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Edition: 486

1-8 out of 8 results.

Welcome to Firstlinks Edition 486 with weekend update

  • 1 December 2022

Markets seem fixated on whether the US Federal Reserve will change policy and slow hikes in interest rates. Arguably, an issue that’s just as important, if not more so, is when China will ease Covid lockdowns.

Super is about equity and fairness

The superannuation system has led to intergenerational envy about the tax benefits flowing to retirees. That envy wouldn't exist if super had been structured differently at inception, as Paul Keating originally envisaged.

Fierce debate among Firstlinks’ readers over ‘super inequities’

The equity or inequity of super tax breaks for retirees has provoked intense debate among Firstlinks' readers. Some view them as a travesty while others believe they're fair and what the system was designed to do.

Four principles for choosing the right active manager

Investors face a difficult decision when choosing their fund managers. Here's a guide for how they can find active managers with sustainable long-term advantages who can help make a difference to their portfolios.

Hunting for value in fixed income

After a dismal year, bonds' prospects are brightening. For investors looking to maximise returns from investment grade assets while also reducing interest rate risk, asset backed securities and RMBS provide opportunities.

Where are the opportunities in small caps?

The decline in the small cap market this year has created opportunities in sectors such as tech, consumer discretionary and building materials. Stocks benefitting from the renewable energy push are also attractive.

Hold fire on your fund manager over short-term declines

Even if you possess godlike skills, you can’t avoid big drawdowns. The lesson for investors is they need to back the long-term track record of their fund manager through the volatility to outperform in their portfolios.

Is it finally time to move on from crypto after FTX?

Cryptocurrency advocates are in total denial that their war against fiat currency has ended. FTX’s downfall should prove the final straw as the the world is moving on from crypto mania and it'll be better off for it.

Most viewed in recent weeks

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.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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