



Welcome to Firstlinks Edition 649

Topaz Inflation Portfolio: Your Questions Answered

Is there a better way to reform the CGT discount?

It’s okay if house prices drop

Investment bonds for intergenerational wealth transfer

Why switching to income may make sense in 2026

Retiring Schroders boss on lessons he’s learned, industry changes, and the market outlook

How US midterm elections affect the markets

Does increasing geopolitical risk lead to higher equity market returns?

Meet Milly

Welcome to Firstlinks Edition 648 with weekend update

Gold’s changing role in portfolios: and what investors should do next

3 ways to fix Australia’s affordability crisis

The Division 296 tax is still a quasi-wealth tax

Is it really ‘your’ super fund?

Inflation is the biggest destroyer of wealth

Picking the next sector winner

What investors should expect when investing in infrastructure: yield

Valuing AI: Extreme bubble, new golden era, or both

Private school fees or a home deposit?

Welcome to Firstlinks Edition 647 with weekend update

Making sense of record high markets as the world catches fire

Australia’s generous housing subsidies face mounting political risk

Finding yield on the ASX

Digging for value among ASX miners

It’s economic reality, not fear-based momentum, driving gold higher

Asia in 2026: Riding AI, reform and a shifting global order

Investors beware: Bull markets don’t last forever

Welcome to Firstlinks Edition 646 with weekend update

Stockspot Super Performance: December 2025

Best performing super funds in Australia in 2025

What is a defensive asset?

Ray Dalio on 2025’s real story, Trump, and what’s next

No, Division 296 does not tax franking credits twice

Who will get left holding the banks?

AI economic scenarios: revolutionary growth, or recessionary bubble?

The long-term case for compounders

AREITs are not as passive as you may think

Australia’s quiet dairy boom — and the investment opportunity

Meet Vicki
