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Productivity

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A significant shift in the jobs market

The expansion of the 'care sector' represents the most profound structural change to Australia's job market since the mining boom. This analyses how it's come about and the impact it will have on the economy.

Which country will be the next China?

As geopolitical tensions rise, Western countries are trying to de-couple from China and source products from other nations. The question is: which countries can replace China as the world's manufacturing powerhouse?

Why is Philip Lowe worried about productivity?

The RBA Governor says Australia has a productivity problem that threatens to undermine economic growth and lead to sticky inflation. There are good reasons for Philp Lowe's concerns and here's what needs to be done.

A 30-minute article using OpenAI … and there goes my job

I gave myself 30 minutes to write an article by asking OpenAI six common investing questions. It searches billions of responses on the internet to generate answers, but you be the judge. Should I polish up my CV? 

Reality may be worse than the Intergenerational Report expects

The Intergenerational Report is an opportunity to talk about ways to a better future, but it is not the one outlined in the paper. It has too many generous assumptions while the budget will always be in deficit.

Blockchain revolutionises the cyberworld

If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.

How will the global slowdown in productivity affect investors?

Productivity growth has slowed, and if it persists, it's another sign that future investment returns will disappoint and fiscal imbalances will persist. There are strategies that might counter the worst effects.

Chasing dividends often overlooks growth

The market has been supplying investors with high dividend-paying stocks, but unfortunately, this focus overlooks better opportunities with more growth and capital appreciation.

Is Australia in trouble?

The Australian economy faces many challenges from both global and domestic influences, and while opportunities exist for Australian businesses and investors, it's a time for caution.

Slowing productivity and its impact on investors

Investors need to be aware of what’s happening to productivity and how this will affect future returns and the affordability of tax-payer funded pensions, especially if company profits fall.

Asia: bull or bear in the Year of the Goat

Since 1973, the Year of the Goat has generated the highest average returns among the 12 Chinese zodiac symbols, averaging an impressive 45.3% each year. Will this continue in 2015?

The world by 2050

We don’t know what the world will look like in 2050, but that doesn't mean we shouldn't think about it and plan for different scenarios. Demographic change and growth in emerging markets are major themes.

Most viewed in recent weeks

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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