29 December 2025

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Why it’s time to ditch the retirement journey Australia's retirement system works brilliantly for some - but not all Australian stocks will crush housing over the next decade, 2025 edition The 3 biggest residential property myths AFIC on the speculative ASX boom, opportunities, and LIC discounts

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Edition: 414

1-8 out of 8 results.

Welcome to Firstlinks Edition 414 with weekend update

1 July 2021
2

There is a similarity between the projections for 2060 described in the Intergenerational Report and the net-zero climate change debate for 2050. In both cases, we can ignore the threats because they are too far in the future to worry about now, or we can start to make policy adjustments to manage the transition.

Demographic destiny: a snapshot of Australia in 40 years

Graham Hand
30 June 2021
19

Every five years, we receive a snapshot of what Australia may look like in 40 years. We will live longer with more spending on health, pensions and super but with fewer workers. Where will 40 million people live?

LICs need a genuine raison d’etre

Don Hamson
30 June 2021
15

The Listed Investment Company structure is under siege, but for the right type of asset and manager, it still carries strong appeal. Every LIC should review whether it has a genuine reason to exist in this form.

Will the house price boom be a boon for Australian banks?

Matthew Davison
30 June 2021
1

The record run in house prices looks unsustainable but the outlook for Australian banks is for improving credit growth and earnings. For house prices to rise, the supply of credit must match demand from borrowers.

Finding sustainable dividend stocks on the ASX

Lewis Jackson
30 June 2021
10

There is a small universe of companies on the ASX which are reliable dividend payers over five years, are fairly valued and are classified as ‘negligible’ or ‘low’ on both ESG risk and carbon risk.

How to build a global equity portfolio

Stan Shamu
30 June 2021
4

Global equities offer higher return opportunities, portfolio diversification and exposure to specific themes. A broad index is the primary building block but there are many ways to enhance global returns.

The case for a modest allocation to gold in super funds

Jordan Eliseo
30 June 2021
2

Given gold is liquid, efficient to allocate to and has a track record of protecting portfolios during equity market turbulence, is it worth a modest allocation to gold in a diversified super portfolio?

How to manage the run down in your income in retirement

David Orford
30 June 2021
19

The first of five articles on modern retirement income products that aim for an increasing pension that lasts for life and on average should not decline in real terms. They are not silver bullets but worth a look.

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Most viewed in recent weeks

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Kaye Fallick
19 November 2025

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement.

Stephen Huppert
10 December 2025

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

James Gruber
17 December 2025

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

Evan Thornley
10 December 2025

AFIC on the speculative ASX boom, opportunities, and LIC discounts

In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.

James Gruber
3 December 2025

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

James Gruber
26 November 2025

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