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24 August 2026

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Edition: 398

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Welcome to Firstlinks Edition 398

  • 11 March 2021
  • 4

While markets always have differences of opinion, fund managers are further apart than ever. At one end is the bounce back theory of massive consumer spending. The other is the overvaluations during a pandemic with mutant virus threats. Plus Julie Bishop on leadership, life and libertines.

Julie Bishop on leaders, life, Liberals and libertines

At a CFA event for IWD, Australia's first female foreign minister gave her frank opinion on leadership and life. Later, she opened up on events in Canberra: "I'm surprised that no-one thought to inform the Prime Minister." 

Four bubbly market pockets show heightened risk for investors

At the top of every market, there are signs that investors look back on and say the excesses were obvious. While many parts of the market are fairly valued, here are four bubbles which show irrational exuberance.

You think you're passive but are you really concentrating?

Rules of thumb often oversimplify things. While it looks like an index or passive portfolio spreads risks across the market, it is surprising how concentrated indexes have become, leaving investors with sector bets.

Three key takeaways from Buffett's annual letter

Warren Buffett's annual letter has a simple focus on long-term investing: "All that’s required is the passage of time, an inner calm, ample diversification and a minimisation of transactions and fees."

Three key themes for global income investing post COVID

Heavy consumer spending, rising commodity prices and government deficits point to rising inflation. Given the risk in long-term fixed rate exposure, where else can bond exposure help generate income?

Investment forecasts: foresight or folly?

It's easy to find eminent market experts with completely opposite views on the market at any moment. View the forecasts of investment gurus for what they are: guesstimates. Only you can decide what's right for you.

Understanding QE and its impact on inflation

With bond rates and Reserve Bank actions driving equity markets and inflationary expectations, it pays to understand what is really happening in both central bank and commercial bank balance sheets.

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Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Lithium's latest drop and what it means for ASX investors

Lithium's latest sell-off has punished ASX miners as prices remain hostage to shifting expectations. The key challenge is navigating a market prone to extreme volatility despite a strong case for the long-term demand outlook.

Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Retirement spending is not one-size-fits-all

New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

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