20 April 2024

Recently trending

2024/25 super thresholds – key changes and implications The greatest investor you’ve never heard of Five months on from cancer diagnosis Is Australia ready for its population growth over the next decade?Welcome to Firstlinks Edition 552 with weekend update

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

Home / 387

Edition: 387

1-8 out of 8 results.

Welcome to Firstlinks Edition 387

10 December 2020

It's already become a cliché to say 2020 was a terrible year to be consigned to the rubbish bins of history and the 2021 return-to-normal will be welcome by all. And indeed, the pandemic turned lives upside down and millions suffered. But it also proved again that for financial markets and capitalism, far from being a free enterprise system where government interference is despised, when the going gets tough, central bankers save the system with a bottomless bucket of cash.

John Malloy: why time is now for emerging markets

Graham Hand
9 December 2020
2

Emerging market equities performed strongly up to the GFC but have gone sideways since. In this cyclical sector, there's an opportunity to catch up boosted by strong inflows, a lower US dollar and tech adoption.

10 key themes for 2021

Joseph V. Amato
9 December 2020
3

A summary of 10 investing themes for 2021 including early-cycle opportunities, populism, digital transformation and supply chains, plus the outlook for equities, fixed interest and alternatives.

2021 economic and market outlook report

Qian Wang, Beatrice Yeo
9 December 2020

The next phase of recovery depends on immunity to COVID and reduced consumer reluctance to engage in normal economic activities. What are the various scenarios and how do they influence a balanced portfolio?

Just how reliant on China are we?

Ashley Owen
9 December 2020
15

China takes 40% of our exports and BHP, RIO and Fortescue generate 41% of Australian listed company profits. Trade tensions are hitting more companies and they need to diversify their revenue sources.

Three reasons why super performance test fails

David Bell
9 December 2020
2

The Government's performance test in the 'Your Future, Your Super' proposals is likely to prove ineffective and generate undesirable outcomes. It will distort how funds are managed and confuse members.

Investor downside when management controls access to the board

Miles Staude
9 December 2020
7

Try having a direct conversation with a board member without going through the company's PR team. Boards can become managed and co-opted by company executives and forget who they work for.

Two courageous responses to the Retirement Income Review

Bruce Gregor
9 December 2020
13

The Retirement Income Review has received criticism for compromising future super balances and not supporting the SG increase. The same result as an increase could be achieved by changing two other policies.

Firstlinks is sponsored by:

Most viewed in recent weeks

2024/25 super thresholds – key changes and implications

The ATO has released all the superannuation rates and thresholds that will apply from 1 July 2024. Here's what’s changing and what’s not, and some key considerations and opportunities in the lead up to 30 June and beyond.

Julie Steed
27 March 2024

The greatest investor you’ve never heard of

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.

James Gruber
13 March 2024

Five months on from cancer diagnosis

Life has radically shifted with my brain cancer, and I don’t know if it will ever be the same again. After decades of writing and a dozen years with Firstlinks, I still want to contribute, but exactly how and when I do that is unclear.

Graham Hand
3 April 2024

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.

Simon Kuestenmacher
10 April 2024

Welcome to Firstlinks Edition 552 with weekend update

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

21 March 2024

Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

James Gruber
27 March 2024

Alliances

Site Map

About Firstlinks

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.