4 July 2026

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Home / 455

Edition: 455

1-8 out of 8 results.

Welcome to Firstlinks Edition 455 with weekend update

28 April 2022
5

The resolve of many investors to focus on the long term with their share portfolios is increasingly tested as the list of negatives lengthens. There is a lack of visionary policies during an election campaign and stimulatory spending is contradicting the aims of tighter monetary policy.

Lessons when a fund manager of the year is down 25%

Graham Hand
27 April 2022
29

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

Reader Survey on the Federal election 2022

Firstlinks
27 April 2022
49

Apparently, the major parties both have a 'plan' for the future, but they look like more of the same. What are the issues we should be debating? Who do you expect to win the election? What is bothering you?

Investment performance and start date randomness

Blair duQuesnay
27 April 2022
1

Investors have different start dates for calculating investment performance, so each investor's experience of any one manager can be completely different from the next. You can't always trust that beautiful chart of past performance.

Australian shares outperform the US as commodities soar

Russel Chesler
27 April 2022
2

After many years of underperformance, 2022 could finally be the year that Australian shares outperform the US market, thanks to higher commodity prices and heavy falls in technology stocks.

Three waves to keep inflation high over the next decade

Tim Davies
27 April 2022
3

The Russia-Ukraine conflict looks set to splinter the world into two distinct trading and financial systems aligned to either the US or China, triggering sustained inflation that will impact prices over this decade.

Beyond the acronym, navigating important ESG choices

Evan Reedman
27 April 2022
7

A topic that was once considered niche is now an enduring component of the investment decision-making process. Here we cover the fundamental investment approaches and strategies that consider ESG matters.

Buffett on markets, cash and seizing opportunities

Lewis Jackson
27 April 2022

The Oracle of Omaha’s latest annual letter is full of lessons for investors, including waiting for value, keeping a buffer, trusting the quality of your investments, and recognising new and important trends.

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