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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

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

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