6 February 2025

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What to expect from the Australian property market in 2025 The perfect portfolio for the next decade Retirement is a risky business for most people Howard Marks warns of market froth The challenges with building a dividend portfolio

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Home / 445

Edition: 445

1-8 out of 8 results.

Welcome to Firstlinks Edition 445 with weekend update

10 February 2022
3

In recent years, investors have relied on the 'Fed put', the belief that if the stockmarket falls, the US Fed will ease monetary policy and rescue the market. It worked in 2018 and 2020, but there are dangers assuming conditions are the same in 2022. With the US comprising well over half of global equity market values, we all know what happens if the US sneezes.

Last interview with Hamish Douglass before medical leave

Graham Hand, Hamish Douglass
9 February 2022
13

Last week, I interviewed Hamish Douglass about investing and positions in his portfolio. He was articulate, confident and relaxed, but a few days later, the Board of Magellan announced he was taking medical leave.

Mike Murray on watching for the changing narrative

Graham Hand, Mike Murray
9 February 2022
1

Australian Ethical explains its first move into active ETFs, Murray's best investments and one he'd prefer to forget, a stock he will hold for 10 years, and why they hold supermarkets that sell tobacco and alcohol.

What are the advantages and disadvantages of family trusts?

Stebin Sam
9 February 2022
11

Family trusts are used to hold wealth, with benefits like asset protection, tax planning, capital gains tax discount and ability to carry forward losses. But there are disadvantages that must be weighed up.

Infrastructure assets are well placed for inflation era

Gerald Stack, Ofer Karliner
9 February 2022
2

In theory, unlisted infrastructure should be priced at discounts to listed assets due to their illiquidity. In fact, the opposite has been the case, but both types are positioned to withstand the inflation threat.

The relationship between inflation and commercial property

Steve Bennett, Sasanka Liyanage
9 February 2022
1

Commercial real estate has historically provided a solid hedge and performed well in periods where inflation has increased against the backdrop of economic expansionary periods. What happens as interest rates rise?

Four big ideas in the small cap space

Steve Johnson
9 February 2022
1

Most small cap managers outperformed their benchmark in 2021, with more choice and diversity of companies than the big end of town. Small caps are often overlooked and operate in niches with less competition.

Australia is at a crossroads and must support new ideas

Chris Gibson
9 February 2022
4

The composition of the S&P/ASX 200 resembles that of a developing nation rather than our larger Western peers. How do we continue to grow our economy while evolving to remain competitive on the global stage?

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What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

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Howard Marks warns of market froth

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James Gruber
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The challenges with building a dividend portfolio

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Roger Montgomery
1 January 2025

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