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Edition: 486

1-8 out of 8 results.

Welcome to Firstlinks Edition 486 with weekend update

  • 1 December 2022

Markets seem fixated on whether the US Federal Reserve will change policy and slow hikes in interest rates. Arguably, an issue that’s just as important, if not more so, is when China will ease Covid lockdowns.

Super is about equity and fairness

The superannuation system has led to intergenerational envy about the tax benefits flowing to retirees. That envy wouldn't exist if super had been structured differently at inception, as Paul Keating originally envisaged.

Fierce debate among Firstlinks’ readers over ‘super inequities’

The equity or inequity of super tax breaks for retirees has provoked intense debate among Firstlinks' readers. Some view them as a travesty while others believe they're fair and what the system was designed to do.

Four principles for choosing the right active manager

Investors face a difficult decision when choosing their fund managers. Here's a guide for how they can find active managers with sustainable long-term advantages who can help make a difference to their portfolios.

Hunting for value in fixed income

After a dismal year, bonds' prospects are brightening. For investors looking to maximise returns from investment grade assets while also reducing interest rate risk, asset backed securities and RMBS provide opportunities.

Where are the opportunities in small caps?

The decline in the small cap market this year has created opportunities in sectors such as tech, consumer discretionary and building materials. Stocks benefitting from the renewable energy push are also attractive.

Hold fire on your fund manager over short-term declines

Even if you possess godlike skills, you can’t avoid big drawdowns. The lesson for investors is they need to back the long-term track record of their fund manager through the volatility to outperform in their portfolios.

Is it finally time to move on from crypto after FTX?

Cryptocurrency advocates are in total denial that their war against fiat currency has ended. FTX’s downfall should prove the final straw as the the world is moving on from crypto mania and it'll be better off for it.

Most viewed in recent weeks

Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Meg on SMSFs: First glimpse of revised Division 296 tax

Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

10 fearless forecasts for 2026

The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.

13 million spare bedrooms: Rethinking Australia’s housing shortfall

We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.

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