27 February 2026

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Ray Dalio on 2025’s real story, Trump, and what’s next Making sense of record high markets as the world catches fire 3 ways to fix Australia’s affordability crisis Is there a better way to reform the CGT discount?How cutting the CGT discount could help rebalance housing market

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Home / 467

Edition: 467

1-8 out of 8 results.

Welcome to Firstlinks Edition 467

21 July 2022
13

Fund manager reports for last financial year are drifting into client mailboxes, and many of the results are disappointing. With some funds giving back their 2021 gains, why did they not reduce their exposure to hot stocks when faced with rising inflation and rates?

Has inflation peaked? The yes and no arguments

Graham Hand
20 July 2022
9

Investors are hanging on every inflation announcement, both in Australia and overseas, as they will guide the direction of interest rates and economic growth. Let's look at both sides of the inflation argument.

How diversified bond portfolios yield 7%

Graham Hand, Adam Grotzinger
20 July 2022
3

The rapid rise in US Treasury yields and widening spreads on almost all other types of credit have pushed down bond prices, but it now means diversified bond funds can give investors returns not seen for many years.

Consumer habits normalising is critical for stock selection

Aneta Wynimko
20 July 2022

When the pandemic hit, consumers switched their buying to goods as they could not get out to consume services. Now, habits are normalising, with implications for travel, hotels, sporting goods and 'experiences'.

A tonic for turbulent times: my nine tips for investing

Shane Oliver
20 July 2022
8

Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Two index ETF gifts at tax time

Michael Brown
20 July 2022
4

In times of market turbulence, it is critical to get the little things right. A good place to start is minimising taxes. Passive ETFs have numerous tax benefits compared to unlisted and actively managed funds.

Is it time for an Australian 30-year fixed rate mortgage?

Tim Fuller
20 July 2022
14

The 30-year fixed rate mortgage is the backbone of the American housing market. Is this a better approach than Australia's obsession with either short-term fixed or just variable rate mortgages?

Biggest change in the Aged Care Interest Rate since the GFC

Rachel Lane
20 July 2022
1

Whether you are an investor or borrower you will know that rates are rising. The aged care interest rate recently jumped by close to 1%. Take a deep dive into the impacts on residents of aged care homes.

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Most viewed in recent weeks

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

James Gruber
21 January 2026

Making sense of record high markets as the world catches fire

The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.

James Gruber
28 January 2026

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

James Gruber
4 February 2026

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Matthew Maltman, Matt Nolan
11 February 2026

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Jago Dodson, Liam Davies
18 February 2026

Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

5 February 2026

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