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Embracing the bright side of population decline

Firstlinks | April 4, 2022

Population decline is something of a hot topic at the moment, and it’s not difficult to see why. Over the last few years, a growing body of research has shown that global population growth is slowing down and will likely drop into negative territory within the next few decades. A University of Washington study published…

What do you expect from your portfolio today?

Firstlinks | October 6, 2021

One of the big challenges we see for investors today is the disconnect between the investment returns that have been realised over the past few years, and the likely investment returns that await us in the years ahead. At face value this disconnect is easily understood. Recent history has been spectacularly good for most asset…

Will a global housing ‘bubble’ finally force central bankers’ hands?

Livewire | September 8, 2021

House prices have been one of the unexpected beneficiaries of the pandemic. Lockdowns and the working-from-home revolution have spurred demand for more space, a larger garden, or a more suburban location. This greater appreciation for a better home environment has also manifested itself in a surge in demand for home improvement goods and services, as…

Baby bust: Will infertility shape Australia’s future?

Livewire | June 22, 2021

Let’s talk about the 1%. No, not that 1%. Not “the top 1%” wealthiest people, a phrase popularised by the Occupy Wall Street Movement. I mean a different 1%. The world is heading for a baby bust, and it has a lot to do with the 1% – the nearly 1% drop in the global…

Silently taxing savers: Will inflation be the solution to today’s wartime levels of debt?

Uncategorized | May 4, 2021

To say that government debt levels are high is nothing new. Even before Covid-19 hit, despite years of austerity, debt levels were already extremely elevated. But after the fiscal damage of Covid-19, debt as a percentage of GDP has now reached extraordinary levels that, when viewed from a long-term historical perspective, are jaw-dropping. Take the…

Your company needs you: why companies need engaged shareholders

Firstlinks | December 20, 2020

‘A lot of people die fighting tyranny. The least I can do is vote against it’. Carl Icahn. Capital markets have been wonderful inventions. Freed from self-interest and patronage, they allow Adam Smith’s ‘invisible hand’ to unemotionally allocate scarce capital around the economy – investing where it will be most productively used. Society as a…

Brexit: nothing focuses the mind like a deadline

Livewire | October 3, 2020

Be careful what you wish for. There was a time when most Brits would have given anything to have something other than Brexit dominate the news. For several years, in both the run-up to the referendum in 2016 and its aftermath, it felt to many like no other subject got a look in. Nobody would…

Avoiding the Generation Blame Game

Firstlinks | July 30, 2020

“OK boomer” You probably recognise the phrase. Among some Millennials, Generation Zers and maybe even Gen Alphas, it’s the verbal equivalent of an eye-roll. A way for young people to breezily dismiss the attitudes and opinions of Baby Boomers who they disagree with (or with whom they disagree, depending on the generation reading this article)….

Debt in a time of crisis

Firstlinks | May 22, 2020

The ability of countries to support their economies today turns on fiscal practices that were set well before this crisis. Even before the arrival of Covid-19, there were few topics as polarising in politics and economics as the size and rectitude of government debt levels around the world. In the face of the ‘once in…

The age of artificial returns

Cuffelinks | February 3, 2020

January 2020 – twelve years after the start of financial crisis – marked an important milestone for Australian investors. The ASX 200 index finally crossed 6749, and in the process, passed its previous peak set in October 2007. It may have taken more than a decade, but Australia’s largest listed companies had finally recovered all…

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