30 April 2025

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Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Pros and cons of Labor's home batteries scheme Designing a life, with money to spare World's largest asset manager wants to revolutionise your portfolio

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Home / 512

Edition: 512

1-8 out of 8 results.

Welcome to Firstlinks Edition 512 with weekend update

8 June 2023
7

'The Big Short' screenplay adaptation of Michael Lewis's excellent book showed a wider audience how markets and banks make fundamental valuation errors which were identified by a few before a collapse. The market is often wrong, and investors should decide their own comfort level and hold as much in equities as sleep allows.

Invest in equities until you reach your sleeping point

Graham Hand
7 June 2023
17

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. That's a big range, but equities give the best long-term returns. The right level is the point where you sleep easy.

Franklin Templeton CEO on valuations and advice commissions

James Gruber
7 June 2023
2

Payment of product commissions to financial advisers is banned in Australia, but the global Franklin Templeton CEO says it prevents some people from accessing needed advice. She also speaks about revaluing private assets.

A top quality company shows cheaper is not better

Rudi Filapek-Vandyck
7 June 2023
1

As investors, we all like to snap up a bargain but cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.

The ultimate superannuation EOFY checklist 2023

Liam Shorte
7 June 2023
7

We're close to the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist of the most important issues to address.

The pros and cons of short-term versus long-term investing

Chris Demasi
7 June 2023
1

A key decision that investors face is whether to pursue investments over a short or long-term horizon. Both approaches have benefits and drawbacks and understanding the differences is critical to managing a portfolio.

Where investors should look given mixed economic picture

Casey McLean
7 June 2023
1

Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.

What I know now about retirement income

Kaye Fallick
7 June 2023
20

When it comes to retirement planning, a good financial adviser can be a helpful partner but not until you know your own situation inside out. Here are five tips to help you better manage your retirement savings.

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Most viewed in recent weeks

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.

James Gruber
9 April 2025

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?

3 April 2025

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.

Noel Whittaker
23 April 2025

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.

James Gruber
26 March 2025

World's largest asset manager wants to revolutionise your portfolio

Larry Fink is one of the smartest people in the finance industry. In his latest shareholder letter, the Blackrock CEO outlines his quest to become the biggest player in private assets and upend investor portfolios.

James Gruber
2 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.

James Gruber
16 April 2025

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