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Edition: 77

1-7 out of 7 results.

Edition 77

  • 29 August 2014

Economic policy outcomes for US & Australia, insurance within super, performance of trend-following funds, beware of unexercised LIC options, SMSF interests and the FSI, and behind revenue growth figures.

Policy pincers in Australia and the US

Unemployment and inflation seem to be heading in different directions in Australia and the United States, but the outcomes for interest rates and equity markets might be the same.

Does insurance belong in super?

There is little written about why insurance came to be included in the superannuation system. It might address the problem of under-insurance but it's a poor fit with superannuation's core purpose of funding retirement.

Is this time different for trend-following funds?

Most trend-following funds (managed futures or CTAs) have performed poorly recently, and investors are asking if they will work again. History shows how crisis and non-crisis periods influence this investment style.

Watch those unexercised options in LICs

Listed Investment Companies have enjoyed great investor support in the last year, but the structure usually comes with 'free' options to buy more shares. The impact of these options can trap the unwary.

Why the FSI should interest SMSF members

Every SMSF owner should take an interest in David Murray’s Financial System Inquiry because it asks some fundamental questions including issues around limitations, tax breaks, contribution limits and more.

There’s growth, and then there’s growth

If it looks like a duck and quacks like a duck, is it necessarily a duck? That’s the mindset that is sometimes required to understand the revenue growth numbers being reported by companies at this time of year.

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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