Business and Economy > Michael West >

Welcome to Firstlinks Edition 642

Welcome to Firstlinks Edition 642

Undoubtedly, your email inboxes are full of market predictions for the year ahead. Yet, forecasting the short term is exceeding difficult. I’ve found that it often helps to zoom out and look at long-term data to guide investment decisions. A new report from Deutsche Bank, aptly titled ‘The Ultimate Guide to Long-term Investing’, can help with that. It ...
Property versus shares – a practical guide for investors

Property versus shares – a practical guide for investors

Every few weeks I get an email from somebody who’s been approached by a property promoter offering to “build them wealth” through an investment home. These people — often called property spruikers — make their money not from investment success but from the generous commissions they load into the deal. They tell the potential victim that the guaranteed ...
What if Trump is right?

What if Trump is right?

On two big trends, President Donald Trump may well be right: Nations must rebalance from aspirational wants towards foundational needs. Nations can no longer depend on global support, so they must rebuild self-reliance. Trump’s own policies have accelerated these trends and made them more visible, but the seeds of both shifts predate his presidency by ...
After a stellar 2025, can gold shine again next year?

After a stellar 2025, can gold shine again next year?

Heightened geopolitical and economic uncertainty combined with a weaker US dollar have driven investor demand for gold as investors seek hedges against volatility and inflation, creating significant price momentum in 2025. With bond markets lacklustre and equities highly concentrated, investors across all regions from West to East have been party to ...
Why airport stocks deserve a place in long-term portfolios

Why airport stocks deserve a place in long-term portfolios

Airports have seen phenomenal traffic growth as people prioritise travel and experiences in the face of cost-of-living pressures. The rate of growth in the near-term is seemingly not a demand story, but rather a question of whether airlines and aircraft manufacturers can keep pace with an insatiable demand to travel. In the medium-term we expect demand ...
What is the future of search in the age of AI?

What is the future of search in the age of AI?

For two decades, the search box has been the undisputed gateway to the internet, a frictionless tool embedded in our daily lives. But this familiar landscape is undergoing a transformational change, driven by the rapid emergence of Generative AI (GenAI). This evolution is forcing us to reconsider not just how we find information, but how the companies ...

Welcome to Firstlinks Edition 642

Welcome to Firstlinks Edition 642
Undoubtedly, your email inboxes are full of market predictions for the year ahead. Yet, forecasting the short term is exceeding difficult. I’ve found that it often helps to zoom out and look at long-term data to guide investment decisions. A new report from Deutsche Bank, aptly titled ‘The Ultimate Guide to Long-term Investing’, can help with that. It ...

Property versus shares – a practical guide for investors

Property versus shares – a practical guide for investors
Every few weeks I get an email from somebody who’s been approached by a property promoter offering to “build them wealth” through an investment home. These people — often called property spruikers — make their money not from investment success but from the generous commissions they load into the deal. They tell the potential victim that the guaranteed ...

What if Trump is right?

What if Trump is right?
On two big trends, President Donald Trump may well be right: Nations must rebalance from aspirational wants towards foundational needs. Nations can no longer depend on global support, so they must rebuild self-reliance. Trump’s own policies have accelerated these trends and made them more visible, but the seeds of both shifts predate his presidency by ...

After a stellar 2025, can gold shine again next year?

After a stellar 2025, can gold shine again next year?
Heightened geopolitical and economic uncertainty combined with a weaker US dollar have driven investor demand for gold as investors seek hedges against volatility and inflation, creating significant price momentum in 2025. With bond markets lacklustre and equities highly concentrated, investors across all regions from West to East have been party to ...

Why airport stocks deserve a place in long-term portfolios

Why airport stocks deserve a place in long-term portfolios
Airports have seen phenomenal traffic growth as people prioritise travel and experiences in the face of cost-of-living pressures. The rate of growth in the near-term is seemingly not a demand story, but rather a question of whether airlines and aircraft manufacturers can keep pace with an insatiable demand to travel. In the medium-term we expect demand ...

What is the future of search in the age of AI?

What is the future of search in the age of AI?
For two decades, the search box has been the undisputed gateway to the internet, a frictionless tool embedded in our daily lives. But this familiar landscape is undergoing a transformational change, driven by the rapid emergence of Generative AI (GenAI). This evolution is forcing us to reconsider not just how we find information, but how the companies ...