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Home / Author: Chris Cuffe

Chris Cuffe

Don't be misled by investment classifications

Investment terms such as 'defensive', 'growth' and 'risk' are used heavily by professionals and retail investors alike, but these words can be misleading as they depend on the context and investors' goals.

My 10 biggest investment management lessons

Every experienced investor develops a set of beliefs about how markets operate, and finds the proof points to defend those views. Managing the Third Link Growth Fund has taught Chris some unconventional lessons.

Last minute tax deductions in a public ancillary fund

Although the end of the financial year is near, there is still time to establish a tax deduction in a sub-fund within a public ancillary fund – a simple philanthropic structure that allows a planned approach to charitable giving.

Planning to make your money live forever

Most people do not spend enough time thinking about achieving the best outcomes from their estate. Here's a novel idea: set up a trust to look after the medical and education needs of all your descendants. Forever.

Why we can’t resist tactical asset allocation

A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

Just when my portfolio was set for the long term …

Investment is more art than science, and even an investor who prefers a 'buy and hold' long term strategy will need to adjust the portfolio. When you think your portfolio is finally set, something will happen to test your resolve.

Latest Updates

Taxation

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

Property

It's okay if house prices drop

The assumption that falling house prices are electorally fatal has shaped policy for decades. Evidence from upzoning suggests affordability can improve without reducing overall housing wealth.

Investment strategies

Investment bonds for intergenerational wealth transfer

Investment bonds can be a versatile and a tax-effective option for building wealth for longer-term investment goals. They can also be used as an estate planning tool, enabling the smooth transfer of wealth to younger generations.

Investment strategies

Why switching to income may make sense in 2026

Investors are jumpy as valuations continue to rise and income investing may provide a respite. In a challenging market for income investing AML offers their top picks.

Interviews

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

CEO Simon Doyle is retiring after 38 years in the finance industry. In an interview with James Gruber, he shares the three main lessons he’s learned, and where he sees opportunities and risks in markets today.

Investment strategies

How US midterm elections affect the markets

Investors may overlook the US midterms amid global events, but they could still impact markets. History shows markets react during midterm years, with increased volatility and lower returns. Will this year be any different?

Investing

Does increasing geopolitical risk lead to higher equity market returns?

Increasing geopolitical tensions has investors on edge but one study shows evidence of a war premium for equity markets.

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