30 April 2025

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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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Edition: 176

1-8 out of 8 results.

Edition 176

7 October 2016

The other side of the criticisms of banks at this week's parliamentary hearings is that millions of Australians have a vested interest in the banks maintaining their high dividends. Even those without a direct holding have a large proportion of their super in the Big 4. Perhaps it's just as well that proceedings ended in a political draw, while the bank executives left unscathed.

High yields may ignore fundamental weakness

Anton Tagliaferro
7 October 2016
4

Investors chasing high yielding stocks without considering the fundamentals risk falling into the 'income trap', where weak businesses are eventually forced to reduce their dividends.

Focus on LIC dividend sustainability

Peter Rae
7 October 2016
2

There are many LICs with current dividend yields above the average of 4.4%, often fully franked, and there are ways to know whether the dividend is likely to be sustainable. Not all LICs are managed the same way.

Six capital gains tax and depreciation facts for property investors

Bradley Beer
7 October 2016
9

The tax treatment of depreciation and capital gains from the sale of property are important parts of the economic return, so know what happens when a CGT event is triggered.

Why traditional asset allocators get low returns

Jonathan Rochford
6 October 2016
1

Family offices and institutional asset allocators select their fund managers based on different factors, and it influences the quality and outcomes of their decisions.

You want an inquiry? Have one on Australian real estate

Robert Simeon
6 October 2016
11

There are many questions surrounding the state of Australian real estate - affordability, foreign ownership, housing stock, population growth, and more. Perhaps an inquiry into housing is long overdue.

ASIC creates a level playing field on fees

Annika Bradley
6 October 2016
1

An explanation of ASIC's new fee disclosure guidelines that come into effect from February 2017. The changes promise to make comparing funds and fees much easier for investors.

What role should hedge funds play now?

Mark Story
6 October 2016
1

After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don't pay up for simple market exposure.

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