7 February 2026

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Building a lazy ETF portfolio in 2026 Get set for a bumpy 2026 Meg on SMSFs: First glimpse of revised Division 296 tax Ray Dalio on 2025’s real story, Trump, and what’s next 10 fearless forecasts for 2026

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Home / 412

Edition: 412

1-8 out of 8 results.

Welcome to Firstlinks Edition 412 with weekend update

17 June 2021
1

Despite lofty valuations, a higher than expected 5% annual inflation rate published last week in the US and new strains of the virus, fund managers and financial advisers are increasingly weighting portfolios to equities. Asset allocators believe inflation will be transitory and growth will be extended.

Five stock recoveries not hanging on COVID predictions

Dawn Kanelleas
16 June 2021
4

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Peak to peak, which LIC managers performed during COVID?

Greg Lander
16 June 2021
15

A comprehensive review of dozens of LICs shows how they performed in the crucial 'peak to peak' of COVID. This 14 months tested the mettle and strategies of a sector often under fire, with many strong results.

Blink and you missed a seismic shift in these stocks

Rudi Filapek-Vandyck
16 June 2021
2

Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?

Worries over the planned proxy rule changes in Australia

Will Baylis
16 June 2021
4

We do not agree with Treasury’s suggestion that institutional investors are overly influenced by the research provided by proxy advisors. Here's how active ownership works to serve the client's best interests.

How to invest as inflation fears fade

Damien Klassen
16 June 2021
4

There are many reasons why the worries about inflation are overstated and investors should protect their portfolios against falling inflation rather than rising. The economy is completely different to the 1970s.

A tale of the inflation genie, the Fed and the RBA

Stephen Miller
16 June 2021
3

The inflation genie is still in the bottle. While wage growth remains low and the US Fed maintains current settings, we should expect the RBA's accommodatory approach to continue.

Not so plastic fantastic: solving the single-use pandemic

Bill Pridham
16 June 2021
6

At least 8 million tonnes of plastics leak into the ocean each year, equivalent to one garbage truck every minute. This is expected to double by 2030. Such pollution brings risks and opportunities for many companies.

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Building a lazy ETF portfolio in 2026

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Meg Heffron
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Ray Dalio on 2025’s real story, Trump, and what’s next

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James Gruber
21 January 2026

10 fearless forecasts for 2026

The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.

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13 million spare bedrooms: Rethinking Australia’s housing shortfall

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Michael Matusik
14 January 2026

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