Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 491

Edition: 491

1-8 out of 8 results.

Welcome to Firstlinks Edition 491 with weekend update

  • 12 January 2023

Wealth equals income minus ego. Here are three stories about how ego can affect decision-making, starting with how America once planned to nuclear bomb the moon, and some tips on how to tame overconfidence to become a better investor.

Buying dividend growth over dividend yield

Investors should look beyond high-yield stocks to include dividend growers – ones that pay and consistently grow dividends. These stocks can more sustainably increase dividends and generate real long-term returns.

A contrarian bet on Magellan Financial Group

Despite recent woes, Magellan offers deep value at current prices. Almost half of its equity value is investments, including cash, and there's significant  potential upside from its investments in Barrenjoey and Finclear.

The bull case for nuclear energy, oil and cheap China plays

The biggest crisis facing the world economy is a lack of cheap energy to drive economic prosperity and growth. The only realistic solution is nuclear energy, which underpins our 8% shareholding in Energy Resources of Australia.

Ignore the noise, long-term investors will be well rewarded

Economic growth, profit growth and therefore dividend growth for Australia is fairly assured over the next decade and the opportunity for patient investors to benefit is greatly enhanced by recent price corrections.

Is software the new shale?

The software bubble appears to have popped but not everyone is convinced. There are many lessons from the US shale boom that are broadly applicable to the recent software boom, and it doesn't bode well for tech companies.

2023: inflation, diversification, agility and an eye to recession

The RBA and interest rate markets are underestimating inflationary pressures. Combined with a government intent on increasing wages, there's a risk of entrenching higher inflation in Australia compared to elsewhere.

Electric vehicles and Elon Musk have serious problems

Electric vehicles aren't going to be a large part of our transport future for at least the next decade, probably closer to three decades. There are significant environmental and cost issues that won't be easily solved.

Most viewed in recent weeks

2 billion reasons to fix retirement income

A proposal to address Australia's 'stranded balances' in retirement by requiring super funds to transition members to pension phase at 65, boosting retirement income and reframing super as a source of income.

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Welcome to Firstlinks Edition 662 with weekend update

The debate over the budget is increasingly shaped by frustration and perceptions of unfairness, rather than clear-eyed assessment of policy outcomes.

Lithium's rally is real this time – but no-one trusts it

The lithium rally mirrors the early-2010s tech stock surge, with demand set to double by 2030. Supply has been slow to respond, creating a market deficit for future tech like humanoid robotics and solid-state batteries.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.