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Insights

FirstLinks

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

Latest insights

Four ways to capitalise on a forgotten investing megatrend

Munro Partners says the Trump administration has not killed the multi-decade investment opportunity in decarbonisation and these four industries in particular face a step-change in demand and could reward long-term investors.
15 May 2025 4 min read

Why Europe is back on the global investor map

European equities are surging ahead of the U.S this year, driven by strong earnings, undervaluation, and fiscal stimulus. With quality founder-led firms and a strengthening Euro, here’s why Profeta Investments thinks Europe may be the next global investment hotspot.
24 April 2025 3 min read

REITs: a haven in a Trumpian world?

Equity markets have been lashed by Trump's tariff policies, yet, Resolution Capital notes REITs have outperformed. Not only are they largely unaffected by tariffs, but they offer a unique combination of growth, sound fundamentals, and value.
24 April 2025 3 min read

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here, Morningstar’s James Gruber shares his ideas to capitalise on this one, including 'overbalancing' your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas
17 April 2025 3 min read

Is it time to buy the Big Four banks?

Airlie Funds Management says the stellar run of the major ASX banks last year left many investors scratching their heads. So, after a recent share price pullback, has value emerged, or is it best to steer clear of them?
26 March 2025 3 min read

Asia deserves a closer look from investors

As part of their global exposure, Platinum Asset Management says Australian investors typically allocate most to Developed Markets equities, and a smaller portion to Emerging Markets. This looks at the latter position and whether there might be a better way.
19 March 2025 3 min read

What history reveals about market corrections and crashes

Ophir Asset Management says the S&P 500's recent correction raises concerns about a bear market, but history shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
19 March 2025 3 min read

Amid a tornado of headlines, where can investors find opportunity?

Fidelity Global Future Leaders strategies says major indices will need to defy history if they are to deliver anything like the returns of recent years. Adding, in a rapidly changing environment, investors may need to look further afield for the next winners.
12 March 2025 4 min read

Mapping future US market returns

Orbis Investments says while there have been exceptional returns from the US share market over the past decade predicting future returns requires careful consideration.
20 February 2025 2 min read

Read this before you go all in on US equities

US equities rule global markets, but history is littered with examples of markets that seemed invincible — until they weren’t. Man AHL says diversification will be key for investor portfolios going forwards.
20 February 2025 3 min read

The two best ways to maximise dividend income

Firstlinks’ James Gruber says people often marvel at Warren Buffett now getting 60 cents in annual dividends on every dollar he invested in Coca-Cola 30 years ago. But what's often overlooked are the secrets to how he achieved this phenomenal result.
13 February 2025 3 min read

What AI’s ‘Sputnik moment’ means for data centres

What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, Resolution Capital says it is worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.
06 February 2025 2 min read

The two key risks facing investors

Last year, markets were buoyed by decent economic growth and US rate cuts, even as valuations became stretched. This year, Schroders says more resilient portfolios may be needed to tackle risks from higher bond yields and market concentration.
06 February 2025 2 min read

How Netflix is staying ahead of the competition

Competition is ripe in the TV streaming business, yet Magellan Group’s Ryan Joyce says Netflix has managed to grow market share and become the dominant player. Here’s his take on how, and the opportunities it has moving forwards.
30 January 2025 3 min read

After DeepSeek, what's next for the big US tech companies?

MFS Investment Management says the shock and awe from DeepSeek was overdone. Adding it’s just part of a normal capital cycle, as big tech makes money, capital and competition follow.
30 January 2025 3 min read

Why ASX miners will handily beat banks in the long-term

After a stellar run, can banks continue their outperformance or is a rotation into miners imminent? James Gruber says there's a good case that a switch is coming, and it may last decades, not just years.
29 January 2025 3 min read

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