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Edition: 519

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Welcome to Firstlinks Edition 519 with weekend update

  • 27 July 2023
  • 5

Conrad Hilton built a global hotel chain through sheer will and faith, yet his death brought about family squabbling that makes the Succession TV series look meek. It's a good lesson in how wealth can serve us, or we can serve it.

Our investment thinking changes as we get older

For decades, it's been thought that investors focus more on limiting losses than making gains. New research suggests that as we age, the reverse may be true, which has significant implications for the investment industry.

Quality ASX retailers are on sale

Everyone appears negative on the outlook for consumer discretionary spending and that's been reflected in the share prices of ASX-listed retailers. The chance to buy quality retailers at cheap prices has arrived.

Is value investing dead?

After a brief hiatus last year, growth stocks are again pummeling value stocks, continuing what's effectively been a 16-year bull market. Yet there are signs that growth is looking bubbly and value's comeback may not be far off.

Reporting season – expect early signs of downgrading

It's ASX reporting season again and a big watch will be on the impact that a softening economy has on company results and outlooks. Here's your guide for what to expect, and potential winners and losers.

Inflation: A rare SMSF consideration

SMSF investors continue to face inflationary pressure not seen in decades, and it could influence investment performance if the potential effects are not considered. Here's how to inflation-proof your portfolio.

Podcast: Contrarian opportunities in property stocks

Our latest podcast features Andrew Parsons of Resolution Capital on contrarian opportunities in property stocks. Also, Graham looks at home ownership versus super, and Peter discusses the interest rate outlook.

China in advanced stage of demographic collapse

New data shows China's demographic issues are much worse than most realise. This is going to be the final decade that China can exist as a modern nation-state because it simply isn't going to have the people to even try.

Most viewed in recent weeks

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.

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.

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.

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

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