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Edition: 332

1-9 out of 9 results.

OK Boomer: fessing up that we’ve had it good

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity. Superannuation, education, strong markets and surging property prices locked in gains.  

Young women are investing more in shares

Young woment are showing increasing confidence in the sharemarket, promising a better future than the Boomers and Gen X women who hold significantly less assets than males of their generation.  

Why divest from fossil fuels?

Fossil fuel divestment can impact a company’s prospects, and push capital into renewables. Refusing to invest in companies that cause climate change denies their social licence to operate.

Shorting deserves more respect

A fund manager that can short sell stocks with weak investment characteristics while reinvesting the proceeds in long positions in preferred stocks has a high degree of flexibility.

Focus on quality yield, not near-term income

Many investors are tempted by high yields on shares, but when they are not sustainable, and in weak businesses, the outcome is disappointing compared with better quality and lower yields. 

Policymakers fear cutting stimulus can lead to recession

Prolonging a recovery with stimulus could lead to a worse slump later. Even today, policymakers are haunted by actions taken in 1937 which led to a loss of production and jobs and a falling GDP.

Bank reporting season scorecard for FY19

Our annual scorecard for Australian banks shows earnings were hit by remediation costs and slow credit growth, but they are in good health and look attractive versus other listed companies. 

Welcome to Firstlinks Edition 332

  • 13 November 2019

Almost overnight, 'OK Boomer' has become a biting retort for younger people. The New York Times calls it "the end of friendly generational relations". OK Boomer entered Hansard in New Zealand when Chloe Swarbrick, a 25-year-old politician, silenced a heckler. How much have Boomers benefitted from favourable policies and markets? 

Your retirement: sunset beach walk or a diet of canned tuna?

We should be grateful for our mandatory and 'auto enrolment' super system as the most powerful tool for increasing savings. Without one, the US has a severe retirement crisis approaching.

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20 great ways the government helps retirees

This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.

Sweet spot helping bull market rampage

The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support. 

The demographics of a growing (and ageing) Australia

Understanding demographics is vital for successful planning and investing for the future. What is happening on population growth, ageing, natural increases, immigration and our role in Asia? 

Spending phase calls for retiree risk rethink

The right kind of equity exposure in retirement should come with downside protection and upside capture that enables sufficient participation in market strength. Decumulation investing is different.

Despite strong 2019, institutions wary of GFC coming

After a big rally in 2019, institutions are far more pessimistic about 2020, and 83% expect a GFC-type event within the next five years. They see a strong role for active investing to reduce the downside.

A simple method compares hybrids with term deposits

Hybrids are riskier than term deposits but investors are rewarded for the risk. Here is a simple way to consider if the reward is sufficient as the hybrid approaches an expected call date.

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