Thursday, November 21, 2024

  • Firstlinks

Firstlinks

Looking for insightful and thought-provoking financial commentary? Look no further than Ashley Owen’s work on Firstlinks.

Ashley Owen, was formerly the Chief Investment Officer at advisory firm Stanford Brown and The Lunar Group, he regularly contributes to Firstlinks, providing readers with a wealth of knowledge and understanding. His articles cover a wide range of topics, from the impact of inflation to the performance of portfolios, and even the effects of new tax laws.

His recent piece, "Even Warren Buffett lost his edge 20 years ago"3, is a must-read, offering a unique perspective on the trajectory of fund managers’ performance over time.

Whether you’re a seasoned investor or just starting out, Ashley’s work is sure to provide valuable insights. Don’t miss out on his latest articles!

For 100+ articles by Ashley published on Firstlinks - visit the Firstlinks site here.

 

1-3 out of 3 results.
Firstlinks
The BIG picture portfolios perform for the passive and patient

It's important to look beyond the short-term volatility caused by military events, inflation, rate hikes, and other daily dramas. Here's how simple, diversified, long term portfolios continue to deliver healthy returns. 

Ashley Owen Dec 13, 2023
Firstlinks
The ASX's 16-year drought: a rebuttal

The All-Ordinaries index hit a peak of 6,853 on 1 November 2007, but it is barely above that 16 years later. Why? 

Ashley Owen Nov 22, 2023
Firstlinks
Even Warren Buffett lost his edge 20 years ago

The world's best investor, Warren Buffett, has suffered from the same disease that plagues every other successful fund manager in the world - fading out-performance over time. My analysis here is not covered in any of the books or articles on Buffett that I have seen.

Ashley Owen Sep 27, 2023

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

“Over the past 20 years, Ashley has been an invaluable assistance to me, as a reliable source of unbelievably strong and interesting data, and many good investment ideas.”

"The depth and quality of Ashley’s research and analysis of investment markets is the best in the business.”

Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

“Ashley has an encyclopaedic knowledge of the markets – I call him Mr Google!”

Noel Whittaker, AM – Australia’s best-known personal finance writer, columnist, and media commentator for the past three decades. He has written more than 20 books on personal finance, his columns appear in almost every major Australian newspaper, and he appears regularly on radio and TV as an expert on finance and investing. Noel Whittaker AM

 

“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

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  • ashley.owen@owenanalytics.com.au

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.