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Edition: 474

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Welcome to Firstlinks Edition 474 with weekend update

  • 8 September 2022
  • 16

While all the media attention focusses on the disquiet of borrowers facing rising interest rates, we overlook the investors who are enjoying a higher income flow on bonds and deposits. The pendulum seems to be swinging back to savers as interest rates rise. But doesn't inflation reduce the value of the debt to make it better for borrowers? Who is really winning from rising inflation?

Braving bear markets: 5 lessons from seasoned investors

There are always reasons to sell equities, but the current economic and geopolitical events seem worse than most. Five experienced investors share their main lessons from 171 years in all types of markets.

The right way to invest in a thematic is not an index

Investing in Asia is challenging but with younger populations, many countries face less wage and inflation pressures than the West. Buying the index rarely pays off as it's more about finding the winning companies.

Three key themes that will drive markets this year

Amid the blur of company results, it's vital to step back and check the major factors affecting results: inflation, consumer spending and cashflow. What are the companies emphasising in their one-on-one meetings?

If I get kicked out of the value investors’ club, so be it

When a value investor holds a large proportion of companies with good growth potential, does that mean a style has changed? With customer acquisition costs now expensed upfront, economic reality is understated.

Five possible market scenarios guide your asset allocation

In volatile markets, asset allocation should consider scenarios based on differing likelihoods. There are always a number of low probability, extreme outcomes so don't assume the central case is the only possibility.

The data doesn't lie: dividends on Resources versus Industrials

Boosted by high commodity prices and strong demand, resource companies have delivered a rapid growth in dividends. At the same time, some industrials conserved their capital. Where are dividends coming from longer term?

Jobs Summit keynote: the changing Australian economy

Politicians, unions, business executives and economists met at the Jobs and Skills Summit last week, and the opening address has been widely praised for capturing the problems faced and suggesting solutions.

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16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.

The best strategy to build income for life

Owning quality, dividend-producing industrial shares is key to building a decent income stream. Here is an update on the long-term performance of industrial stocks against indices, listed property, and term deposits.

Are more taxes on super on the cards?

The Government's broken promise on tax cuts has prompted speculation about other promises that it may consider breaking. It's widely believed that super is lightly taxed and a prime candidate for special attention.

Lessons from the battery metals bust

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.

Welcome to Firstlinks Edition 545 with weekend update

It’s troubling that practical skills like investing aren’t taught at schools as it leaves our children ill-equipped to build wealth, and more vulnerable to bad advice. Here are some suggestions to address the issue.

  • 1 February 2024

For the younger generation, we need to get real on tax

The distortions in our tax system have been ignored for too long, and we're now paying the price. It's time Australia got real and addressed the problems to prevent an even greater intergenerational tragedy.

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