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6 July 2025
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Elroy Dimson maintains the most comprehensive collection of global asset class data (from 1900) and is a leading authority on the history of financial markets. We find out how the numbers inform his own views on investing.
At age 87, Nobel Prize winner and investment legend Harry Markowitz is far from retirement, dividing his time between teaching, consulting and writing. He sat down with Cuffelinks to share his wisdom.
Part 2 of the edited transcript from the Morningstar Investment Conference Q&A session with Ian Macfarlane. He shares his thoughts on emerging markets, Australia’s banking system and property prices.
With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains.
An ANU study has found that families with at least one super balance over $3 million have average wealth exceeding $19 million - suggesting most are well placed to absorb taxes on unrealised capital gains.
SMSFs have managed to match, or even outperform, larger super funds despite adopting more conservative investment strategies. This looks at how they've done it - and the potential policy implications.
Stockland’s development chief discusses supply constraints, government initiatives and the impact of Japanese-owned homebuilders on the industry. He also talks of green shoots in a troubled property market.
As the US debt ceiling looms, the usual warnings about a potential crash in bond and equity markets have started to appear. Investors can take confidence from history but should keep an eye on two main indicators.
US mega-cap tech stocks have dominated recent returns - but is familiarity distorting judgement? Like the Monty Hall problem, investing success often comes from switching when it feels hardest to do so.
How does a strategy built around systematically buying-and-holding a basket of the market's biggest losers perform? It turns out pretty well, so why don't more investors do it?