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Insights

FirstLinks

Stay up-to-date with the latest market commentry and news from industry experts FirstLinks.

Latest insights

Why Australian shares are falling behind the world

While the Australian market has boasted a long record of outperformance, recently results have told a different story. Firstlinks’ Mark LaMonica asks if the ASX’s lagging performance is temporary or evidence more structural forces will keep global markets head.
02 July 2026 3 min read

Global market growth hinges on Iran War and AI rollout

Global growth is facing mounting pressure from war, higher oil prices, inflation and trade tensions. But can a wave of AI-related investment prove powerful enough to support economic activity and reshape the outlook for markets?
02 July 2026 3 min read

Yields take centre stage again

The Australian credit landscape is shifting. Yarra Capital Management says yields are rising, issuance is strong and spreads continue to tighten, and income is reemerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
26 June 2026 4 min read

Stop asking if there's a stock market bubble. Ask this instead

Markets continue to push onwards despite valuations looking stretched by historical standards. Nucleus Wealth’s Damien Klassen says while bubble talk is rampant, investors may be focusing on the wrong thing, adding the real story may be deeper than the headlines.
26 June 2026 3 min read

Why SpaceX is coming to your super fund

While SpaceX's blockbuster debut grabbed the headlines, the real story for Australian investors is much quieter. Morningstar says giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
26 June 2026 2 min read

The most important investment decision you’ll ever make

Stock picking often gets the spotlight, but research shows asset allocation explains the vast majority of long-term returns. Understanding your mix of growth and defensive assets is the real key to investment success.
15 June 2026 3 min read

Rent inflation and the missing policy

The government plans to remove negative gearing to help renters buy homes. However, Jason Teh from Vertium Asset Management says, for those who remain renters, the wrong levers are being pulled to try and increase rental unit supply.
28 May 2026 4 min read

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.
28 May 2026 3 min read

Markets without a margin for error

From US fiscal pressure to China's shifting growth model and Australia's structural constraints, markets are yet to reflect a less forgiving global investment landscape.
28 May 2026 3 min read

Are active managers bringing a knife to a gunfight?

Vertium Asset Management’s Jason Teh unpacks how passive investing has permanently changed market structure - and why sophisticated tools are now the price of survival.
30 April 2026 4 min read

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Mark LaMonica says investors are too quick to dismiss this valuation technique.
30 April 2026 3 min read

The biggest oil shock in history. Why isn't the price higher?

While increases in oil prices are dominating media coverage of the turmoil in the Middle-East, Vertium Asset Management’s Jason Teh flags it is worth exploring why prices haven't gone up more.
16 April 2026 3 min read

The thin line between investing and gambling

Firstlinks’ Mark LaMonica says prediction markets are blurring the line between investing and speculation, adding savvy investors can profit from this trend by heeding the advice of famed investor, Benjamin Graham.
25 March 2026 3 min read

Finding yield on the ASX

With ASX dividend yields now below government bond yields, Clime Investment Management says investors are facing an upside-down market where income is scarce, growth is muted, and careful selection of bond-like stocks has never mattered more.
29 January 2026 3 min read

The long-term case for compounders

MFS Investment Management says cyclical stocks surge in upswings but falter in downturns, while in turn, compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.
22 January 2026 3 min read

Who will get left holding the banks?

For the first time in decades, the Big 4 banks have real competition in home loans. With Macquarie quickly gaining market share, Auscap Asset Management says that could threaten both the earnings and dividends of the major players in the years ahead.
22 January 2026 5 min read

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