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Firstlinks Interview Series 2021-2022

One of my favourite parts of curating Firstlinks is learning more about products and businesses in our Interview Series.

The interviews go beyond the usual marketing messages to identify investments and ideas from leaders in the asset management industry and financial services generally. We often allow the interviewee to mention their own products as readers need to know where to find out more. This latest collection of 23 experts covers most asset types and is a window into how portfolios can become more diversified to manage risk.

From the start of Firstlinks in 2012, we have focussed on the insights of market experts into investing, superannuation and many social and demographic issues. Our audience now totals about 100,000 Monthly Active Users making over two million pageviews a year. Morningstar’s acquisition of Firstlinks has provided additional resources and distribution reach.

The Firstlinks website includes a searchable archive with thousands of articles and is worth a visit to learn more about a vast range of investing topics.

These interviews have not been 're-edited' and should be read in the context of the date they were written. They are general information and do not consider the circumstances of any investor.

Thanks to our sponsors who enable Firstlinks to be distributed free to subscribers and other readers. Please share this free eBook with friends and colleagues and encourage them to subscribe to our weekly newsletter for more great articles over coming years.

Graham Hand, Editor-At-Large, Firstlinks

Firstlinks Interview Series 2021-22

 

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Economy

CPI may understate the rising costs of retirement

Rising prices have a big impact on retirement outcomes yet our most common gauge of inflation – the consumer price index – misses several important household costs for retirees.

Superannuation

The pros and cons of taking the DIY super route

A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra costs and admin burdens worth it?

Superannuation

Terminal illness and your super

Facing up to a terminal diagnosis can also lead to worries regarding financial stability. People in this situation could have a number of options regarding their super assets.

Retirement

Rethinking how retirees view the family home

Australia faces a wave of retirees at a stage where the superannuation system is still maturing. Better and fairer policy on the role of the family home as a retirement asset might help.

Shares

ASX200 'handbrake' means passive investors could miss out

The dominance of mega-cap stocks in the US has led to strong index performance and a new wave of passive investors. Australia's markets might not be so suited to this approach.

Investment strategies

Don't compare apples and oranges in private credit

Global and Australian private credit are different and shouldn't be lumped together. Investors also need to be wary of more complex and lower quality securities as the asset class grows.

Investment strategies

Could this flaw in human thinking be exploited for market gains?

People are hard-wired to make poor financial decisions under conditions of uncertainty. A new research paper explores whether a strategy built to exploit these biases in financial markets could succeed.

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