30 April 2025

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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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Edition: 403

1-8 out of 8 results.

Welcome to Firstlinks Edition 403

15 April 2021
8

Most Australians hold their superannuation in a balanced fund, often 60% growth/40% defensive or 70%/30%. Lifecycle funds are also popular, where the amount in defensive assets increases with age. Employees who are not engaged with their super (and that's most people when they start full-time work) simply tick a box for the default fund selected on their behalf by their employer. Are these funds still appropriate?

In fact, most people have no super when they die

Ross Clare
14 April 2021
33

Contrary to the popular belief supported by the 'fact base' of the Retirement Income Review, four in every five Australians aged 60 and over have no super in the period up to four years before their death.

The risk-return tradeoff: What’s the right asset mix for a 5% return?

Brad Dunn
14 April 2021
22

Conservative investors are forced to choose between protecting capital and accepting lower income while drawing down capital to maintain living standards or taking additional risk. How can you strike a balance?

Mind the bond/equity rebalancing gap

Daniel Morris
14 April 2021

The 12 months ending 31 March 2021 saw the largest positive divergence in returns between global equities and bonds in nearly 50 years. To retain a target balance, investors need to sell equities and buy bonds.

Do bonds still offer a buffer to equity volatility?

Craig Stanford
14 April 2021
1

Most Australians place their superannuation into a balanced fund, making the relationship between bonds and equities a vital part of performance. Does the traditional correlation between shares and bonds still hold?

Five trends shaping investments in China: 2021 and beyond

Martin Lau
14 April 2021

Australia has its tensions with China but with a strong base and a competitive, well-educated workforce, China’s manufacturing champions will advance its technology prowess and gain global market share.

The fascinating bank hybrid journey of the last year

Campbell Dawson
14 April 2021
2

Bank hybrids produced excellent returns in the last year and the biggest lesson from March 2020 is that many investors don’t understand the structures, and in a crisis, they panic first and think later.

Eight quick lessons on the intricacies of selling shares

Lawrence Lam
14 April 2021
2

When we think about investing, we think about buying. The intricacies of the selling decisions are frequently overlooked, and poor selling is correlated to a lack of conviction. Selling is as important as buying.

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