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Home / Author: Graham Hand

Graham Hand

Firstlinks Edition 310

Interviews with Adam Grotzinger & Hamish Douglass, WAAAX-ed, frank on Bowen’s nurse, Managed Accounts, EOFY charity, Westpac SOA, allocations.

Adam Grotzinger on global bonds for diversified income

Continuing our Interview Series to learn how professional portfolios are managed, we go into the world of global corporate bonds for diversified income hedged into Australian dollars from liquid bond markets.

Firstlinks Edition 309

Thanks for 5 million pageviews, Phil Vernon interview, your asset allocation now, Facebook vs apple, quick EOFY tips, know your energy, role of cash.

Phil Vernon on rules for managing competing priorities

All our ethics are different. How does an 'ethical' fund manager address the inevitable conflicts of competing priorities, and are there any clues for everybody in dealing with their own ethical dilemmas?

Cuffelinks Firstlinks Edition 308

Sorry, franking caps and grandfathering don’t work, David Harrison, Chris Joye on hybrids, LIC future, Tech and Debt Wreck, food trends, value flaws.

David Harrison on the hot spots in property

With a vast array of property choices across retail, industrial, office and commercial, where does the head of one of Australia's largest property managers see the best opportunities, and where are the warnings?

Latest Updates

Investment strategies

Choose your hedges wisely… and often

A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.

Investment strategies

Yields take centre stage again

The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.

Investment strategies

The grass is always greener: Rethinking Australian vs global equities

Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?

Investment strategies

Stop asking if there's a stock market bubble. Ask this instead.

Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.

Taxation

The GST cannot stop inflation

Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.

Shares

Why SpaceX is coming to your super fund

SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.

Taxation

Is the government being honest with us about its business CGT changes?

The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation. 

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