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Edition: 382

1-11 out of 11 results.

Capital Group: What the U.S. election means for investors

Biden is close but Republicans will likely hold the Senate. A split Congress has historically resulted in higher market returns. Investors should note that company earnings, not elections, drive the stock market.

MFS Investments: Blue wave fails to reach shore

If he wins, Joe Biden will enter office with a weak mandate relative to expectations due to the underperformance of his party, but the executive branch wields a great deal of power in the regulatory framework.

Perpetual: Biden impact not as important as China for Australia

Over the long term it doesn’t matter who is the President as the US has thrived under different presidencies and parties. At least as important for Australia is the deterioration of our China relationship. 

Welcome to Firstlinks Edition 382

  • 5 November 2020
  • 28

ELECTION UPDATE. At 3.20am AEST on Sunday, Joe Biden became the 46th US President by winning Pennsylvania. Donald Trump is yet to concede but he did much better than the polls expected. Despite a scandal-filled Presidency, 70 million Americans voted for him in 2020. Regardless of his own wealth and the way he used the Presidency for his own businesses, he managed to tap into the disillusion from the bottom 90% of Americans who combined own as much wealth as the Top 1%. Much has changed in the US since I holidayed there with my family in 1998.

Why tech companies trade at a premium

When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.

Video: How Chris Cuffe finds fund managers who 'swing the bat'

Chris Cuffe has spent four decades selecting fund managers for multi-manager portfolios, and he explains what he looks for and why active management can work, as well as updating his investment lessons.

Video: Noel Whittaker on investing until you’re 100

Most people underspend in retirement as they do not know how long their money needs to last. There is no magic formula to address this but stay invested in growth assets and focus on health and relationships.

Momentum or rupture: has demand for oil already peaked?

At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?

Through the looking-glass: what counts is not tied to an index

Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.

Four themes to set your portfolio for economic recovery

Sitting on the sidelines means missing the best days in the market and forgoing initial recovery periods that may include healthy index increases. Here are investment themes to guide through turbulence.

Britain amid COVID and the pain of the final exit talks

No option removes the existential threats to the UK stirred by its EU departure. What started in 2016 as enough voters defying the odds has left the UK dangling politically and economically amid a pandemic.

Most viewed in recent weeks

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 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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.

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

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.

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