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Edition: 37

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Edition 37

  • 26 October 2013

Dark pools, designing retirement solutions, analysing general insurers, a personal view of the mining boom, RBA on FX, super and SMSFs, and satisfaction with super funds.

Designing a world-class post-retirement system

Australia has an enormous opportunity to build a world-class decumulation system that gives individuals security and flexibility in retirement, but it's different from the accumulation phase.

RBA on FX risk, super diversification and watching SMSFs

The Reserve Bank has three early warning signals for financial instability in a sector: rapid growth; a target for spruikers; and a potential investor protection issue. SMSFs tick every box.

The black box of general insurance

The reported profit that any insurer can make is largely an accounting construct. Actuaries estimate the profile of claims that policy holders are expected to make in the future.

My personal perspective on 10 years of the mining boom

Great speculative mining booms occur about once every 30 years or so in Australia. This year marks the conclusion of my decade-long plunge into mining stocks. I will probably be very old or gone before the next price surge.

Shining a light on dark pools: interview with Seth Merrin

A dark pool is an off-market exchange where traders buy and sell without revealing their identities. Seth Merrin of Liquidnet explains how his company operates in 42 countries matching the orders of 750 institutional members.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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