3 October 2025

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Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are LICs licked?Australian house price speculators: What were you thinking?Retirement income expectations hit new highs

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Edition: 162

1-8 out of 8 results.

Edition 162

30 June 2016

Millions of words have been written about Brexit in the few days since the referendum, but nobody knows the final outcome. While accepting the downside possibility, my view is that Brexit is one of many events which can add to market uncertainty and volatility, and it's better to stay the course with a long-term investment strategy than assume the worst. The UK produces only about 4% of global GDP, and British companies want to trade with the world from an open economy.

Two Brexit visions as seen from London

Miles Staude
30 June 2016
5

There were two camps in the 'leave' campaign, and the one negotiating with the EU should be pro-immigration. While this increases the chance of the UK retaining access to the common market, will the other camp allow flexibility?

Don’t let Brexit rush you to the exit

Roger Montgomery
30 June 2016
1

The media screams the scary headlines at times like Brexit as the share market reacts to the uncertainty. Investors need to ignore the shouting and accept with equanimity that this is the cost of participation.

Department stores going out of vogue

John O’Connell
30 June 2016

Department stores globally are struggling but there are still attractive investment opportunities in retailing, with the market showing its preference for online shopping and speciality stores.

Nine factors to assess in IPOs with no earnings

Chris Stott
30 June 2016

When a new company comes to market with little or no earnings history, investors need to turn to other factors to assess the merits. It's a higher risk game but the rewards are there.

Regtech evolution as compliance drives us crazy

Claire Wivell Plater
30 June 2016

One estimate puts the cost of compliance with regulations at $95 billion p.a. plus self-imposed red tape at an additional $160 billion. New developments in 'regtech' offer hope that this tsunami can turn into a gentler wave.

Index inclusion delayed for China but positives abound

Patrick Ho
30 June 2016

Although the leading index-provider, MSCI, recently decided to delay accepting China A-shares into its emerging markets and other indexes, the long-term impact is likely to be minimal before these shares are included.

Longevity risk cures worse than the disease

Gordon Thompson
30 June 2016
11

There is much disagreement over the 'safe' withdrawal rate in retirement to ensure savings do not run out. Unfortunately, drawing only 2.5% from a nestegg will leave many retirees living a life on unnecessary austerity.

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Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Harris Kupperman
27 August 2025

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

James Gruber
27 August 2025

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

James Gruber
10 September 2025

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Larry Bricks*
27 August 2025

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Vanguard Investments Australia
24 September 2025

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

4 September 2025

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