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LISTED INVESTMENT COMPANY News & Analysis

Why LICs may be close to bottoming
Funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs,...
James Gruber | 03 April 2024
Two undervalued REITs report earnings
Stocks
Two undervalued REITs report earnings
These two real estate investment trusts are trading at a discount to our fair value.
Alexander Prineas | 10 February 2024
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023
The 100-year-old Australian investment company you’ve never heard of
Funds
The 100-year-old Australian investment company you’ve never heard of
While household LIC names such as Australian Foundation Investment Company and Argo Investments grab the limelight, low key is how Whitefield prefers...
James Gruber | 16 March 2023
How can the worst feature of LICs also be the best?
Funds
How can the worst feature of LICs also be the best?
Apparently, Listed Investment Companies trading at a discount to NTA are both the best and worst of worlds. Exciting opportunities or not in the best...
Graham Hand | 16 February 2022
The Fed will always rescue the stock market, right? - Firstlinks newsletter
Markets
The Fed will always rescue the stock market, right? - Firstlinks newsletter
+ Douglass closing interview; Murray's long-term buys; Inflation in commercial property and infrastructure; Family trusts; Aust future; Small cap...
Graham Hand | 10 February 2022
Reserve Bank caught off-guard - Firstlinks newsletter
Markets
Reserve Bank caught off-guard - Firstlinks newsletter
+ ETFs grow but managed funds rule; 7 keys to market fall; Lessons from Fink; Inequality bad for investors; Retirement conditions; Super carbon; CFDs.
Graham Hand | 27 January 2022
Accessibility is good, but a little bit of friction isn't always a bad thing for investors- Firstlinks newsletter
Markets
Accessibility is good, but a little bit of friction isn't always a bad thing for investors- Firstlinks newsletter
+ Check your ETFs; Montgomery 2022 stocks; Running the bull; Global leaders on '21 surprises and '22 challenges; Letting debt rip; Gold; ASX IPOs.
Graham Hand | 20 January 2022
Most popular articles of 2021 - Firstlinks newsletter
Markets
Most popular articles of 2021 - Firstlinks newsletter
+ 10 key themes for 2022 and making the most of Firstlinks.
Graham Hand | 06 January 2022
Donations and the erosion of trust in government - Firstlinks newsletter
Markets
Donations and the erosion of trust in government - Firstlinks newsletter
+ Political pain; Investing changed for many; Advice for newbies; Next generations; Where to for LICs; Bank gold stars; Westpac buyback; Rebalancing.
Graham Hand | 25 November 2021