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Graham Hand

ASX’s managed fund service is threat to platforms but assists SMSFs

The ASX is almost ready to launch its managed fund service 'mFunds' which will enable investors to invest in and redeem managed funds directly. It may take a while to play out but there are many potential winners and losers.

Who said these famous quotations?

Some of our best investing insights come from a few words issued by the most famous people in financial markets (or elsewhere). Do you know who said these gems?

APRA releases final BASEL III liquidity reforms

* A big moment for anyone involved in managing the liquidity of Australian banks. APRA has released its final position on implementation of the main elements of the Basel III liquidity reforms for ADIs.

Highlights of Cuffelinks 2013

In our final edition for 2013, we take a look at our most popular articles among the 400 posts to our website since we commenced on 8 February 2013. Some of these articles have received 10,000 pageviews. Or check our Content Lists or search for other articles. Happy Christmas reading!

Financial System Inquiry

* The final Terms of Reference of the Financial System Inquiry, plus members of the Panel, have been announced. It will be a busy 2014.

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Retirement

The retirement account that Australia should have

Our retirement system asks one account to do two very different jobs. A dedicated "rainy day" account separating income from emergency savings could deliver better outcomes and greater peace of mind for retirees.

Investing

What the US midterm results mean for investors

Democrats have regained control of Congress, changing the equation in Washington. Whether that proves positive for investors will depend less on the result itself and more on what happens next for growth and markets.

Taxation

Should the capital gains tax reward risk?

A reader query on the recent CGT reforms has revealed a bigger issue. One overlooked feature of the old system may have done more than compensate for inflation. As we move to indexation, are we forgetting to reward risk?

Investment strategies

Bonds: The income and diversification trade-off

Rising yields have made bonds attractive again, but that does not mean they will behave as expected. As inflation, fiscal pressures and geopolitical risks reshape markets, the role of bonds may be more complicated than it appears.

Investment strategies

Why high-dividend investing deserves another look

Income investors have endured several lean years, but signs of a recovery are emerging. As opportunities improve, investors face an important choice between chasing headline yields and building a reliable source of income.

Investment strategies

Why 'overvalued' has been such an expensive word

Investors love simple rules, especially when markets appear stretched. Yet some of the strongest returns have arrived when the outlook seemed least attractive. This leaves an important question that history struggles to answer.

Investment strategies

AI – A good kind of bubble or just a bubble?

Investor obsession with AI is attracting unprecedented amounts of capital and confidence. But beneath the excitement lies uncertainties about returns, funding and risks that enthusiasts may not be paying enough attention to.

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