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Edition: 474

1-8 out of 8 results.

Welcome to Firstlinks Edition 474 with weekend update

  • 8 September 2022
  • 16

While all the media attention focusses on the disquiet of borrowers facing rising interest rates, we overlook the investors who are enjoying a higher income flow on bonds and deposits. The pendulum seems to be swinging back to savers as interest rates rise. But doesn't inflation reduce the value of the debt to make it better for borrowers? Who is really winning from rising inflation?

Braving bear markets: 5 lessons from seasoned investors

There are always reasons to sell equities, but the current economic and geopolitical events seem worse than most. Five experienced investors share their main lessons from 171 years in all types of markets.

The right way to invest in a thematic is not an index

Investing in Asia is challenging but with younger populations, many countries face less wage and inflation pressures than the West. Buying the index rarely pays off as it's more about finding the winning companies.

Three key themes that will drive markets this year

Amid the blur of company results, it's vital to step back and check the major factors affecting results: inflation, consumer spending and cashflow. What are the companies emphasising in their one-on-one meetings?

If I get kicked out of the value investors’ club, so be it

When a value investor holds a large proportion of companies with good growth potential, does that mean a style has changed? With customer acquisition costs now expensed upfront, economic reality is understated.

Five possible market scenarios guide your asset allocation

In volatile markets, asset allocation should consider scenarios based on differing likelihoods. There are always a number of low probability, extreme outcomes so don't assume the central case is the only possibility.

The data doesn't lie: dividends on Resources versus Industrials

Boosted by high commodity prices and strong demand, resource companies have delivered a rapid growth in dividends. At the same time, some industrials conserved their capital. Where are dividends coming from longer term?

Jobs Summit keynote: the changing Australian economy

Politicians, unions, business executives and economists met at the Jobs and Skills Summit last week, and the opening address has been widely praised for capturing the problems faced and suggesting solutions.

Most viewed in recent weeks

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.

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.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

Time to announce the X-factor for 2024

What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.

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