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Edition: 137

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Edition 137

  • 4 December 2015

The link between the AUD and commodities, how to rate a company's management, pursuing yield at the expense of growth, roboadvisor business models, challenges for our economy, and how diversification works in practice.

Australian dollar follows commodity prices

Australia's reliance on raw material exports combined with imports of manufactured goods is ensuring that the Australian dollar remains closely pegged to commodities prices.

5 factors to look for when assessing management

When assessing the quality of a business, all the statistics, ratios and reports in the world cannot give you an accurate view of the human element of its management.

Chasing dividends often overlooks growth

The market has been supplying investors with high dividend-paying stocks, but unfortunately, this focus overlooks better opportunities with more growth and capital appreciation.

Looking deeper than the home page of roboadvice

Behind the glossy facade of the website of the roboadviser, how effectively will the business model deliver quality financial advice and appropriate investment outcomes at a competitive price?

Is Australia in trouble?

The Australian economy faces many challenges from both global and domestic influences, and while opportunities exist for Australian businesses and investors, it's a time for caution.

Diversification is the foundation of a solid portfolio

A quick and simple demonstration of how diversification reduces the volatility of returns, which should be of interest to investors concerned about capital preservation nearing retirement.

Most viewed in recent weeks

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.

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 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

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.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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