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Insights

FirstLinks

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

Latest insights

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

Market entry – dip your toe or jump in all at once?

Lump sum investing usually wins, but it can hurt if markets fall. Using 50 years of Australian data, Ophir Asset Management reveals when staging your entry protects you, and when it drags on returns.
14 January 2026 3 min read

Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? Firstlinks’ James Gruber says while he has addressed the issue before, it is worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
14 January 2026 3 min read

Why Elon Musk's pay packet is justified

Tesla copped criticism after its shareholders approved a package allowing Musk to earn up to $1 trillion in stock options. However, Lumenary Investment’s Lawrence Lam says the structure may be the clearest example of alignment between leadership and shareholders.
08 January 2026 2 min read

10 fearless forecasts for 2026

Will dividends outstrip growth as a source of Australian equity returns? Or will the US market performance be underwhelming? Delta Portfolios’ Tim Farrelly gives his predictions for the year ahead.
07 January 2026 3 min read

CBA or global banks?

CBA's recent pullback highlights single-stock risk. Global banks trade at lower P/Es with diversified earnings and rising dividends, which Plato Investment Management says offers Aussie investors both income potential and long-term value beyond the local market.
27 November 2025 2 min read

The ultimate investing hack: dividend growth stocks

Investors often fall prey to 'amygdala hijacks,' letting emotion trump reason. By focusing on dividend-growth with stocks instead of volatile prices, DivGro says you can steady your mindset and let compounding do the work.
27 November 2025 3 min read

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