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1-12 out of 25 results.

Legendary investor: markets are less efficient and social media is the big culprit

Despite an explosion in data, investment titan, Cliff Asness, believes the market has become less efficient, not more, over his 34-year career. He explains why, and how you can take advantage of it.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Don't compare apples and oranges in private credit

Global and Australian private credit are different and shouldn't be lumped together. Investors also need to be wary of more complex and lower quality securities as the asset class grows.

Emerging market equities are ripe with opportunity

Emerging markets offer compelling value compared to history and the stretched valuations of developed market equities. Investors can benefit from three big tailwinds, but only if they are selective.

The problem with concentrated funds

Many investors, including Warren Buffett, advocate concentration in funds - after all, if you don't have high conviction in positions, what's the point? Yet, there are a few compelling reasons to be sceptical of this approach.

Protecting retirement income from inflation shocks

As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they don’t experience another cost-of-living crisis when inflation has another upturn.

ASIC's yin and yang design rules need a rebalance

In designing rules to protect investors, ASIC prevents reinvestment in products some people have held for years, even when investors qualify as 'wholesale'. How can ASIC change the rules to correct the imbalance?

The energy crisis is likely to last years

History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.

Whoyagonnacall? Off-the-plan should not be off-the-cuff

In response to reader requests, we have combined the two articles on '10 unspoken risks buying off-the-plan' into one PDF report to share with friends and family. Apartment living can be great but watch for traps.

How the Reserve Bank scuppers retail depositors

Banks are awash with cash and are turning away deposits while reducing rates. Retirees who rely on their savings for income should not expect a respite until at best 2024 and are encouraged to turn to risky assets.

How to generate income without equity risk

In seeking additional income, some type of market risk must be taken to earn above the 2% on term deposits. The listed market now offers a vast array of alternatives not available even a couple of years ago.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

Why I'm a perma-bull on stocks

Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.

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