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22 December 2024
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"Bring it on!" That's what many investors looking for income are thinking as rates rise. But inflation is rampant and we were warned in 2020 and 2021 that there is no 'magic money tree' that allows money printing without poor consequences.
With the focus on the cash rate of 0.85%, investors may overlook that fixed rate bonds are far ahead in the game. The question for high-quality bond investors is whether to go fixed or floating for the best returns.
We are witnessing a shift away from new, “exciting, visionary, ground-breaking companies” to well-established, quality businesses, with resilient cash flows, that make good profits and have solid growth prospects.
Investors are convinced that Australia is going to have a recession, and that it’s going to be a humdinger. Several cyclical companies are trading at valuation levels reflecting the certainty of an uncertain recession.
With BBB-rated investment grade credit in solid companies offering yields above 5% - a higher yield than what is currently available in most equity markets - there is plenty of opportunities for yield in fixed income.
Barry Lambert’s lessons apply not only to business, but to life and are an insight into the behavioural differences which make founder-led companies a special hunting ground for investors.
As market uncertainty continues, it is more important than ever to have a sound investment process. To help with a long-term focus, it may be useful to have some guidelines to fall back on when the market noise gets too loud.
Over the past decade, we have seen sales of EVs go from a trickle to a steady stream of rapid adoption. We are now on the cusp of rapid expansion and have momentum to move the transport sector towards a path to decarbonization.
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.
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.
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.
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.
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.
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.