22 April 2025

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Why the $5.4 trillion wealth transfer is a generational tragedy The 2025 Australian Federal election – implications for investors Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed

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Home / 512

Edition: 512

1-8 out of 8 results.

Welcome to Firstlinks Edition 512 with weekend update

8 June 2023
7

'The Big Short' screenplay adaptation of Michael Lewis's excellent book showed a wider audience how markets and banks make fundamental valuation errors which were identified by a few before a collapse. The market is often wrong, and investors should decide their own comfort level and hold as much in equities as sleep allows.

Invest in equities until you reach your sleeping point

Graham Hand
7 June 2023
17

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. That's a big range, but equities give the best long-term returns. The right level is the point where you sleep easy.

Franklin Templeton CEO on valuations and advice commissions

James Gruber
7 June 2023
2

Payment of product commissions to financial advisers is banned in Australia, but the global Franklin Templeton CEO says it prevents some people from accessing needed advice. She also speaks about revaluing private assets.

A top quality company shows cheaper is not better

Rudi Filapek-Vandyck
7 June 2023
1

As investors, we all like to snap up a bargain but cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.

The ultimate superannuation EOFY checklist 2023

Liam Shorte
7 June 2023
7

We're close to the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist of the most important issues to address.

The pros and cons of short-term versus long-term investing

Chris Demasi
7 June 2023
1

A key decision that investors face is whether to pursue investments over a short or long-term horizon. Both approaches have benefits and drawbacks and understanding the differences is critical to managing a portfolio.

Where investors should look given mixed economic picture

Casey McLean
7 June 2023
1

Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.

What I know now about retirement income

Kaye Fallick
7 June 2023
20

When it comes to retirement planning, a good financial adviser can be a helpful partner but not until you know your own situation inside out. Here are five tips to help you better manage your retirement savings.

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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.

James Gruber
12 March 2025

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.

Shane Oliver
12 March 2025

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.

James Gruber
19 March 2025

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.

Andrew Mitchell, Steven Ng
19 March 2025

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.

James Gruber
9 April 2025

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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