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Edition: 518

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Welcome to Firstlinks Edition 518

  • 20 July 2023
  • 1

There's been much talk about how only a few stocks, propelled by the AI mania, have driven most of the S&P 500's gains this year. Yet a new report finds a similar trend in Australia, though there are some silver linings.

UniSuper’s CIO on why liquidity is king right now

Unlike most other superannuation funds, UniSuper hasn’t piled into unlisted assets. Because of this, it has extra cash on hand and is taking advantage of opportunities opening up as rate hikes crunch economies.

Clime time: the RBA isn't independent nor should it be

Australia should break away from the dogmatic belief that the RBA must be independent of Government. How can it be, when the RBA is the country's largest single creditor, owning around 40% of government debt?

Meg on SMSFs: why my kids don’t belong to my SMSF… yet

Should you bring your children into your SMSF? It's a complex issue that's likely to be different for everyone, though here are some considerations before making a decision - one that hopefully satisfies all parties.

5 assets to protect you against a possible recession

Macroeconomic indicators suggest that the US is in the last stage of the economic cycle with a recession likely by the end of 2023. There are five assets that can help insulate your portfolio if a downturn takes place.

Howards Marks on balancing aggressive and defensive investing – Part 2

Famed investment manager, Howard Marks, believes each investor should have a notion of the right balance of aggressiveness and defensiveness for them. Marks reveals he's positioned defensively given current market risks.

The emerging multinationals investors can’t ignore

Who will emerge as the largest multinationals in the decades to come? There's a fair chance they won't come from the West - here is a look at why this is, and the three stocks that could become global powerhouses.

The case for a global small-mid cap portfolio

Global asset owners have historically allocated capital to two distinct equity asset classes: global large cap and/or global small cap. There's a good argument for a small-midcap fund to be part of investor portfolios.

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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