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4 December 2024
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As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.
Best-in-class or ‘pure-play’ companies concentrate on one business really well, while companies with diverse operations lead to inefficient capital allocation and underinvest in the best opportunities.
The movie, 2001: A Space Odyssey, not only took a journey into the future, it glimpsed many technologies that are now with us. It’s time to look ahead to future asset allocations.
Sticking to a long-term ‘set and forget’ asset allocation plan forgets those close to or in the retirement phase. Further, we are at a point where prospective returns in all markets are lower.
Allocation Switch is an asset allocation strategy that follows the profits instead of following the market, which arguably helps limit downside in the event of a market crash.
An investment strategy and its appropriate ‘strategic asset allocation’ should balance what you are hoping to achieve against the risk of adverse outcomes along the way. It calls for honesty, realism and the right risk tolerance.
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.
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.
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.
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.
Most of us don't want to think about death. But there is a compelling reason why we do need to plan ahead, and that's because leaving our loved ones with a mess - financial or otherwise - is not how we want them to remember us.
Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.