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Edition: 344

1-8 out of 8 results.

Welcome to Firstlinks Edition 344

Firstlinks
13 February 2020

There's always more happening in money markets than most people realise, with significant implications for investors and borrowers. The Reserve Bank of Australia (RBA) injects or withdraws billions of dollars into the financial system each week to manage liquidity. In cash markets, the RBA is currently providing plenty of stimulus and banks are funding loans easily.

Tony Togher on why cash isn’t just cash

Graham Hand
12 February 2020
6

An active manager of cash and fixed interest funds can achieve higher returns than the cash rate through a selection of other securities while managing both liquidity and income for clients.

The power of letting winners run

Joe Magyer
12 February 2020
9

Handling extreme winners is a complex task. Conventional wisdom such as “you never go broke taking a profit” often leaves a lot of money on the table as strong growth stocks continue to run.

NAB hybrid: one says buy, one says sell, you decide

Graham Hand
12 February 2020
1

Differences of opinion make a market, and hybrid specialists disagree on the likelihood that NAB will call one of its hybrids early. It makes a major difference to the expected return on NABHA.

Strong capital flows support non-residential real estate

Adrian Harrington
12 February 2020
1

In this 'lower for longer' rate environment, investors are recalibrating expectations of the required return from high-quality real estate, and foreigners are targetting Australia.

The link between financial and mental health

Alva Devoy
12 February 2020
1

We often focus on the implications for financial security of being unable to save enough for a comfortable retirement, but mental wellbeing is as important. Financial advice can help.

Are you caught in the ‘retirement trap’?

Roger Cohen
12 February 2020
10

Our retirement savings system is supposed to encourage financial independence but there is a ‘Retirement Trap’ due to the reduction of age pension entitlements as assets and income rise.

The pitfalls of total return investing

Peter Cook
12 February 2020
7

The Total Return Investing approach is elegant, it makes intuitive sense and like many investment strategies, it backtests well. But low rates suggest the theory will not hold in future.

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28 January 2026

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

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Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Matthew Maltman, Matt Nolan
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