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Edition: 489

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Firstlinks Interview Series - bonus eBook

A collection of interviews with financial markets experts on investing, superannuation, retirement and other topical issues, as published by Firstlinks over 2021 and 2022.

Welcome to Firstlinks Edition 489

  • 22 December 2022

It’s often the investment decisions that we don’t make which we regret the most. Why do we hold off making decisions, sometimes forever? We explore the science behind procrastination and what you can do to overcome it.

2023: a tale of two halves

Next year is when inflation falls, economies stall, central banks continue to tighten decisively in the first half, and are on hold by mid-year through to year-end. That'll pave the way for sustained policy easing in 2024.

Meg on SMSFs: Would a limit on fund size make sense?

Next year's Federal Budget might that be the time when we see something designed to break up very large SMSFs gain some traction. We run through whether such changes make sense and look for potential alternatives.

The impact of inflation on retirement incomes

Australian Ethical’s Head of Asset Allocation takes a look back at the major forces influencing markets in 2022, the impact of inflation on retirement incomes and shares his long-term views for asset classes.

The return of shared equity mortgages

Shared equity mortgages, as a solution to Australia’s housing affordability problem, have been talked about for years, but it's been left to governments to develop initiatives in this area. This year, things changed.

Beware the hit to earnings in 2023

Decelerating inflation should provide a tailwind for high quality bonds but will likely hurt company margins and therefore stock prices. Uncompetitive companies facing elevated capital costs will be most at risk.

Why Netflix is winning the streaming wars

Streaming is disrupting the way TV is consumed and it's likely all TV will be streamed within ten years. Netflix, irrespective of the naysayers, remains the only game in town when it comes to profitably running a streaming service.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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