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Edition: 571

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Welcome to Firstlinks Edition 571 with weekend update

  • 1 August 2024
  • 5

Crowding into US technology stocks got to such extreme levels that a rotation out of them was inevitable. That rotation has a long way to run at some point, and the big winners will come from hitherto overlooked asset classes.

The tortoise wins in investing

For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.

A licensing regime can get super funds moving on retirement

The Retirement Income Covenant mandates super funds create retirement strategies, but progress has been uneven, leaving retirees underserved. Retirement licensing could enforce standards and improve outcomes.

Are Australian banks headed for a fall?

Australian bank stocks have had a stellar 12 months, prompting many investors to suggest now would be a good time to sell them. Yet the Big Four remain in a strong position that suggests a more nuanced outlook is needed.

Why allocating more to fixed income now makes sense

High bond-equity correlation suggests increased overall portfolio risk, making greater fixed income allocations crucial for managing volatility. While bonds no longer diversify portfolios as much, elevated yields make them attractive. 

What to do about the growing chorus of market correction warnings?

Since the 1970s, whenever positive economic growth and disinflation have joined forces, they've produced good conditions for equities, particularly for companies with pricing power. It bodes well for markets going forward.

Small companies, big opportunities

Small companies have been getting a lot of attention lately, as the equities rally this year extends beyond mega caps. Here is a look at the opportunities for Australian investors in this new environment.

Most viewed in recent weeks

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

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