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22 December 2024
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Will the Year of the Dragon prove a fruitful one for markets? Strong labor markets and a loosening in financial conditions should help in the first half of 2024, though things may get more rocky as the year progresses.
For the world’s central banks, the second half of 2022 has been dominated by addressing ‘today’s problem’ of high inflation. In 2023, the banks will switch focus to 'tomorrow's problem': global growth and unemployment.
As market uncertainty continues, it is more important than ever to have a sound investment process. To help with a long-term focus, it may be useful to have some guidelines to fall back on when the market noise gets too loud.
Housing market sentiment has eased from record highs and confidence has ticked down as house price rises slow. Construction costs overtook lack of development sites as the biggest impediment for new housing.
Rather than marking the end of a bull run for technology, the recent sell-off is just a healthy correction and offers a great buying opportunity into technology leaders that have strong long-term earnings growth.
At a recent industry panel, superannuation and funds management experts discussed the challenges facing the sector in 2021 and beyond. Investors should know what managers are thinking in growing their businesses.
The unrealistic value creation through lowering discount rates while assuming high growth shows a sensible link is critical. Interest rate assumptions need as much valuation focus as the cash flows of the business.
ETFs have grown rapidly in popularity and diversity, but like managed funds, not all products will survive for the long term and there are consequences if a small-scale ETF is closed by its issuer.
BlackRock's CEO, Larry Fink, wrote to over 1,000 business leaders on the importance of long-term value creation and why companies should make a positive contribution to society.
ETFs offer competitive pricing and easy access for investors, plus a wide range of market exposures. EY is forecasting wider investment mandates and continuing double-digit ETF growth globally.
The share prices of smaller companies are traditionally more volatile than large, but the market is changing and the roles seem to be reversing. Is it possible to change our bias against small caps?
New technologies and markets are driving opportunities for small to medium cap companies, as well as the global tech giants. Many Australian companies have jumped on the wave.
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.
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.
Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.
The Future Fund's original purpose was to meet the unfunded liabilities of Commonwealth defined benefit schemes. These liabilities have ballooned to an estimated $290 billion and taxpayers continue to be treated like fools.
ASFA provides a key guide for how much you will need to live on in retirement. Unfortunately it has many deficiencies, and the averages don't tell the full story of the growing gender superannuation gap.
The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.