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Edition: 182

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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

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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