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Edition: 205

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Edition 205

  • 9 June 2017

Investors should know what motivates the people who manage their money. The safe and predictable response is maximising performance for clients, but scratch below the surface and there are often other factors at play. Most commonly not revealed are career risk and brand risk.

Mary Meeker’s amazing Internet Trends 2017

The latest Internet Trends presentation from Mary Meeker comes in at a weighty 355 pages, but there is not a business or industry which is not affected by these changes. Watch her 33 minute summary.

Shopping centres: back to the future as community centres

If retailers and shopping centres are to survive the online onslaught, they need to return to Victor Gruen’s original vision of malls as community centres, rather than focussing only on sales and consumerism.

From deflation fears to inflation worries

Not long ago, investors were worried about deflation, but there are signs the opposite is now a greater risk. There are types of investment worth considering for a portfolio in case inflation takes hold again.

8 factors to consider when assessing LICs

There are now almost 100 Listed Investment Companies, but they are not created equally. There are important differentiating features that should be considered before choosing where to invest.

Find a 'sweet spot' rather than complexity

Chasing higher market returns inevitably comes with higher risk, but is there a portfolio 'sweet spot' that accepts some risk in exchange for better performance, while keeping fees under control?

Bitcoin as the new gold, or where I’ve seen this before

Bitcoins are experiencing a massive price hike, and there's little history to draw on to guide the future. However, another market provides a remarkable insight into what can happen when the optimism turns.

Bitcoin and lessons from speculative bubbles

It's human nature to want to join the fun when prices rise rapidly, especially with stories of a few dollars turned into millions, but these are the times to treat with the utmost caution.

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.

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 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.

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.

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.

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