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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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Home / 475

Edition: 475

1-8 out of 8 results.

Welcome to Firstlinks Edition 475 with weekend update

15 September 2022
3

The 2022 calendar year will include two Federal Budgets, and despite a gap of only seven months, they are framed against different backgrounds. The Treasurer will give some cost-of-living relief contradicting the Reserve Bank desire to control spending. On Friday, Governor Philip Lowe asked how the nation would pay for all these promises.

Survey: What do you think about these critical policies?

Graham Hand
14 September 2022
58

The first Labor Budget in a decade comes at a critical time for the new government, facing policy decisions on many fronts. Take our Reader Survey on these six questions and let us know what you would do.

Meg on SMSFs: my own reasons for early SMSF establishment

Meg Heffron
14 September 2022
20

In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry. Anyone who expects to build a decent super balance should think ahead.

Super performance based on fund size, risk and unlisted assets

David Carruthers
14 September 2022
10

In FY22, what drove the strongest superannuation performers, and how does size of the fund, the level of risk or investments in unlisted assets affect the outcome? They are major challenges to performance tests.

S&P default rates and the risks in bond investing

Matthew Macreadie
14 September 2022
3

As interest rates rise, more investors are attracted to bonds for income. What is the probability of default on investment-grade and below credits that might take the shine off what look like attractive returns?

The most vital question ever put to me as a portfolio adviser

Dan Kemp
14 September 2022
2

By focusing on an individual rather than a group, professional investors get closer to the people they are trying to serve. Too many client meetings focus on the markets and not enough on meeting client goals.

Will a high CPI 'inflate away your debt'?

Graham Hand
14 September 2022
5

It is argued that governments will 'inflate away their debt', but does this work for households? We asked four economists whether borrowers should worry less about rising inflation as it will erode the value of debt.

Superannuation funds should be long-term lenders

Prof. Kevin Davis
14 September 2022
7

It makes sense to have long-term savings directed to financing long-term investments and short-term savings (which involve liquidity risk for the institutions accepting them) invested in shorter term investments.

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