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31 August 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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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

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