16 October 2025

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Are LICs licked?Retirement income expectations hit new highs Welcome to Firstlinks Edition 627 with weekend update 5 charts every retiree must see…Why super returns may be heading lower

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Edition: 450

1-8 out of 8 results.

Welcome to Firstlinks Edition 450

17 March 2022
5

On most days, months, even years, not much truly memorable happens, good or bad. If you are 65 years old today, you are also 23,741 days old, but you have no recollection of anything from the majority of those days. However, we will remember 2020 and 2022. We are living through history, and aside from the terrible human consequences, the pandemic and Ukrainian war will change the way we live and perceive the world.

Fund managers versus funds: fraternal or identical twins?

Graham Hand
16 March 2022
9

Investors can invest in the funds of our leading fund managers, or they can invest in the business itself. The success of the fund manager is 'twinned' to the performance of the fund, but what type of twins are they?

Roger Morley on the merit of obstinacy in global investing

Graham Hand, Roger Morley
16 March 2022
4

What does a global investor think of the consequences of war, changing investment opportunities, building portfolios, good and bad stocks and why obstinacy amid short-term trends is a positive attribute?

A discombobulation decade for investors

Phil Ruthven AO
16 March 2022
7

Every decade brings surprises, but discombobulating ones are more rare - being the 1910s, 1930s, 1940s and 1970s in the last century. We are just into the 2020s, but it already looks like a volatile decade.

Benefits of holding gold in Australian dollars

Jordan Eliseo
16 March 2022
1

2022 is another example of gold providing portfolio protection when it’s needed most. Australian investors may be able to magnify the protective benefits by purchasing gold in Australian dollars.

Can quantitative tightening help the Fed fight inflation?

Michael Collins
16 March 2022

The US Federal Reserve's first foray into quantitative tightening from 2017 fizzled. Can asset-selling – aka money destroying – help fight inflation this time around?

An opt-in, universal pension can fix several super problems

Prof. Kevin Davis
16 March 2022
27

With considerable resources spent on qualifying for the age pension and grappling with super consequences, there have been regular calls for a universal pension. How might it work and what are the benefits?

Five charts show investors should care about US midterm elections

Matt Miller, Chris Buchbinder
16 March 2022

Distracted by inflation and Ukraine worries, the market is overlooking that the US midterm elections due on 8 November 2022 usually impact equities. As US markets affect all others, what are the implications?

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Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

James Gruber
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Retirement income expectations hit new highs

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Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

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5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Aaron Minney
10 September 2025

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Shane Oliver
24 September 2025

The hidden property empire of Australia’s politicians

With rising home prices and falling affordability, political leaders preach reform. But asset disclosures show many are heavily invested in property - raising doubts about whose interests housing policy really protects.

John Abernethy
17 September 2025

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