1 November 2024

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The nuts and bolts of family trusts Welcome to Firstlinks Edition 581 with weekend update Preserving wealth through generations is hard Welcome to Firstlinks Edition 583 A big win for bank customers against scammers

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Edition: 182

1-7 out of 7 results.

Edition 182

18 November 2016

Wednesday last week showed the dangers of reacting too quickly to unexpected market news. As the US election results came in, the US Dow Jones futures lost 800 points, the S&P/ASX200 fell 4% to 5,150 and a bellwether stock like CBA headed to $69. A week later, the Aussie index was above 5,350 and CBA was almost $77, up 10% from the Trump panic. Money moved out of bonds and into financials, miners and healthcare, and nobody knows where to from here.

Eight key features of successful companies

Victor Gomes
17 November 2016
3

There's a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.

Why is factor investing a ‘thing’?

Raewyn Williams
17 November 2016

We hear a lot about 'factors' but what are they? Both retail and wholesale investors are ploughing billions into these new ETFs and managed funds. Do they have a role alongside passive and active funds?

How SMSFs should plan for $1.6m pension cap

Doug McBirnie
17 November 2016
32

Anyone with large super balances should know their choices well before 1 July 2017, although they no longer have to decide how to segregate between accumulation and pension.

Populism and the risks in regulated assets

Ritesh Prasad
17 November 2016

Infrastructure assets are viewed as 'bond proxies' because they are supposed to have predictable cash flows, but investors should delve deeper into the regulatory risks, especially in a post-Brexit, post-Trump world.

How to improve your personal credit score

Bessie Hassan
17 November 2016
2

It's possible to take action and improve your personal credit score, which can result in cheaper borrowing rates and better access to credit. Don't wait until you need to borrow.

Managing dynamic asset allocation in unusual times

17 November 2016
1

Dynamic asset allocation should be exactly that ... dynamic. It calls for amending asset allocations as circumstances change, and that's certainly happening now.

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