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Edition: 539

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Welcome to Firstlinks Edition 539 with weekend update

  • 13 December 2023
  • 11

In politics, there’s an old saying that if everyone is unhappy with a policy, then it must be on the right track. On that measure, the Government’s financial advice reforms aren’t a total success, though they may not be far off.

Which asset classes are undervalued right now?

Many assets have had a rollercoaster 2023 though most are up, and some of them are up a lot. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able find a bargain.

Super wars: who needs to do what for retirees?

Retirement is the new black and super funds are seemingly expected to do all things for all retirees. Do we need to better apportion the different responsibilities to create a world class retirement income system?  

Time to announce the X-factor for 2023

What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2023? It's time to select the winner.

The reforms that our retirement system needs

Australia should change its retirement system so people can easily access targeted support to plan their futures and fund their lifestyles by having greater work flexibility and access to equity in their homes.

The future of bank hybrids is open to question

APRA is reviewing hybrid capital bonds issued by banks. This is hardly surprising since the demise of Credit Suisse showed they don't work for the purpose that they are designed, and their continued use must be questioned.

Cash underperforms when rates peak

History tells us that hiding in cash isn't the best approach when interest rates peak. While equity markets have had a strong year driven by the ‘Magnificent Seven’ stocks, the rally might broaden to other sectors in 2024.

Podcast: US recession risks and a simple wealth-creating strategy

Brandywine Global's Richard Rauch warns of US and global recession risks, Vanguard's Duncan Burns on building a simple, effective investment portfolio, and Peter Warnes on the Australian market outlook for 2024.

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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