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Insights

FirstLinks

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

Latest insights

Small caps v large caps: Don’t be penny wise but pound foolish

Ophir Asset Management looks at the next the catalyst for smalls caps to start outperforming their larger counterparts, and it isn’t cheap relative valuation.
16 May 2024 4 min read

Who gets the gold stars this bank reporting season?

The recent bank reporting season saw all the major banks report solid results, large share buybacks, and very low bad debts. Atlas Funds Management’s Hugh Dive looks at the main themes from the results, and the winners and losers.
16 May 2024 4 min read

Markets are about to get a whole lot harder

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.
14 May 2024 3 min read

Why commodities deserve a place in portfolios

2024 looks set to be another year of reflation and geopolitical uncertainty - with the latter significantly raising the tail risk of a return to problematic inflation, creating what Neuberger Berman calls a a supportive backdrop for commodities.
10 May 2024 3 min read

Board games: two hidden risks for stock pickers?

Allan Gray's Simon Mawhinney thinks two groups with huge influence over our public companies often fall short of helping shareholders.
10 May 2024 3 min read

The outlook for Nvidia, from a long-time investor

Loftus Peak’s Alex Pollak shares his take on Nvidia as the company takes the world by storm and is now the third largest stock on the planet - larger than Meta, Amazon, and Alphabet.
02 May 2024 3 min read

Small caps are compelling but not for the reasons you might think…

Why investors are beginning to pivot towards smaller companies domestically and abroad.
18 April 2024 3 min read

20 US stocks to buy and hold forever

James Gruber details his US wish list of stocks to own in the future when the price is right.
18 April 2024 5 min read

Korean corporate reform & a Japan-style market rally

Why Korean regulators are poised to incentivise better use of capital for corporates and the stocks that could benefit.
12 April 2024 4 min read

America, the world’s new energy superpower

A new geo-political paradigm keeping oil prices relatively low in the face of OPEC cuts.
12 April 2024 4 min read

Are expectations for the Magnificent Seven too high?

Shane Woldendorp from Orbis Investments asks if reality is calling.
03 April 2024 3 min read

Australia lags global dividend bonanza

Janus Henderson discusses the global equity income opportunity.
22 March 2024 7 min read

Finding single digit PE stocks in an overvalued market

Paul Moore talks opportunity outside the megacaps.
22 March 2024 5 min read

Recession surprise may be in store for the US stock market

Montaka’s Chad Padowitz discusses the downside risk for US equities
06 March 2024 5 min read

Sixteen ASX stocks to buy and hold forever

James Gruber shares a diversified portfolio of potential Australian winners
06 March 2024 11 min read

How to go global the easy way

Kongkon Gogoi discusses the opportunities in global small caps and how to access them.
04 March 2024 3 min read