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LISTED INVESTMENTS 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
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
Managing finances after the death of a spouse - Firstlinks newsletter
Markets
Managing finances after the death of a spouse - Firstlinks newsletter
+ Stop the mistakes; Longevity variance; Who is Stephen Jones? Exciting media; Vulnerable in 2022; DDO hybrids; Rebalancing; Colossal waste of time.
Graham Hand | 24 February 2022
The traits of a professional stock picker - Firstlinks newsletter
Markets
The traits of a professional stock picker - Firstlinks newsletter
+ LIC Holy Grail or not; House prices in 2023; Howard Marks on selling; Why hold cash? Stocks at 12m lows; SMSF competitive with instos; Agent...
Graham Hand | 17 February 2022
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
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
2021: A good year for investors (all things considered) - Firstlinks newsletter
Markets
2021: A good year for investors (all things considered) - Firstlinks newsletter
+ When I'm 64 but has investing changed? Hamish Douglass Part 2; Christmas Grinches; Get the Health Card; Precarious predictions; REITs; Fixed income.
Graham Hand | 23 December 2021
Searching for investments to last a lifetime - Firstlinks newsletter
Markets
Searching for investments to last a lifetime - Firstlinks newsletter
+ 20 punches for the long term; Retirement good news; Small stocks with big futures; 5 biotech trends; Gold and inflation; Three pillars; Banks...
Graham Hand | 09 December 2021