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21 November 2024
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As bonds swoon and equities plateau, gold has reached Australian dollar all-time highs, thanks in part to rising geopolitical tensions. Is it too late to buy, or even increase, a gold allocation in a portfolio?
Australian investors have been allocating more to fixed income assets this year. Persistent inflation is a key risk for bonds, and that's where gold can play a diversifying role within an investment portfolio.
Many are comparing Nvidia’s historic run to Cisco Systems in the 1990s. Here is a thought experiment comparing the returns of Cisco since that period to a more conservative alternative, and the results might surprise you.
Asset allocation explains up 70% of total investment returns, making it of critical importance to SMSFs. Here are some guidelines for how they should go about it and the macroeconomic events that could influence allocations.
SMSF investors continue to face inflationary pressure not seen in decades, and it could influence investment performance if the potential effects are not considered. Here's how to inflation-proof your portfolio.
Macroeconomic indicators suggest that the US is in the last stage of the economic cycle with a recession likely by the end of 2023. There are five assets that can help insulate your portfolio if a downturn takes place.
Australian retail investors remain wary of the rising stock market. In fact, they are more defensively positioned than at the height of the Covid crisis, crowding primarily into domestic large cap companies.
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.
As markets whipsaw, the risk that volatility might undermine investors’ ability to achieve their return objectives looms large. What can investors do to mitigate that risk and avoid falling short of their goals?
Since 1980, inflation eroded 81% of purchasing power. $100,000 then can now buy only $19,000 worth of goods and services. The longer money must last, the more we need ‘growth’ assets with inflation protection.
In this environment, safe-haven assets like Government bonds act as a diversifier given the uncorrelated nature to equities during periods of risk-off, while offering a yield above term deposit rates.
Low interest rates have so far not ruffled the 60/40 portfolio, but rising rates mean managers and investors will have to be vigilant to maintain returns while controlling volatility.
It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.
There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.
Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.
Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.
How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.