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Edition: 165

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Edition 165

  • 22 July 2016

As the dust settles on last financial year, the updated performance numbers of local and global asset managers are surfacing. Less-experienced investors whose portfolios have barely kept pace with inflation can take heart. Many of the most sophisticated professionals are also struggling.

Lessons from recent results of CalPERS, Buffett and super funds

Major institutional asset managers struggled to meet their long-term return objectives last year, and conditions are not expected to improve. But the market usually throws up opportunities to outperform.

Innovation offers opportunities for investors

There are plenty of innovative companies out there, but sustained success needs barriers to entry, strong distribution, marketing and research budget and product differentiation.

Wealth managers need to focus on what clients really want

Success in wealth management requires meeting client demands for performance, engagement and trust. There are key areas where established businesses are out of step with client expectations.

10 reasons for poor hedge fund performance

The major hedge fund index has performed poorly in the last few years, and there are reasons why hedge funds might find excess returns elusive for a while longer.

Why Australian investors use offshore funds

There are legitimate reasons to use an offshore financial centre, which should not be confused with a tax haven where data is withheld from tax or regulatory authorities in other countries.

SMSF accountants and the unexploded grenade

The accounting profession has been sold a pup by the ASIC licensing rules which allow accountants to advise on SMSFs. It's a different business model requiring full financial risk and due diligence analysis.

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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