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Three fascinating lessons overlooked by investors

Investing is a field where experience matters, but we all operate with a set of beliefs. Staying on top of market research gives useful lessons for investors and challenges common assumptions. 

A decade of Magellan: lessons in building a fund manager

It's a home-grown Australian success story, managing far more for foreign institutions than local, but it took a long time to gain traction while laying the foundations for the massive inflows that were to come.

How to make in-house investment management work

Large superannuation funds are increasingly adopting in-house management of investments. There are many potential benefits, but the decision needs a framework and careful consideration.

The upside of fintech for wealth managers

Fintechs are often viewed as disruptive to traditional financial services businesses, but in reality they present great opportunities for savvy organisations, especially within wealth and asset management.

Is there an Uber or Amazon of wealth management?

Looking at the success and domination of Amazon, Google and Apple makes you wonder if the wealth management industry could experience the same type of market disruption as other industries have.

Interview with David Bell, CIO, AUSCOAL Super

David Bell discusses his new role as Chief Investment Officer at AUSCOAL Super, as well as the many challenges of managing a public superannuation fund portfolio in the current environment.

Introduction to Burton Malkiel

Burton Malkiel is author of the classic A Random Walk Down Wall Street, now in its 10th edition since 1973, and eight other books on investing. Here's a summary of his views on markets and valuing stocks.

The Burton Malkiel Interview

"I would not buy a bond index fund today, because I think they’re going to get killed. I don’t like lifecycle funds, they’re putting 80% into the securities that are going to give people an enormous amount of trouble."

Most viewed in recent weeks

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.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

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