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9 October 2025

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Edition: 195

1-8 out of 8 results.

Edition 195

  • 24 March 2017

A trader-friend who lives in Illinois USA sent me this chart from The Economist, with the question, "What is it about the old British Empire and house prices?" I replied with the usual stuff on Chinese investment, low interest rates and strong economies, and he came back on the ratios of household debt to GDP, price to disposable income and price to rents. The Economist has a fantastic interactive chart showing 27 countries, but for all their skilled analysis, they've been wrong on Australia since 2002. They now call it 'severely overpriced', and surely we're due at least a flat period.

Four things retirees must know about shares

Investors and financial market professionals underestimate the power of franking credits to enhance returns, especially in pension phase where franking is fully refunded.

You get what you don’t pay for

While there is a role for both active and passive investments in portfolios, the impact of relatively small reductions in management fees can compound to large amounts over a lifetime of saving.

10 grey swans to watch out for

'Grey swans' are surprises that are improbable but more likely to occur than 'black swans', and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.

Should we exclude companies purely on ethical grounds?

General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.

Big increase in retirees expecting to outlive their savings

New research shows a rapid increase in the proportion of retirees expecting to outlive their savings, and those not yet retired are worried about markets and not saving enough.

Watch premiums and discounts in LICs

Independent Investment Research has released its December Quarter 2016 review of the performance of the 34 LIC's under its coverage. Understand the premiums and discounts to NTA before investing.

Future oil prices: it takes two to contango

US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.

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Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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