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Insights

FirstLinks

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

Latest insights

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

Small boats, big sails: unearthing small and mid-cap gems

Small and mid-cap companies aligned with long-term trends like security, climate and digital media can offer compelling growth opportunities. Here are three US stocks, picked by Munro Partners, that are set to take off in 2025.
24 January 2025 3 min read

The challenges with building a dividend portfolio

Firstlinks’ James Gruber says getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here, he details three ideas for investors wanting to build a dividend portfolio.
22 January 2025 3 min read

The case for and against US stock market exceptionalism

The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Schroder Investment Management says whichever side of the debate you sit on, you should challenge yourself by considering the alternative.
16 January 2025 3 min read

The perfect portfolio for the next decade

Firstlinks’ Jams Gruber examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
15 January 2025 4 min read

New avenues of growth make 2025 exciting for investors

Fidelity International details why investors need to be more discerning this year as headline valuations are high and the economic cycle turns. But adds, digging a little deeper, there are big opportunities in overlooked shares with strong tailwinds.
08 January 2025 4 min read

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