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FirstLinks

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

Latest insights

ASX200 ‘handbrake’ means positive investors could miss out

The dominance of mega-cap stocks in the US has led to strong index performance and a new wave of passive investors. But Auscap Asset Management says Australia's markets might not be so suited to this approach.
25 July 2024 3 min read

Don’t compare apples and oranges in private credit

Nehemiah Richardson from Pengana says global and Australian private credit are different and shouldn't be lumped together. As such, investors also need to be wary of more complex and lower quality securities as the asset class grows.
25 July 2024 3 min read

Investors are threading the eye of the needle

As investors cram into ever narrower areas of the market with increasingly high valuations, Martin Conlon from Schroders says that sensible investing has rarely been such an uncrowded trade.
18 July 2024 4 min read

Emerging market equities are ripe with opportunity

Orbis Investments says emerging markets offer compelling value compared to history and the stretched valuations of developed market equities. Adding, investors can benefit from three big tailwinds, but only if they are selective.
10 July 2024 read

The iron law of building wealth

James Gruber says the best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
27 June 2024 4 min read

The 9 most important things I’ve learned about investing over 40 years.

After 40 years of investing, AMP Capital’s Shane Oliver unveils the nine most important things he is learned. He says there is always a cycle, the crowd gets it wrong at extremes, what you pay for an investment matters a lot, markets don’t learn, and you need to know yourself to be a good investor.
27 June 2024 5 min read

Why aren’t there more Warren Buffets?

Warren Buffett is widely regarded as the most successful investor ever. Rather than keep his secret sauce hidden, he's shared his knowledge for decades, so why aren't more investors able to replicate his methods and success?
21 June 2024 3 min read

The catalyst for a LICs rebound

Ophir Asset Management says the discounts on listed investment vehicles are at historically wide levels, and while there are lots of reasons given, including size and liquidity, there's a better explanation for the discounts, and why a rebound may be near.
20 June 2024 3 min read

Four ways to determine your international equities allocation

VanEck’s Cameron McCormack says since there's been a surge of interest in overseas equities as the Australian market lags, now may be the time to explore various approaches to determine the best allocation of international equities within a long-term investment portfolio.
13 June 2024 4 min read

The health care breakthrough that’s not an obesity drug

Capital Group Australia’s Matt Reynolds says we are living in a golden age for innovation in health care, and it's not just confined to obesity wonder drugs. For instance, scientists are manipulating human DNA to find new ways to treat a wide range of diseases.
07 June 2024 3 min read

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven't heard of it, and the company seems to prefer it that way.
07 June 2024 4 min read

Protecting retirement income from inflation shocks

As investors continue to navigate a volatile market and geopolitical landscape, Aaron Minney from Challenger Limited says 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.
23 May 2024 4 min read

Small caps v large caps: Don’t be penny wise but pound foolish

Ophir Asset Management looks at the next the catalyst for smalls caps to start outperforming their larger counterparts, and it isn’t cheap relative valuation.
16 May 2024 4 min read

Who gets the gold stars this bank reporting season?

The recent bank reporting season saw all the major banks report solid results, large share buybacks, and very low bad debts. Atlas Funds Management’s Hugh Dive looks at the main themes from the results, and the winners and losers.
16 May 2024 4 min read

Markets are about to get a whole lot harder

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
14 May 2024 3 min read

Why commodities deserve a place in portfolios

2024 looks set to be another year of reflation and geopolitical uncertainty - with the latter significantly raising the tail risk of a return to problematic inflation, creating what Neuberger Berman calls a a supportive backdrop for commodities.
10 May 2024 3 min read

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