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Graham Hand

Sir Michael Hintze: to whom much is given, much is expected

There is a potential trading opportunity in every major event, natural or man-made. But whatever you do, it's important to make a positive difference with your life, according to this Australian legend of the hedge fund industry.

Hedge funds no systemic risk to financial system

* ASIC has determined that "Australian hedge funds do not currently pose a systemic risk to the Australian financial system."

Bloomberg Magazine's third annual 50 Most Influential list

* They shape economies, move markets, do deals and change the world. They're Bloomberg's 50 Most Influential people in the world.

Cuffelinks on SMSFs and property featured in Weekend Business in Sydney Morning Herald, 31 August 20

The Sydney Morning Herald reports from the Cuffelinks article on SMSFs and property spruikers, highlighting some of the risks of a small SMSF taking on large amounts of debt, and becoming unable to meet its obligations. The full Cuffelinks article appears below.

Incredible history of football transfers

* Chart on incredible history of football transfer fees, with Gareth Bale going to Real Madrid for US$144 million. That's a lot of goals.

Latest Updates

Taxation

3 ways to defuse intergenerational anger

With the upcoming budget increasingly likely to include bold proposals to alter the tax code I’ve outlined three incremental steps with fewer unintended consequences.

Economy

Why an extended US-Iran war will punish mortgage holders

The impact of the Iran War is far more than expensive petrol. Higher oil prices have secondary inflationary impacts that reverberate throughout the economy which could be bad news for Australians with mortgages.

Infrastructure

Don’t forget the yield

Global Listed Infrastructure dividends are forecast to grow 5-6% p.a over the next two years. After a hiatus, share buybacks are back on the agenda and will play an integral role in shareholder returns.

Iran war hands politicians free ticket to blame oil prices for inflation

Past oil shocks offer lessons for investors dealing with the fallout from the Iran War and the ongoing impact on inflation.

Economy

Japan 2026: A new PM heralds a new golden age?

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.

Investment strategies

Why are central banks moving from US Treasuries to gold?

Central banks now hold more gold reserves than US Treasuries, signalling a shift in safe-haven asset strategy and portfolio diversification as geopolitical risks increase.

Strategy

Has global human wellbeing peaked? What the data reveals

Historically economic progress is measured by GDP growth but there is an increasing body of work that explores quantitative measures of wellbeing.

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