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1-12 out of 14 results.

It’s dismal: good news is bad news … and vice versa

Almost every economic data point or announcement can be interpreted as good news or bad news, which is confusing for investors looking for guidance. 'On the other hand' is a catchphrase of the dismal science.

Matildas reality check: little impact on the A-League

The Matildas sold out stadiums and set television viewing records, thrilling millions of Australians who had never watched a football match before. Despite the excitement, few will now watch the domestic competitions. 

Ned Bell on why there’s a generational step change underway

During market dislocation events, investors react irrationally and it should be a great environment for active management. The last few years have been an easy ride on tech stocks but it's now all about quality.  

Six stocks on our radar following strong reporting season

Company results reported in February 2022 showed some cost increases but most enjoyed major revenue upgrades, especially in the commodity and financial sectors. Here are portfolio highlights from two fund managers.

Competition and concentration issues in Australian investment markets

The prospect of Australia's superannuation industry becoming larger than the domestic equity market, and expected merger activity among super funds, has raised concerns about common ownership and capital concentration.

10 big ideas for 2021 - a midyear update

Last November, the heads of four investment platforms identified the key themes they anticipated would guide investment decisions in 2021. With the year half over, we see how they’ve played out and check the outlook.

Which stocks and sectors are hit by inflation?

A back-to-basics explainer on the challenges arising from the impact of inflation on financial markets, reminding investors to hold some assets that act as a defence against rising inflation.

Unlimited potential: innovation wrap for March 2021

This month's look at innovations changing the world explores computer chips, cryptocurrencies, renewables, cybersecurity, robotics, mobility, alternative foods, finance ... there is no limit to human ingenuity.

Innovation wrap: the amazing world of the latest tech trends

A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.

Capital Group: What the U.S. election means for investors

Biden is close but Republicans will likely hold the Senate. A split Congress has historically resulted in higher market returns. Investors should note that company earnings, not elections, drive the stock market.

Perpetual: Biden impact not as important as China for Australia

Over the long term it doesn’t matter who is the President as the US has thrived under different presidencies and parties. At least as important for Australia is the deterioration of our China relationship. 

Chris Cuffe on why private debt is a hidden gem

Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.

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Vale Graham Hand

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.

Australian stocks will crush housing over the next decade, one year on

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.

Avoiding wealth transfer pitfalls

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.

Taxpayers betrayed by Future Fund debacle

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.

Australia’s shameful super gap

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.

Looking beyond banks for dividend income

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.

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