8 October 2025

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Simple maths says the AI investment boom ends badly Why we should follow Canada and cut migration Are LICs licked?Australian house price speculators: What were you thinking?Retirement income expectations hit new highs

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Home / 460

Edition: 460

1-8 out of 8 results.

Welcome to Firstlinks Edition 460 with weekend update

2 June 2022
9

Anthony Albanese experienced a good first fortnight as Prime Minister, but an early threat to the fun is energy, both the impact on climate change and the cost. The majority of Australia's energy needs come from fossil fuels and the global transition must not only be timely but fair.

Is the fossil fuel narrative simply too convenient?

Graham Hand
1 June 2022
37

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

Graham Hand, Reece Birtles
1 June 2022
3

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.

Inflation: friend or foe of Value stocks in 2022?

Dr. David Walsh
1 June 2022
1

During this heightened uncertainty, Value stocks have performed relatively well, coinciding with higher inflation. Expensive Growth stocks, hit by slowing growth and materials shortages, have sold off. Where to now?

How our preferential voting drives the election result

Tony Dillon
1 June 2022
20

At a federal level, Australia has used preferential voting since 1918, and it is an accepted part of our democracy. It might surprise to learn how fundamental it is for deciding which party forms government.

Too many retirees miss out on this valuable super fund benefit

Jeremy Cooper
1 June 2022
49

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?

Why 'Don't fight the Fed' now has a different meaning

Rudi Filapek-Vandyck
1 June 2022
2

The Fed has finally signalled its intention to control inflation by reducing demand, and investors must become less comfortable with their financial prospects. Investing has changed and the consequences are serious.

Investment 101 and the greatest risk in investing

Jason Hsu
1 June 2022
3

If it's common knowledge, it's not an outperformance edge. You may have insights about China, a great company, US ingenuity, inflation or interest rates, but if they are common, they are already priced in.

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Most viewed in recent weeks

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Harris Kupperman
27 August 2025

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

James Gruber
27 August 2025

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
10 September 2025

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Larry Bricks*
27 August 2025

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Vanguard Investments Australia
24 September 2025

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.

4 September 2025

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