2 March 2026

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Ray Dalio on 2025’s real story, Trump, and what’s next Making sense of record high markets as the world catches fire 3 ways to fix Australia’s affordability crisis Is there a better way to reform the CGT discount?How cutting the CGT discount could help rebalance housing market

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Edition: 165

1-7 out of 7 results.

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

Graham Hand
21 July 2016
9

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

Dawn Kanelleas
21 July 2016
1

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

Antoinette Elias
21 July 2016

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

Adam Parker
21 July 2016
3

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

Craig Stanford
21 July 2016
3

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

Gordon Mackenzie
21 July 2016
8

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.

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Most viewed in recent weeks

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

James Gruber
21 January 2026

Making sense of record high markets as the world catches fire

The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.

James Gruber
28 January 2026

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

James Gruber
4 February 2026

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Matthew Maltman, Matt Nolan
11 February 2026

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Jago Dodson, Liam Davies
18 February 2026

Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

5 February 2026

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