3 October 2025

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Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are LICs licked?Australian house price speculators: What were you thinking?Retirement income expectations hit new highs

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Edition: 141

1-6 out of 6 results.

Edition 141

5 February 2016

In 2011, when the S&P/ASX200 fell from almost 5,000 to below 4,000, worried investors were able to switch from equities to term deposits and still earn a half-decent return over 5%. This has not been possible in 2015 and into 2016 as the index has fallen from 6,000 to 5,000, with term deposit rates barely exceeding inflation.

Infrastructure risk factors in the current macro environment

Gerald Stack
4 February 2016

Infrastructure assets range widely from toll roads, ports, airports, power distribution, communications, etc, but there are common risk factors to consider in all of them.

The ‘January effect’ in stock markets

Ashley Owen
4 February 2016
1

For many decades, stock market performance in January consistently outperformed other months of the year, but before you start planning an arbitrage strategy, that horse has bolted.

Key investment take-outs from Paris Climate Conference

Pablo Berrutti
4 February 2016
3

In late-2015 representatives from over 100 countries met in Paris for the UN's convention on climate change. There are key outcomes and implications for investors and their portfolios.

Oil price fall will lubricate economic growth

Hugh Dive
4 February 2016
2

There's been much media attention on the negative aspects of oil price falls, but some of the benefits are doing more for the economy than the government stimulus package during the GFC.

The most important advice of my career

Graham Hand
4 February 2016
5

If the fear of public speaking is compromising your career progression, this breathing technique is definitely worth a try. It helps the body manage the brain instead of the other way around.

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Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Harris Kupperman
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Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

James Gruber
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Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Larry Bricks*
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Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Vanguard Investments Australia
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Welcome to Firstlinks Edition 627 with weekend update

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4 September 2025

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