19 May 2022

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Lessons when a fund manager of the year is down 25%2022 election survey results: disillusion and disappointment Now you can earn 5% on bonds but stay with quality 30 ETFs in one ecosystem but is there a favourite?Meg on SMSFs – More on future-proofing your fund

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Home / 357

Edition: 357

1-11 out of 11 results.

Welcome to Firstlinks Edition 357

13 May 2020

There is a remarkable concentration similarity between the Australian and US stock markets that has delivered poor results for Australians and great results for Americans (and global investors). As the share prices of five Australian banks have tanked, the prices of five US technology companies have surged. Each group now represents 20% of their respective indexes, but the journey has been a disaster for many Australians.

Howard Marks on uncertainty, forecasting and doubt

Graham Hand
13 May 2020
6

Global markets are more uncertain today than at any other time in our lives. Nobody knows the future but we must make decisions about it. A solid dose of intellectual humility is essential.

Capital retention will shake dividends in 2020

David Walsh
13 May 2020
3

Sixty per cent of the ASX200 total return is due to dividends, and for Financials, it rises to more than 70%. Moves to limit dividends could both reduce investor incomes and affect valuations.

Don't invest just for yield: the smarter way to generate income

Rudi Filapek-Vandyck
13 May 2020
12

Investors often overlook the capital risk in high-yielding stocks. It's better to ensure capital grows and investors can sell a portion each year to make up for the shortfall in income from dividends.

How do you pick the right global stocks during Covid-19?

Garry Laurence
13 May 2020
1

The varying degrees of market performance are due to the mix of sectors and stocks in each index. The best plan of attack is to find quality companies in essential services at favourable prices.

It's like opening your best champagne at 5am

Angus Coote
13 May 2020
1

There are heavy clouds on the horizon in the near and medium term, yet risk markets have separated themselves from the economics. Liquidity will not solve the problems of bankrupt companies.

How retail investors are responding to a bear market

Gemma Dale
13 May 2020
1

The traditional notion that retail investors buy high and sell low has not been supported by activity at this broker, who has seen investors looking for bargains after the Covid-19 sell-off.

Bank reporting season scorecard May 2020

Hugh Dive
13 May 2020
4

Uncertainty was the key theme in recent results, but how did they score on loan provisions, capital resources, margins and most importantly, dividends. There's a lot of guesswork going on in banks.

Lessons in oil ETFs, futures and negative prices

Alistair Mills
13 May 2020
1

Anyone considering investing in oil must understand it is a commodity with supply and demand features, and the relationship between spot and futures markets is critical to how an oil ETF is managed.

Short version of future returns article: dreamin' on

Graham Hand
13 May 2020

A summary of an important message on the vibe of future returns. Super balance calculations default to earnings rates of 7.5%, but that's in the past. Planning needs a more realistic view.

Bigger companies have more females on their boards

Donald Hellyer
11 May 2020
2

Female representation on boards is increasing but still low, and they command fewer positions in small companies. Worse, of the 34 CEOs appointed to boards in the last year, only three were women.

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Most viewed in recent weeks

Lessons when a fund manager of the year is down 25%

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

Graham Hand
27 April 2022

2022 election survey results: disillusion and disappointment

In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.

Firstlinks
4 May 2022

Now you can earn 5% on bonds but stay with quality

Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.

Graham Hand
13 April 2022

30 ETFs in one ecosystem but is there a favourite?

In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?

Graham Hand
13 April 2022

Meg on SMSFs – More on future-proofing your fund

Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?

Meg Heffron
13 April 2022

Betting markets as election predictors

Believe it or not, betting agencies are in the business of making money, not predicting outcomes. Is there anything we can learn from the current odds on the election results?

Tony Dillon
4 May 2022

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