Firstlinks | Connecting Investors with Ideas
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Firstlinks | Connecting Investors with Ideas
16h ago
First Sentier's decision to hand $14 billion back to investors is a further sign of fund managers grappling with the exponential rise of ETFs. Yet it comes as the ETF industry may be sowing the seeds for its own future downturn ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
The US market has pummelled Australia's over the past 16 years and for good reason: it has some incredible businesses. Australia does too, but if you want to enjoy US-type returns, you need to know where to look ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
As long as the banks have no desire to pay up for term deposit funding - which looks likely for a while yet - investors will continue to pay a premium for the higher yielding, but riskier hybrid instrument ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
The rise of the Magnificent Seven and their large weighting in US indices has led to debate about concentration risk in markets. Whatever your view, the crowding into these stocks poses several challenges for global investors ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
Global REITs have been out of favour for some time. While office remains a concern, the remainder of the sector is in good shape and offers compelling value, with many REITs trading below underlying replacement costs ..read more
Firstlinks | Connecting Investors with Ideas
16h ago
Money can bolster our joy in real ways. However, if we relentlessly chase wealth at the expense of other facets of well-being, history and science both teach us that it will lead to a hollowing out of life ..read more
Firstlinks | Connecting Investors with Ideas
1w ago
There's a lot of talk about how concentrated the US market has become, yet the ASX is even more so, although it's not as top heavy as in the past, and banks and miners do seem to be losing their stranglehold on the index ..read more
Firstlinks | Connecting Investors with Ideas
1w ago
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here's a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems ..read more