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Home / 528

Edition: 528

1-8 out of 8 results.

Welcome to Firstlinks Edition 528 with weekend update

28 September 2023
9

While many fund managers claim ESG credentials, some go through the motions but maximising returns is paramount. If there's one area they should focus on more, it's a diversity of opinions among their analysts, especially at a time of rapid change in technology, fashions and consumer habits.

The fascinating battle between Nick Bolton and Magellan

Graham Hand
27 September 2023
8

Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund (ASX:MGF) options. Magellan will resist as it must act in the interests of all unitholders and the cost comes from Magellan itself.

Even Warren Buffett lost his edge 20 years ago

Ashley Owen
27 September 2023
16

Even the fund managers who have out-performed since inception peak early, then suffer declining out-performance after that. It’s a guaranteed slide into mediocrity, even for greats like Warren Buffett, who peaked decades ago.

Investment opportunities in markets priced at extremes

Jacob Mitchell
27 September 2023
1

Before the last few weeks, sections of US equity markets were rising rapidly, driving a more concentrated market and wide valuation dispersions. The extremes are creating cyclical and structural opportunities.

Jeremy Cooper on super becoming too big

Jeremy Cooper
27 September 2023
10

The vast sum of money in super will dwarf the size of the ASX and our GDP in coming years yet allocation is not subject to any regulatory control. Where should super policy be housed and how should assets be invested?

Unique factors drive Industrial and Logistics property demand

Steve Bennett, Sasanka Liyanage
27 September 2023
1

Parts of commercial property are facing challenges from changing work habits, but in Industrial and Logistics, it's the opposite. Growth in online retailing and shortage of facilities is driving demand and rents higher.

Can Aussie banks rediscover their glory days?

Nathan Zaia
27 September 2023

Returns from the major banks haven't been great over the past ten years, though that could change with higher rates, less competition and cost savings opportunities. Some banks look better value than others.

Super concessions to overtake Age Pension costs

Kaye Fallick
27 September 2023
36

Super concessions are forecast to overtake the cost of the Age Pension in the 2040s. They're creating a skewed system of reward for higher super balances in retirement and will widen the gap between rich and poor.

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