19 September 2025

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Maybe it’s time to consider taxing the family home Supercharging the ‘4% rule’ to ensure a richer retirement Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are franking credits worth pursuing?

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Home / 321

Edition: 321

1-8 out of 8 results.

Welcome to Firstlinks Edition 321

29 August 2019

More falls in cash rates and Josh Frydenberg's advice to boards to stop paying special dividends and making buy backs would mean further income reductions for investors. The Reserve Bank hopes moving from 1% to 0.5% would stimulate the economy, but what about the withdrawal of spending power from millions relying on their savings?

Magellan’s Vihari Ross on the players in the team

Graham Hand
28 August 2019
1

The companies that earn a place in an investment portfolio are like the players in a sporting team. They must perform strongly and complement each other, and not keep someone out who is better.

Why you should be wary of share buy backs

Anthony Aboud
28 August 2019
2

This week, Treasurer Josh Frydenberg told Australia companies to invest in growth rather than return capital or buy back their own shares. There are other reasons to check the merit of buy backs.

How to spot genuine pricing power

Joe Magyer
28 August 2019
1

Look for a company whose prices are rising faster than inflation without customer churn, while leveraging its existing strong relationships to cross sell or up sell or some mix of both.

Four things advisers can do to manage conflicts

Simon Carrodus
28 August 2019
7

Thanks to the Royal Commission, everybody is aware of the problems with vertical integration and in-house conflicts for financial advisers. What should advisers and their clients look for?

Finding safety and returns in a low interest rate world

Kate Samranvedhya
28 August 2019
1

Bonds markets have continued to defy the notion that low yields imply low returns, and most investors need the solid foundation that bonds give to a portfolio.

Six suspects in the murder of inflation

Nicholas Stotz
28 August 2019
5

The market has been looking for inflation for most of the last decade. Low interest rates should increase consumption, borrowing and demand and result in higher prices. What killed inflation?

What do negative rates and other RBA moves mean for investors?

Shane Oliver
28 August 2019
4

The RBA is likely to first exhaust conventional easing by cutting the cash rate to 0.5% by year end before deploying unconventional measures. Negative interest rates are unlikely.

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Most viewed in recent weeks

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

Peter Siminski, Roger Wilkins
20 August 2025

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

James Gruber
13 August 2025

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Harris Kupperman
27 August 2025

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

James Gruber
27 August 2025

Are franking credits worth pursuing?

Are franking credits factored into share prices? The data suggests they're probably not, and there are certain types of stocks that offer higher franking credits as well as the prospect for higher returns.

Geoff Warren
13 August 2025

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.

James Gruber
10 September 2025

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