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Edition: 451

1-9 out of 9 results.

Welcome to Firstlinks Edition 451 with weekend update

  • 24 March 2022
  • 2

Investors have a love/hate relationship with cash in their portfolios. When markets fall, it's a relief to see a bulwark hold its value. When markets run up, it looks like a poor opportunity cost. Be patient. Cash is about 30% of Warren Buffett's portfolio as he waits for value in the market.

Four ways to invest in the same fund and save money

Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the unlisted version is cheaper? Find the best way to invest.

The end of Russian oil

Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.

Private equity’s role in a well-constructed portfolio

Private equity is attracting ever larger allocations from institutional investors. Russel Pillemer makes a case that all investors should consider the asset class.

Opening the virtual frontier: Senator Hume’s address to Blockchain Week

Senator Hume describes the crypto ecosystem as a new virtual frontier, and says she will not stand in the way of pioneering Australians chasing the opportunities and benefits presented by innovations in crypto assets.

Doubts over the Eraring Power Station closure

There may be serious flaws in the plan to replace the generation capacity from the accelerated closing of Eraring Power Station. Tony Dillon critically assesses the proposed approach.

Rising interest rates: risk or opportunity for global listed real estate?

Analysing the impact of interest rates, bond yields and real yields on historical returns is interesting and can be useful to understand how the past may impact the future of the listed global real estate sector.

Ukraine-Russia conflict update: Compendium of research

Most global corporations' direct exposure to Russia is limited; however, rising commodity prices and supply chain disruptions will pressure consumer sentiment and raise inflationary risks.

The investment case for Australian private debt

While interest rates remain low at present, and inflation remains an emerging risk, now is the time for investors to be proactive in reviewing their portfolio to ensure their capital is protected.

Most viewed in recent weeks

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

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