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22 January 2025
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SMSF trustees often cite ‘control of my investments’ as the number one motivation for setting up their own fund. But it still makes sense to outsource some parts of a well-diversified portfolio.
Social Impact Investing generates positive financial and social change. A social impact credit system is needed to attribute value to investments that generate a favourable impact on society.
Unlike the share prices of some companies which have held up due to their defensive characteristics, Fisher & Paykel is playing an active role in mitigating the worst effects of the crisis.
Fossil fuel divestment can impact a company’s prospects, and push capital into renewables. Refusing to invest in companies that cause climate change denies their social licence to operate.
A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.
Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns.
Investing responsibly or ethically does not mean forsaking returns, and there are now many ways to gain exposure to shares which back an investor's personal preferences.
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.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.