8 January 2026

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Australia's retirement system works brilliantly for some - but not all Australian stocks will crush housing over the next decade, 2025 edition Get set for a bumpy 2026 The 3 biggest residential property myths AFIC on the speculative ASX boom, opportunities, and LIC discounts

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Home / 333

Edition: 333

1-8 out of 8 results.

Peter Meany on global trends in infrastructure assets

Graham Hand
20 November 2019
2

A global portfolio of infrastructure assets allows trends in one part of the world to be recognised early in another, while companies with pricing power and high barriers to entry enjoy extra resilience.

How to make money at the end of a bull market

Peter Moussa
20 November 2019
3

It's been a strong year for the stockmarket, and a good decade since the end of the GFC. However, there are signs the bull will stop running soon, and portfolios should be positioned in advance.

Uncharted waters, 2020 and beyond

Phil Ruthven AO
20 November 2019

As we approach the 2020s, we are sailing into uncertain waters at best. These times also have some historical precedents, but we need to make important reforms before our luck runs out.

Five innovation traps for super funds to avoid

Raewyn Williams
20 November 2019
1

Regulators are insisting that large super funds become more innovative to assist their clients, but what are the traps within businesses that inhibit creativity and fresh solutions?

Failed IPOs show power of active vigilantes

Kate Howitt
20 November 2019
1

Equity market vigilanties, particularly resisting poor Initial Public Offerings (IPOs), are showing the benefits of active managers not simply buying everything put in front of them.

Responses to the 'OK Boomer' poll

Leisa Bell
20 November 2019
18

While every generation has its unique opportunities, the majority of Firstlinks readers agree that Boomers have had a better run than others. But the real highlights here are in the comments.

Robert Merton on retirement incomes and Jane Austen

Graham Hand
20 November 2019
19

1997 Nobel Laureate Robert Merton wants greater focus on the income that will sustain a retirement, and even Jane Austen understood this. And he has a surprising proposal to help with longevity risk.

Welcome to Firstlinks Edition 333

20 November 2019
1

This week, JP Morgan downgraded its global growth outlook for 2020 by 0.2% to 2.3%, blaming 'population ageing'. Then Treasurer Josh Frydenberg said: "As our ageing population puts pressure on our health, aged care and pension systems, we need to develop policies that respond effectively."

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Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.

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Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

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I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

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