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22 December 2024
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The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and policy uncertainty. Here's what it means for markets going forward.
If history is a guide, US equities looks set for subdued performance over the next few years. Things look better for Australian shares but there is an important caveat.
Demographics influence economies and stock markets, but other factors like technology and policy can overshadow their impact. Diversifying across income-producing assets can help mitigate demographic-driven challenges and build wealth.
Recently, we have seen the performance of indices such as the MSCI World and the S&P 500 being driven primarily by a handful of mega-cap US names. What are the implications of this and does it really matter?
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 past three years seem representative of the history of stock returns: two steps forward and one step back. It provides important lessons about how you should prepare your investment portfolio for future market outcomes.
Like in the 1970s, today's investors face challenges of inflation, cold war, and fraying global trade ties - but unlike then, there's now high debt and environmental problems. Here's how to best navigate the difficult backdrop.
Most analysts are blaming inflation, rising rates and the threat of war for the current market weakness, but many companies were vulnerable well before these concerns as a result of stretched valuations.
The pandemic has boosted food-delivery businesses but is this a permanent change in habits rather than due to short-term lockdowns? Established businesses such as McDonalds and car companies are in on it.
There have been 11 occasions in the 148 years between 1871 and 2019 when US stocks destroyed at least 25% of value for investors. What has been the best strategy to recover the losses?
The Australian market bounced back last Friday (13th) and Monday (16th) tempting analysts to call the bottom of the coronavirus scare. This is too early as the impact on companies is not yet evident.
Nobody has a clue what is going to happen with the market. When deciding what to do with your stocks today, what matters is where the business and its intrinsic value may be 10 years down the line.
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.