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Home / 439

Edition: 439

1-8 out of 8 results.

Welcome to Firstlinks Edition 439 with weekend update

23 December 2021
4

For most investors, 2021 will deliver good performance, with the benchmark All Ords Index rising 10% and the best superannuation funds returning about 12%, and that's before we include house prices. If 2022 is worse, that is part of the deal all equity investors must accept. But there was something else weird and crazy about investing in 2021.

When I’m 64: the year traditional investing looked old

Graham Hand
22 December 2021
23

Long gone is the time when investing was only finding traditional value stocks making profits. Now there's Bitcoin, crypto, NFTs, memes, and finfluencers. Among a few winners, much of it will not end well.

Part 2: Hamish Douglass on not swinging for the fences

Graham Hand, Hamish Douglass
22 December 2021
8

Markets don't seem normal, but Magellan is criticised for its caution. Higher interest rates to control inflation could create a recession and some of today's investing will turn out a mass delusion of modern history.

Chairman Powell and Omicron: the Grinches who stole Christmas?

Andrew Mitchell, Steven Ng
22 December 2021
2

Omicron and central bank policy changes have spoiled Christmas, especially for the value of businesses with the most profit growth far in the future. Has the pullback in parts of the global market been overdone?

Check eligibility for the Commonwealth Seniors Health Card

Jon Kalkman
22 December 2021
37

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Fixed income solutions in a rising rate environment

Elsa Ouattara
22 December 2021
1

Floating rate bonds protect investors from capital losses of long-duration fixed income as rates rise. Hybrid structures offer higher yields backed by strong banks issuing on both the ASX and in unlisted OTC markets.

Investment forecasts unreliable in unpredictable times

Beatrice Yeo
22 December 2021
4

We use weather forecasts to inform our planning but they do not entirely drive decision making. The same should happen with investment outlooks. A globally diversified portfolio will serve best in unpredictable times.

REIT sectors are different, faced with fundamentals and inflation

Robert M. Almeida, Matthew Doherty
22 December 2021
1

REITs come in many forms and the impact of inflation varies by the type of inflation and the REIT subcategory. Some trends, such as the end of 'just in time' and greater power of labour, have a widespread impact.

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