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2 November 2025

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Edition: 481

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Welcome to Firstlinks Edition 481 with weekend update

  • 27 October 2022
  • 18

Why do experienced multi-asset managers never set up their own boutique fund businesses, while managers of specific asset classes do so regularly? Are there no asset allocators with a strong reputation, is it simply too difficult to sustain a long-term track record or do most investors prefer to do it themselves?

Six guidelines on how to allocate SMSF cash

Major bank transaction accounts are paying poor rates on cash at exactly the time when many SMSF trustees are holding more cash than usual due to tough bond and equity markets. Here are some rules and opportunities.

Forget picking the bottom and focus on value

Rather than futile attempts to pick the bottom of the market, it's better to focus on improved valuations in quality companies and wait for the recovery in their businesses. But there are also problems to avoid.

Five long-term investing lessons from working with Phil Ruthven

Phil Ruthven advised many leading companies and governments for decades, and someone who worked with him drew major lessons in industry structure, competition and history which she carries into her investing.

Valuations still stretched in Australia’s housing market

Despite recent residential property price falls, housing affordability is getting worse, not better, driven by rising interest rates. Our numbers suggest further property price declines will be difficult to avoid.

The proposal on capital raisings and franking is misguided

In proposing to prevent certain franked distributions that are funded by capital raisings, the Government is addressing the wrong problem, and the solution lies in this week's 2022 Budget announcement on buybacks.

Why gold is often regarded as money

Gold has a fascinating history and has always carried many of the characteristics of money. While central banks have moved to 'fiat' money, centuries of widespread acceptance give gold diversification merits.

Diversified opportunities in emerging market debt

Most Australian investors have little exposure to emerging markets debt, but the attractions of a widely-diversified portfolio offering higher yields can be accessed through global bond portfolios available here.

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