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22 December 2024
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Magellan's Head of Global Equities, Arvid Streimann, thinks that although stock price momentum will slow next year, cyclical companies will lead the pack. He outlines the risks to his forecast and the stocks he likes best.
For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.
Are ASX small cap stocks set to play catch-up and outperform their larger peers this year? No one knows for sure, though here are four small cap companies worth considering for your investment portfolio.
It is well known that equities are subject to both booms and busts, testing the discipline of most investors. New research proposes a framework for assessing the likelihood of large equity market drawdowns.
The impact of higher bond yields is cascading through asset classes as higher costs of capital are factored into prices. While bonds may have some respite near-term, stocks are still the best place for long-term returns.
What went up in 2020-21—cryptocurrency, commodities, real estate, and economic growth —has retreated in perfect sequence starting late 2021 and early 2022. Now it is inflation’s turn, though don't tell the Fed that.
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.
Indexes are up and volatility is down: what's not to like? Recent banking crises are likely to curtail economic activity and company earnings, and that's why now is the time for investors to play it safe.
A new survey suggests almost all wealthy Australians admit to changing their investment behaviour when the value of their portfolios falls. The market falls of 2022 provided a reality check for many investors.
Hybrid securities have gained popularity, though that faith was shaken when Credit Suisse bonds were wiped out. What's overlooked is that it strengthens the case for owning superior quality Australian bank T2 bonds.
If the lessons from 30 years of investing could be distilled into one statement, it would be this: the short term is unknowable, but the long term is inevitable. These four best charts demonstrate why.
What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2022? It's time to announce the winner.
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.