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22 January 2025
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Disrupting the wealth management industry, bond yields and inflation, downsizing the family home, what cycling has in common with investing, and views on the fate of imputation and capital gains tax.
Current bond yields and prices haven’t been seen in Australia since the 1890s and 1930s depressions. The market is being supported by foreign buyers and central bank liquidity.
Downsizing seems the rational and ethical thing to do if you’re an empty nester rattling around in a big house. But Australians seem to have an aversion to downsizing, with wide policy implications.
Road cycling has an enthusiastic following among the corporate set, particularly within the investment community. Investing and cycling have much in common, especially after sitting in the saddle for a few days.
A question from one of our readers on whether the (delayed) Tax White Paper will result in changes to the dividend imputation and capital gains tax systems.
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.
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.
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.