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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?The 5% deposit scheme is bad for homeowners and Australia 3 ways to defuse intergenerational anger

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Home / 438

Edition: 438

1-8 out of 8 results.

Welcome to Firstlinks Edition 438 with weekend update

16 December 2021

Tired of reading about inflation? It seems a dry subject and Firstlinks does not normally spend much time on a macro theme, but this is a fascinating and unique moment. Central banks are changing their policies at a critical time, and inflation, wages, the virus and house prices are all linked. Hamish Douglass gives his unique take.

Hamish Douglass on why the movie hasn’t ended yet

Graham Hand, Hamish Douglass
15 December 2021
18

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out. Vindication is always long term.

Five global trends point to buys and sells for 2022

Shannon McConaghy
15 December 2021
6

Global companies offer investment opportunities not available on the ASX. Coming out of COVID, strong trends are accelerating or reversing, creating potential on both the buy and sell sides of a long short fund.

It’s time to reveal the 2021 X-Factor in investment markets

Don Stammer
15 December 2021
8

For 40 years, recording the market's X-Factor has become an obsession. In weighing up four big candidates for the most likely X-Factor emerging from 2021 and likely to hit in 2022, there is a clear winner.

10 little-known pension traps prove the value of advice

Noel Whittaker
15 December 2021
50

Most people entering retirement do not see a financial adviser, mainly due to cost. It's a major problem because there are small mistakes a retiree can make which are expensive and avoidable if a few tips were known.

Do you really need to sell your home to fund aged care?

Rachel Lane
15 December 2021
13

Whether you choose to sell your home to pay for aged care is your decision. With many special concessions, why are people quick to sell the family home? The calculations can be tricky and circumstances are different.

The leading 2022 themes for global mid-sized companies

James Abela, Maroun Younes
15 December 2021

As business fundamentals improve, the earnings recovery takes over as the primary driver of shareholder returns. The equity market is supported by its real earnings even with the inevitable share price falls.

Fixed income flows are strong, but who's winning and why?

David Hutchison, Andrew Cummins
15 December 2021

Equity funds tend to receive most attention, and the media focuses on fund themes and new ideas. Surprising to many, fixed income is typically the quiet achiever in the Australian retail asset management industry.

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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.

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

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Has Australia wasted the last 30 years?

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The 5% deposit scheme is bad for homeowners and Australia

An ‘affordability’ scheme making the county more vulnerable to economic shocks and contributing to the deteriorating financial situation of everyday Australians.

Mark LaMonica CFA
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3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Mark LaMonica CFA
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The refinery problem: A different kind of energy crisis in 2026

The Strait of Hormuz closure due to US-Iran conflict severely disrupted global energy supply chains. While various emergency measures mitigated the crude impact, the refined product market faces unprecedented stress.

Jason Teh
25 March 2026

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