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10 June 2025

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Edition: 468

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Welcome to Firstlinks Edition 468 with weekend update

  • 28 July 2022
  • 8

When inflation was close to zero, it was not as important to think about markets and returns in real terms (that is, nominal returns less inflation). But factoring in inflation, a total return of 6% on an investment may only preserve purchasing power. Leaving money in cash at 1% now comes with a significant opportunity cost.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

The sharemarket is not the same as the economy

The lessons from 22 years in the market include the lower volatility of industrial shares, how a short book differs from a long, the best leading indicators of change, plus stocks to withstand tougher times.

Price is a liar: take three steps before you dive in

Price is a subjective measure with no mathematical definition, but valuation approximates the truth. With many stock prices down, investors looking to buy should consider three steps suited to current market conditions.

Bear markets don't go paw-in-paw with recessions

In the 12 US recessions since WWII, the S&P500 index has contracted from peak to trough by a median of 24%. We were almost there in June 2022 but trying to time the bottom of the market can be a costly strategy.

Different investments to catch the Electric Vehicle charge

When investors focus on the EV revolution, not enough think about the investment opportunities with the 'E'. The charging infrastructure underpins the whole sector and will undergo its own revolution.

Making death benefit nominations work for you

The High Court recently ruled that the traditional three-year lapsing binding death benefit nominations do not apply to SMSFs, but many SMSF trust deeds contain specific provisions on how the nomination must work.

A six-chart snapshot of June 2022 lending data

The Australian economy is undergoing crucial changes. The Reserve Bank's attempts to slow activity is feeding into lending volumes and loan rates but can authorities manage inflation without economic contraction?

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The case for the $3 million super tax

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The super tax and the defined benefits scandal

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Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

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