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Edition: 88

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Edition 88

  • 14 November 2014

Unexpected impacts of QE policy, the global overuse of debt, Australia's slow stockmarket recovery, fossil fuels and responsibilities, nurturing corporate culture and impact investing.

Impact of QE on markets opposite of expected

October 2014 marks the end of the US Federal Reserve’s monetary policy it called ‘quantitative easing’. The Fed’s aim was to create inflation, increase bank lending and depress the US dollar to help exporters. Did it work?

Is a debt bonfire building?

Findings from three recent seminal papers highlight the rapidly growing levels of debt across the world, which at some time is likely to impact future investment returns and economic growth. Are you prepared?

Australia’s longest bear market?

The performance of the Australian sharemarket has been surprisingly weak in recent years, not only relative to the US and other developed markets, but also relative to previous major bear markets.

Divesting from fossil fuels and from rational economics

John D Rockefeller turned in his grave when the news drifted in that the Rockefeller Brothers Fund was divesting from fossil fuel companies. What are the responsibilities of companies, funds, directors and trustees?

Culture and competitive advantage

In a good company, culture drives the businesses strategy. It guides the way employees work together. And ultimately, culture shapes the type of experience a firm delivers to its employees and clients.

Impact investing – Australian market in 2014

Cuffelinks reader, Josh, asks: "Can you tell me about Impact Investment, how do I do this, and where do I go?" The market is gradually unlocking the challenges and potential of this sector.

Most viewed in recent weeks

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Want your loved ones to inherit your super? You can’t afford to skip this one step

One in five Australians die before retirement and most have not set up their super properly so their loved ones can benefit from all their hard work and savings. 

Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

  • 5 February 2026

Super is catching up, but ageing is a triple-threat

An ageing Australia is shifting the superannuation system’s focus from accumulation to the lifecycle of retirement. While these pressures have been anticipated for decades, they are now converging at scale and driving widespread industry change.

Meg on SMSFs: Last word on Div 296 for a while

The best way to deal with the incoming Division 296 tax on superannuation is likely doing nothing. Earnings will be taxed regardless of where the money sits, so here are some important considerations.

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