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Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.
We tend to call any change a 'disruption', but the vast majority of so-called disruptive technologies are variations on a theme. Many innovations are really high-risk, low-probability investments.
In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.
The marketing of Spaceship super has been better at engaging young people than any superannuation fund before it, but does it have the right product for a long-term flight?
Most investors think of online disruption in terms of the developed world and Silicon Valley, but there are important implications for listed companies in emerging markets.
The stock market is increasingly looking like a 'barbell' of company returns with a few big winners and lots of losers, especially in retailing where new competition led by Amazon is nothing less than a seismic change.
Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.
Angel investors are often the first source of funding for start-ups with little more than an idea, but success relies on execution and learning how to go to the next level.
The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.
Behind the glossy facade of the website of the roboadviser, how effectively will the business model deliver quality financial advice and appropriate investment outcomes at a competitive price?
Roboadvice disruption could come from anywhere, opening the door for non-traditional providers without incumbents even realising it. When it's more exciting, it can grab the attention of the previously disengaged.
A seismic shift is happening right under the banks’ noses. Tech companies with leading brands, customer loyalty and sizeable balance sheets are adding banking products and financial services to their broad array of offerings.
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.