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25 February 2026
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Guest Editor, Bryce Doherty, sees financial literacy as a pillar on which Australians prepare for the future, and he highlights five articles which are timeless examples of how to build portfolios for the long term.
The property market is far from homogeneous, and investors should consider different impacts on residential, office and retail sectors. Is Myer a bellwether for retail changes?
A quick name-by-name summary from the latest round of A-REIT (listed property) results with most trusts doing well as management teams deliver on their strategies.
There's a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.
There has been a massive increase in apartment commencement, with 137,000 now under construction. There is doubt whether all buyers will proceed to settlement if prices fall due to oversupply.
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.
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.
There’s one surprising area of the market that’s been left behind over the past year: quality stocks. Not only in Australia, but globally. The likes of REA, CAR Group, and Aristocrat may offer opportunities in an overpriced market.