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28 February 2026
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Electric vehicles have long been championed as the future of transportation. With production slowdowns, cautious consumers, and infrastructure challenges, EVs appear to be hitting a speed bump.
Hundreds of green hydrogen projects show this energy opportunity is finally being taken seriously. While a cost disadvantage and technical challenges need to be overcome, it promises to deliver a path to net zero.
The gradual switch to electric vehicles is underway, but given the obvious shortcomings of fossil fuels, there are a surprising number of problems electric cars need to overcome. EVs have not yet won the race.
With historic falls in greenhouse gas emissions during the COVID-19 pandemic, we have a unique opportunity to construct a recovery that ensures a stronger economy while minimising carbon emissions.
In late-2015 representatives from over 100 countries met in Paris for the UN's convention on climate change. There are key outcomes and implications for investors and their portfolios.
The activities of any company have an element of environmental and social cost not quantified in the profit and loss statement. In 2010 a global corporation pioneered a new form of reporting, which is gaining support.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.
Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.
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.
A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.
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.