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3 April 2026
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Highlights from Howard Marks of Oaktree, on Donald Trump, investment timing, efficient markets and how he makes money.
The Hon. Paul Keating gave the Sohn Hearts & Minds Investment Leaders Conference his usual global view with a picture of the future.
Cuffelinks readers can provide feedback on the investments they think will perform best over the measurement period to 31 August 2017.
Super funds have Chief Investment Officers charged with optimising investment returns, but should they also appoint a Chief Retirement Income Officer (CRIO) to achieve the best retirement outcomes?
It's a home-grown Australian success story, managing far more for foreign institutions than local, but it took a long time to gain traction while laying the foundations for the massive inflows that were to come.
Buying off-the-plan introduces uncertainties on completion and quality, and owners endure the delights, delays and dilemmas of buying a promise ... and a dream. Follow the blog to see if it's worth the journey.
Stay on top of the latest changes to superannuation rates and thresholds for 2026, including increases to transfer balance cap, concessional contributions cap, and non-concessional contributions cap.
In a shift away from solely targeting low inflation, central banks are considering raising inflation targets to combat economic challenges, but face potential drawbacks and conflicts in policy implementation.
The perceived underperformance of LICs compared to ETFs is due to existing comparison data excluding crucial information, highlighting the need for proper assessment and transparent reporting.
New research shows smarter portfolio construction—not new factors—is the real edge in the hunt for alpha. However, finding it requires a fundamentally different mindset.
Many 'diversified' portfolios are increasingly driven by the same narrow set of forces. As concentration builds beneath the surface, understanding how portfolios behave - not just how they’re constructed - is critical for investors.
Rising oil prices and inflation pushed Australian yields higher. Markets expect further tightening, but weaker growth may reverse rates. Locking income and maintaining duration is a sound strategy for widening credit spreads.
Investors often focus on front-of-mind risks, reacting to each headline event without considering long-term impacts. Cass Sunstein and Timur Kuran define this as an "availability cascade," affecting financial decision-making.