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Edition: 182

1-7 out of 7 results.

Edition 182

  • 18 November 2016

Wednesday last week showed the dangers of reacting too quickly to unexpected market news. As the US election results came in, the US Dow Jones futures lost 800 points, the S&P/ASX200 fell 4% to 5,150 and a bellwether stock like CBA headed to $69. A week later, the Aussie index was above 5,350 and CBA was almost $77, up 10% from the Trump panic. Money moved out of bonds and into financials, miners and healthcare, and nobody knows where to from here.

Eight key features of successful companies

There's a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.

Why is factor investing a ‘thing’?

We hear a lot about 'factors' but what are they? Both retail and wholesale investors are ploughing billions into these new ETFs and managed funds. Do they have a role alongside passive and active funds?

How SMSFs should plan for $1.6m pension cap

Anyone with large super balances should know their choices well before 1 July 2017, although they no longer have to decide how to segregate between accumulation and pension.

Populism and the risks in regulated assets

Infrastructure assets are viewed as 'bond proxies' because they are supposed to have predictable cash flows, but investors should delve deeper into the regulatory risks, especially in a post-Brexit, post-Trump world.

How to improve your personal credit score

It's possible to take action and improve your personal credit score, which can result in cheaper borrowing rates and better access to credit. Don't wait until you need to borrow.

Managing dynamic asset allocation in unusual times

  • 17 November 2016
  • 1

Dynamic asset allocation should be exactly that ... dynamic. It calls for amending asset allocations as circumstances change, and that's certainly happening now.

Most viewed in recent weeks

A tonic for turbulent times: my nine tips for investing

Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Welcome to Firstlinks Edition 467

Fund manager reports for last financial year are drifting into client mailboxes, and many of the results are disappointing. With some funds giving back their 2021 gains, why did they not reduce their exposure to hot stocks when faced with rising inflation and rates?

  • 21 July 2022

Welcome to Firstlinks Edition 466 with weekend update

Heard the word, cakeism? As in, 'having your cake and eating it too'. The Reserve Bank wants to simultaneously fight inflation by taking away spending power, while not driving the economy into a recession. If you want to help, stop buying stuff.

  • 14 July 2022

Welcome to Firstlinks Edition 465 with weekend update

Many thanks for the thousands of revealing comments in our survey on retirement experiences. We discuss the full results. And with the ASX200 down 10%, the US S&P500 off 20% and bond prices tanking, each investor faces the new financial year deciding whether to sit, sell or invest more.

  • 7 July 2022

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