Firstlinks

Firstlinks Firstlinks is an investment and superannuation website and newsletter, led by Graham Hand. It provid Firstlinks is owned by Morningstar.

We provide strategies and guidance rather than trying to time the market, pick stocks or select next year’s star fund manager. In particular, we aim to inform investors about markets, regulations, structures and useful ideas. We want a community of investors to discuss ideas from an informed and impartial point of view, without pushing products or promoting services.

26/11/2023

On October 26, I felt numbness in my right leg, and soon after, doctors diagnosed a brain tumour. This is a diarised account of the journey since. Thanks for the hundreds of kind messages from Firstlinks' readers.

25/11/2023

Bonds have had a miserable time of it for the past three years. Yet with central banks almost done with interest rate hikes and inflation set to fall towards central bank targets, bonds look primed for a bounce back.

25/11/2023

We interviewed Sir Michael Hintze while his credit-focused hedge fund CQS was at the height of its powers. Since then, he's changed the firm's investment strategy and found a buyer in Canadian giant, Manulife.

24/11/2023

You may have spent years, and a significant amount of money, making your current home your 'forever home' so thinking about downsizing can be hard. This is a guide to help you make an informed downsizing decision.

19/11/2023

Passive funds have historically outperformed active funds in REITs, though it doesn't tell the full story. About 44% of A-REIT active funds have beaten their benchmark over 10 years, and some by a considerable amount.

18/11/2023

Airlie's Matt Williams on recent investments in ResMed and Orora, The World Gold Council's Joe Cavatoni on the rise of digital gold, and Peter Warnes chides investor complacency given economic and market risks.

17/11/2023

A binding death benefit nomination makes sense if you belong to an APRA super fund, yet how about if all of your super is in an SMSF? Here are the pros and cons of having such a nomination in your SMSF.

17/11/2023

Former RBA Governor Ian Macfarlane says our economy has held up well given the sharp spike in interest rates. He thinks that economic strength plus high inflation mean rates are more likely to go higher than lower in 2024.

16/11/2023

Magellan Financial Group has had a tough time of it, with its faltering funds management business getting all the attention. Less mentioned is the significant value in the company's other assets, such as Barrenjoey.

16/11/2023

Munger is best known as Warren Buffett’s sidekick though he’s a formidable investor in his own right. Here he addresses what makes Buffett great, Costco's retailing genius and Berkshire's investments in Apple, Japan, and China.

14/11/2023

Accounting losses from a pandemic inspired bond buying spree have wiped out the RBA's equity and more, pushing its balance sheet into negative equity territory. How did it happen and what lessons can be learned?

13/11/2023

A turnaround in the fortunes of ASX small caps is overdue after a disappointing 2023. It's important to pick your spots though, and miners and building materials companies look the standouts heading into next year.

09/11/2023

In a wide-ranging interview, John Pearce explains why the 60/40 portfolio is far from dead, that history is a dangerous guide to the future, his recent investments and how the power dynamics in the market have changed.

05/11/2023

Special guest, UniSuper CIO John Pearce, on where he's putting money, Peter on how today's events bear similarities to those before the financial crisis, and Graham updates us on the latest developments in LICs.

Address


Website

Alerts

Be the first to know and let us send you an email when Firstlinks posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Firstlinks:

Shortcuts

  • Address
  • Alerts
  • Contact The Business
  • Claim ownership or report listing

  • Want your business to be the top-listed Media Company?

Share