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Firstlinks

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Podcast: Contrarian opportunities in property stocks

Our latest podcast features Andrew Parsons of Resolution Capital on contrarian opportunities in property stocks. Also, Graham looks at home ownership versus super, and Peter discusses the interest rate outlook.

Podcast: Peter Thornhill on building income for life

Our latest podcast features author and speaker, Peter Thornhill, on his unique investment strategy, plus Graham on how ETFs are minnows versus managed funds, and Peter Warnes with the market outlook for the rest of 2023.

Podcast: How to build a resilient investment portfolio

The Wealth of Experience podcast features Morningstar's Global CIO Dan Kemp on building an 'all-weather' portfolio, plus Graham on capital gains tax and the RBA Review, and Peter with four favourite market themes.

New eBook: the best part of my fund's investment process

We asked about 30 fund managers to consider their entire investment process and drill down into what drives the most success, asking: “What part of your investment process has contributed most to identifying winners?”

Our first Reader Survey for years to learn more about you

It is many years since we ran a Reader Survey to find out more about our audience. To celebrate our 500th edition, as your present to us, please provide feedback that will help to improve our content for years to come.

Latest Updates

Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

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