21 May 2025

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Pros and cons of Labor's home batteries scheme Howard Marks: the investing game has changed Welcome to Firstlinks Edition 606 with weekend update 4 ways to take advantage of the market turmoil An enlightened dividend path

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Edition: 166

1-7 out of 7 results.

Edition 166

29 July 2016

Legendary US fund manager, Bill Gross, co-founded PIMCO and ran their US$270 billion Total Return Fund before joining Janus Capital in 2014. His June and July 2016 Investment Outlooks warn, “Worry for now about the return ‘of’ your money, not return ‘on’ it ... You have a better chance of observing another era like the previous 40-year one on the planet Mars than you do here on good old Earth.”

Are bonds failing us as a warning signal?

Roger Montgomery
28 July 2016
5

In previous cycles, bond yields provided a strong indication of the general health of the economy, but huge coordinated actions by central banks are changing that paradigm. Watch how you read the signals.

Seniors living is becoming a mainstream investment

Adrian Harrington
28 July 2016
1

The seniors accommodation sector offers opportunities for investors willing to take a long-term approach, as the population ages and demands a wide range of different types of facilities.

Estate planning and your wishes after death

Gemma Dale
28 July 2016
1

Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

Investing conservatively vs conventionally: is there a difference?

Tim Carleton
28 July 2016
2

The ASX’s top 20 companies as a group performed poorly last year, due in part to the cost of purchasing those shares. This begs the question, just because an investment is conventional, is it by definition conservative?

Australia’s other boom exports

John O’Connell
28 July 2016

As Australia's commodities boom wanes, other more resilient industries have strengthened. Tourism, education, food, and wine exports have surged, with demand led by Asia.

Investing is a balancing act

Robin Bowerman
28 July 2016
4

Investors should set a preferred asset allocation based on risk tolerance, but sticking to it through tough market conditions is a challenge. Yet most of an investor's return comes from asset class allocation.

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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.

Noel Whittaker
23 April 2025

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.

James Gruber
9 April 2025

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.

James Gruber
16 April 2025

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.

Jen Nurick, Josh Veltman
23 April 2025

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.

John Abernethy
14 May 2025

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