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25 January 2025
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With the Origin Energy takeover rejection, push for automatic super pensions, and lobbying to change performance testing, the power of super funds has been on full display. It’s shown the good and bad of our current system.
Inflation has peaked and cash rates are about to peak. That means asset price compression is mostly behind us and 2024 should deliver positive returns for all asset classes, especially those skewed towards income.
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified block. This has important implications for how you try to extract returns from markets.
Investors are overexposed to recent winners, namely large cap, growth stocks. As a whole, these stocks are exceptionally expensive, which means investors may need to switch strategies to outperform going forward.
The Australian welfare system, including the Age Pension, was designed on the assumption that older people own their home and can age there. But new research shows this to be far from true for many of us.
On December 9, 1983, the Hawke Labor Government made the momentous decision to float the Australian dollar. This looks back at the history behind the decision and how it's served the country well since.
India has overtaken China as the world's most populous nation and under a reformist Prime Minister, it's growing faster than most other emerging markets. It's also got well-run companies, some of which are global leaders.
UniSuper and AustralianSuper are large, complex investment businesses, and it's worth taking a look under the hood before making an investment decision. This looks at the growing trend of bringing investment management in-house.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
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.
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.
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.