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Edition: 13

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Edition 13

  • 3 May 2013

Superannuation reforms needed, Social Benefit Bonds, gold prices since 1860, financial benefit of delaying retirement, better capital allocation. Coming soon: the Markowitz Interview.

Super reforms not nearly enough

The recent superannuation reforms were just tinkering around the edges of Australia’s retirement savings system challenges. We need far more radical policy changes if our nation is to survive its demographic time bomb.

Social Benefit Bonds: an emerging asset class

Social impact investing is an emerging new asset class that provides opportunities for investors to generate both a financial and a social return.

Putting off that retirement speech

The ideal outcome approaching retirement is to have the ability to extend a working career as a conscious choice, or if financially and personally appropriate, make the farewell speech.

Capital allocation and management ability – Part 2

If a company is growing, with increasing equity and profits, how does an investor know that management and the board are dudding shareholders?

An historical (not hysterical) look at gold

For much of the last 2,500 years, one ounce of gold has been able to buy items worth the equivalent of around USD500 in today’s dollars adjusted for inflation. But retail buyers are rushing to buy physical gold at current levels.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Warren Buffett changes his mind at age 93

This month, Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale not only shows that Buffett has changed his mind on the stock but remains at the peak of his powers.

Wealth transfer isn't just about 'saving it up and passing it on'

We’ve seen how the transfer of wealth can work well, with inherited wealth helping families grow and thrive for generations, as well as how things can go horribly wrong. Here are tips on how to get it right.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Welcome to Firstlinks Edition 573 with weekend update

Steve Eisman, best known for his ‘Big Short’ bet against US subprime mortgages before the 2008 financial crisis, is now long and betting on what he thinks are the two biggest stories of our time: AI and infrastructure.

  • 15 August 2024

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