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Edition: 469

1-8 out of 8 results.

Welcome to Firstlinks Edition 469 with weekend update

  • 4 August 2022
  • 5

Don't switch off when you see a China story. China represents one-third of Australia's global trade, and its many headwinds hitting health, economic growth, military conflict, demographics and tech are threats. Plus common sense in Dalio versus Marks.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Michael Witts: changes over the final 12 years of my career

After 40 years in the market, Michael Witts retired recently as Treasurer of ING Bank Australia, a position he held for 12 years. He reflects on changes over the years including in mortgages, regulations and funding.

Meg on SMSFs: should you start a pension before selling assets?

A super fund stops paying tax when it is in the pension phase, which can mean a tax exemption on capital gains built up over many years. Does that mean a pension should be started before an asset is sold? Not always.

Annuities cost more for women: it's time for unisex rates

Lifetime annuities will become a more important tool to manage longevity, but they are the only part of our retirement income system where the benefit is determined by an individual’s sex. It's time to change.

Five key trends driving the Australian office sector

Most people are returning to their offices, often three days a week with flexibility. The trend to premium offices supports health and lifestyles, while office designs focus more on collaboration and social spaces.

Reserve Bank has both a date and data dilemma

Central banks need data and sources as up-to-date as possible, yet Australia's Reserve Bank sees a new CPI only once a quarter. And the US Fed's rate committee waits two months for its next meeting. 

Tribute to Phil Ruthven, thanks for the wonderful contributions

Phil Ruthven, AM - forecaster, entrepreneur, storyteller - passed away last week at the age of 82. Phil was a fantastic supporter of Cuffelinks/Firstlinks from the start and we link to all 26 of his original articles.

Most viewed in recent weeks

16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now. 

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.  

Is Gen X ready for retirement?

With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

What Warren Buffett isn’t saying speaks volumes

Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.

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