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Edition: 360

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Welcome to Firstlinks Edition 360

  • 3 June 2020
  • 5

Drought, bushfires and coronavirus ... the Treasurer has admitted Australia is in a recession after the fall in the March quarter GDP, but the stock market has rallied strongly driven by the optimism of the stimulus packages. The withdrawal of up to $20,000 from superannuation is understandable for anyone struggling financially during the epidemic, but some young people have more money during this crisis than ever before in their lives.

Small investors miss out as institutions and banks cash in

Retail shareholders are being scaled back and diluted by boards and investment banks. If retail shareholders own 30% of a company, the Share Purchase Plan should represent 30% of the overall raising.

Chris Cuffe on why private debt is a hidden gem

Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.

Three realities and three mistakes in market recoveries

It's not easy focussing on the long term when the short-term news is bad, but strong businesses find a way to thrive when times are tough. Here are three timeless facts and three evergreen mistakes.

Why asset allocations shifted due to COVID-19

Retail investors can learn from a multi-asset strategy that looks how macro events and economics affect market and portfolio risk. Major asset allocation changes can occur in response.

Three key company features in assessing the outlook now

With higher unemployment and cautious consumers, portfolios should be positioned for lower sustainable demand compared with prior levels. Here are three key features of companies in a lower-demand world.

Is Afterpay really worth $50?

How does an analyst value a stock which has traded between $8 and $50 in two months? Regardless, Afterpay has delivered Australia's youngest billionaire, and thousands have enjoyed the wild ride.

Choosing an index fund is more than just the expense ratio

Popular belief is that all index funds are the same, but it pays to follow this framework, which shows there is more to consider than the cheapest management cost. Replicating an index is not easy.

Disruptive technology is fast-forwarding into the future

Global lockdowns have accelerated the adoption of new technologies. The pandemic and resultant economic recession shine a spotlight on societal issues where technology can create solutions.

Media worth consuming - May 2020

Links to dozens of global media articles that do not receive mainstream coverage in Australia. It's sceptical, fun and revealing, often challenging consensus and accepted wisdom.

Most viewed in recent weeks

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

  • 19 May 2022

Keep mandatory super pension drawdowns halved

The Transfer Balance Cap limits the tax concessions available in super pension funds, removing the need for large, compulsory drawdowns. Plus there are no requirements to draw money out of an accumulation fund.

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

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