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Edition: 77

1-7 out of 7 results.

Policy pincers in Australia and the US

Unemployment and inflation seem to be heading in different directions in Australia and the United States, but the outcomes for interest rates and equity markets might be the same.

Does insurance belong in super?

There is little written about why insurance came to be included in the superannuation system. It might address the problem of under-insurance but it's a poor fit with superannuation's core purpose of funding retirement.

Is this time different for trend-following funds?

Most trend-following funds (managed futures or CTAs) have performed poorly recently, and investors are asking if they will work again. History shows how crisis and non-crisis periods influence this investment style.

Watch those unexercised options in LICs

Listed Investment Companies have enjoyed great investor support in the last year, but the structure usually comes with 'free' options to buy more shares. The impact of these options can trap the unwary.

Why the FSI should interest SMSF members

Every SMSF owner should take an interest in David Murray’s Financial System Inquiry because it asks some fundamental questions including issues around limitations, tax breaks, contribution limits and more.

There’s growth, and then there’s growth

If it looks like a duck and quacks like a duck, is it necessarily a duck? That’s the mindset that is sometimes required to understand the revenue growth numbers being reported by companies at this time of year.

Most viewed in recent weeks

A hard dose reality check on vaccines

With 160 programmes underway and billions of dollars spent on COVID-19 vaccines, investors are drawn to optimistic news. However, the company that has developed most new vaccines has a sober view.

After 30 years of investing, I prefer to skip this party

Eventually, prices become so extreme they bear no relationship to reality, and a bubble forms. I believe we are there today, not for all stocks but for many in the technology space.

How we have invested during COVID-19

With signs that the economic recession will not be as deep as first feared, many companies will emerge strongly with robust business models. Here are the sectors with the best opportunities.

Welcome to Firstlinks Edition 367

There is a similarity between the current health crisis and economic crises of the past. For COVID-19, record amounts of biotech funding from government agencies and private companies are looking for a vaccine. Likewise, central banks once struggled treating recessions but the 'vaccine' now is record amounts of financial stimulus to ensure liquidity. While the world awaits a COVID treatment, markets are purring along, at least until side effects hit.

  • 22 July 2020

Is the '4% rule' for retirement broken?

The traditional 4% rule was designed to ensure retirees do not run out of money, but low interest rates and expensive equity markets question the sustainability of the level. What are the alternatives?

Two great examples of why company management matters

It’s not only products and business models that create wealth. Management teams make decisions on how to deploy capital and such actions drive vastly different outcomes over time.

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