7 April 2026

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Want your loved ones to inherit your super? You can’t afford to skip this one step Super is catching up, but ageing is a triple-threat Has Australia wasted the last 30 years?Indexation implications – key changes to 2026/27 super thresholds The 5% deposit scheme is bad for homeowners and Australia

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Home / 406

Edition: 406

1-8 out of 8 results.

Welcome to Firstlinks Edition 406 with weekend updates

6 May 2021

This time last year, we were debating the shape of the recovery in alphabetic terms. Choices were the L, where the economy fell and stayed down for a long while, and the U, where the fall was followed by a period on the floor before a rise. Some offered the W, a series of rises and falls as pandemic waves took over, and the K, a widespread drop followed by strong rises and falls across sectors and economies. Are a tick or a swoosh better analogies?

Buffett says stock picking is too hard for most investors

Emma Rapaport
5 May 2021
10

Warren Buffett explained why he believes most investors should not pick stocks but simply own an S&P 500 index fund. "There's a lot more to picking stocks than figuring out what’s going to be a wonderful industry."

Are we underestimating the peak of the V-shaped recovery?

Tim Toohey
5 May 2021
4

Consensus growth forecasts are far too conservative, and the Coalition’s political challenges and the Budget’s economic windfalls will likely spark additional fiscal spending later in 2021, giving further boosts.

Five reasons why growth versus value is the wrong focus

Heath Behncke
5 May 2021
3

Rather than marking the end of a bull run for technology, the recent sell-off is just a healthy correction and offers a great buying opportunity into technology leaders that have strong long-term earnings growth.

Why does Australia’s skewed stock market underperform?

Phil Ruthven AO
5 May 2021
4

The Australian stock market is skewed towards mining and financial services which account for a whopping 55% of market capitalisation. In the US, these two account for only 17%. But there's more to our underperformance.

Three key trends and the power of investing in decarbonisation

Alex Debney
5 May 2021
4

Renewable energy is evolving rapidly, and incumbent and non-renewable sources of energy generation have been priced out of the market. But there are many challenges when investing in such a changing paradigm.

Making a positive impact with thematic investing

Richard Montgomery
5 May 2021

We can profit from trends that have the potential to change the world, and it's also possible to make a positive impact with thematic investing in the catastrophe and opportunity of climate change.

Real yields, inflation and risk assets in a transition

Ashok Bhatia
5 May 2021

We are undergoing a multi-year transition where high near-term economic growth drives rising real rates and higher but stable inflation. It bodes well for risky assets but with volatility and changing correlations.

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