17 March 2026

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How cutting the CGT discount could help rebalance housing market 3 ways to fix Australia’s affordability crisis Is there a better way to reform the CGT discount?Want your loved ones to inherit your super? You can’t afford to skip this one step Welcome to Firstlinks Edition 648 with weekend update

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Home / 399

Edition: 399

1-9 out of 9 results.

Welcome to Firstlinks Edition 399

18 March 2021
1

It's a year since the World Health Organisation declared COVID-19 a global pandemic, and we've all experienced changes in our daily lives that none of us expected. The 12-month range for the S&P/ASX200 is 4,402 to 6,938, a rise since February 2020 of 58%. New spending habits - less on travel, more on cars and homes - have impacted individual companies differently. Plus Howard Marks on No Price Too High.

Howard Marks on four riskiest words: No Price Too High

Graham Hand
17 March 2021
3

Howard Marks updates his views on markets and whether we are in a bubble, but his comments on fund managers in public markets, liquidity premiums in private markets and the role of SPACs were most original.

The equity of government support for retirement income

David Knox
17 March 2021
36

Claims about the inequity of super tax concessions and the advantages for high income earners miss a fundamental point. It's fairer with more realistic assumptions on the value of future payments.

Five strategies popular with active share traders

Gemma Dale
17 March 2021
2

Experienced traders on nabtrade boost their 'buy and hold' portfolios with shorter-term strategies based on their personal views of the world. These are not for everybody but show how some individuals react.

The world in 2030: Six investing tips for the next decade

Capital Group
17 March 2021
6

Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.

Now playing: China’s policy normalisation challenge

Qian Wang
17 March 2021
3

While western policymakers aim to sustain economic recovery, Chinese post-pandemic policy normalisation is a headwind with slower credit growth, less government bond issuance and a reduction in the fiscal deficit.

Social media’s impact is changing markets

Sinclair Currie
17 March 2021
1

Social media, app and trading platforms that drive retail participation also open doors for greater volatility. Ironically, easy money is contributing to market risks, with shorting hit by spiking to the upside.

What Kenny Rogers can teach you about investing

Nicholas Stotz
17 March 2021
1

Kenny Rogers died a year ago, but did he leave behind any lessons on when to hold 'em, when to fold 'em, when to walk away, or when to run? We know there'll be time enough for countin' when the dealin's done.

Inflation on the horizon? Why now is a good time to invest in private debt

Andrew Lockhart
12 March 2021

The recent spike in US Treasury bond yields is a clear warning that investors globally are again starting to worry about inflation and the potential impact it could have on monetary policy and financial markets.

Firstlinks is sponsored by:

Most viewed in recent weeks

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Jago Dodson, Liam Davies
18 February 2026

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

James Gruber
4 February 2026

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Matthew Maltman, Matt Nolan
11 February 2026

Want your loved ones to inherit your super? You can’t afford to skip this one step

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings.

Tobias Barkley
4 March 2026

Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

5 February 2026

Super is catching up, but ageing is a triple-threat

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.

Aaron Minney
4 March 2026

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