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Monday, 21 October 2019
Recently trending Bulls, bonds and brain damageThree strategies for retirees to spend their superFive important lessons on investing for income Elizabeth Bryan and Chris Cuffe on how good boards workDon’t expect too much from the Retirement Income Review
Links to dozens of global media articles that often do not receive mainstream coverage in Australia. Some links are sceptical, fun or pointed, while others challenge consensus and accepted wisdom.
The recent rise in the prices of bank hybrids fails to recognise the risks involved, and they now look expensive compared to alternatives available to both retail and institutional investors.
It’s only taken 20 years but the hallmarks of the excesses of the 2000 Tech Wreck are in play again. At the same time, some of the lending mistakes of the GFC are being repeated.
Howard Marks distills a lifetime of investing into his new book, and perhaps as a sign that he has really mastered the market cycle, he has just sold a majority stake in Oaktree to Brookfield.
Government bonds produced good returns last year, but at the current starting position of lower rates, the cost of defensiveness is probably a limited payoff.
APRA’s letter to super funds highlights concerns about 'cash' investments. A lack of understanding might haunt investors when the next downturn comes as too many people forsake protection for yield.
The market is asking how much are you willing to pay to feel safe, and the answer is: a lot. Perhaps a better question to ask is: how much are you risking in your quest to feel comfortable?
Global indexes are undergoing a fundamental shift, forcing investors to revise their allocations. There has never been a change of this size, coinciding with China's rise as an economic power.
Understanding how super is treated in the unfortunate event of bankruptcy can help make the best of a bad situation. It's not a simple matter of anything in super is unavailable to creditors.
The journey began as a chat over lunch, and with the acquisition of Cuffelinks (Firstlinks) by Morningstar, the pieces are in place to take the publication to the next level.
The quality of the content and editorial attracted us to Cuffelinks and now Firstlinks. Personally, I am an avid reader of the weekly newsletter, as an industry professional and as an investor.
Specially-selected collections of the best articles
Accredited CPD hours reading Firstlinks
Firstlinks articles are collected in Pandora, Australia's national archive.