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Sunday, 20 June 2021
Recently trending Super changes, the Budget and 2021 versus 2022Noel's share winners and loser plus budget reality checkGrantham interview on the coming day of reckoningWhoyagonnacall? 10 unspoken risks buying off-the-planBHP v Rio v Fortescue: it's all about the iron ore price
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Chris has many years of experience in building successful wealth management practices.
Chris Cuffe has spent four decades selecting fund managers for multi-manager portfolios, and he explains what he looks for and why active management can work, as well as updating his investment lessons.
Investing in unit trusts just before a distribution is paid may see a portion of your capital returned to you in the form of taxable income, which will be a poor outcome for your returns.
Due to its illiquidity and higher risk, private debt as an asset class will not suit all investors. But for a patient investor with a longer-term horizon, private debt funds can provide a good risk/return trade off.
Firstlinks publishes hundreds of articles a year, and Chris Cuffe has selected from the most popular, especially those shining a light on issues the wealth industry must face up to in future.
The journey began as a chat over lunch, and with the acquisition of Cuffelinks (Firstlinks) by Morningstar, the pieces are in place to take the publication to the next level.
A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.
The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.
A comprehensive review of dozens of LICs shows how they performed in the crucial 'peak to peak' of COVID. This 14 months tested the mettle and strategies of a sector often under fire, with many strong results.
Blink and it happened. If announcements in this sector were made by a producer of iron ore, gas, copper or some new tech, the news would have been splashed across the front pages. Have we witnessed a major change?
We do not agree with Treasury’s suggestion that institutional investors are overly influenced by the research provided by proxy advisors. Here's how active ownership works to serve the client's best interests.
There are many reasons why the worries about inflation are overstated and investors should protect their portfolios against falling inflation rather than rising. The economy is completely different to the 1970s.
The inflation genie is still in the bottle. While wage growth remains low and the US Fed maintains current settings, we should expect the RBA's accommodatory approach to continue.
At least 8 million tonnes of plastics leak into the ocean each year, equivalent to one garbage truck every minute. This is expected to double by 2030. Such pollution brings risks and opportunities for many companies.