By Peter Zeihan, on behalf of Firstlinks March 2022 Think the Europeans will need to get by without Russian crude? You are 100% correct. But you are not thinking anywhere near big enough. Most of Russia’s oil fields are both old and extraordinarily remote from Russia’s customers. Fields in the North Caucasus are either tapped out…
By Chris Bedingfield, on behalf of Firstlinks February 2022 According to CoreLogic, Australian house prices increased +22.1% in 2021, led by Australia’s largest city of Sydney (+25.3%). There are a few culprits behind this stellar performance, including record low interest rates, healthy household balance sheets and a desire to re-invest in the home as some workers…
By Amy C. Arnott, on behalf of Firstlinks October 2021 Why would investors earn less than the funds they invest in? It all comes down to timing. Our ‘2021 Mind the Gap‘ study of dollar-weighted returns finds investors earned about 7.7% per year on the average dollar they invested in equity funds over the 10 years…
By Jordan Eliseo, on behalf of Firstlinks September 2021 Gold prices have been in a corrective pattern for the past 12 months, having fallen by approximately 12% in US dollar terms since hitting all-time highs in August last year. This pullback was not unexpected given how fast gold had run up in recent times, with the…
Tony Edwards provides an investment market update following the end of the current 2021 Reporting Season.
August 2021 Chief Investment Officer, Tony Edwards provides an update on asset class performance over the 20/21 Financial year, and a market outlook for the coming year.
By Graham Hand. on behalf of Firstlinks July 2021 David Foster Wallace was a brilliant American writer and satirist. In a commencement speech to Kenyon College graduates in 2005, he gave a parable about the difficulties of daily life: There are these two young fish swimming along, and they happen to meet an older fish…
By Stephen Miller. on behalf of Firstlinks June 2021 Inflation is the topic du jour in global financial markets. The parameters of the debate appear to be focussed on the likelihood of some persistent inflation, and potential financial stability concerns, in the absence of a timely withdrawal of the historically high levels of monetary accommodation…
If you are thinking about making a last-minute superannuation contribution to give you a bigger deduction and tax saving this financial year, then you’d better snap to it as time is running out.
February 2021 Chief Investment Officer, Tony Edwards provides an investment market update following the most recent Australian company reporting season.
