21 January 2025

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Australian stocks will crush housing over the next decade, one year on What to expect from the Australian property market in 2025 Howard Marks warns of market froth The perfect portfolio for the next decade 9 lessons from 2024

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Home / 451

Edition: 451

1-9 out of 9 results.

Welcome to Firstlinks Edition 451 with weekend update

24 March 2022
2

Investors have a love/hate relationship with cash in their portfolios. When markets fall, it's a relief to see a bulwark hold its value. When markets run up, it looks like a poor opportunity cost. Be patient. Cash is about 30% of Warren Buffett's portfolio as he waits for value in the market.

Four ways to invest in the same fund and save money

Graham Hand
23 March 2022
6

Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the unlisted version is cheaper? Find the best way to invest.

The end of Russian oil

Peter Zeihan
23 March 2022
3

Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.

Private equity’s role in a well-constructed portfolio

Russel Pillemer
23 March 2022
2

Private equity is attracting ever larger allocations from institutional investors. Russel Pillemer makes a case that all investors should consider the asset class.

Opening the virtual frontier: Senator Hume’s address to Blockchain Week

Senator Hume describes the crypto ecosystem as a new virtual frontier, and says she will not stand in the way of pioneering Australians chasing the opportunities and benefits presented by innovations in crypto assets.

Doubts over the Eraring Power Station closure

Tony Dillon
23 March 2022
19

There may be serious flaws in the plan to replace the generation capacity from the accelerated closing of Eraring Power Station. Tony Dillon critically assesses the proposed approach.

Rising interest rates: risk or opportunity for global listed real estate?

Justin Blaess
23 March 2022

Analysing the impact of interest rates, bond yields and real yields on historical returns is interesting and can be useful to understand how the past may impact the future of the listed global real estate sector.

Ukraine-Russia conflict update: Compendium of research

Dave Sekera
23 March 2022

Most global corporations' direct exposure to Russia is limited; however, rising commodity prices and supply chain disruptions will pressure consumer sentiment and raise inflationary risks.

The investment case for Australian private debt

Andrew Lockhart
23 March 2022

While interest rates remain low at present, and inflation remains an emerging risk, now is the time for investors to be proactive in reviewing their portfolio to ensure their capital is protected.

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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
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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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The perfect portfolio for the next decade

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