 November 2024

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?

Joseph Taylor
20 November 2024

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