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Category: Economy

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The death of value investing in a low growth world

For value investing to remain a rational strategy, mean reversion must hold true, which requires supportive economic conditions. But historical ranges are not relevant to companies losing market share.

From popular to unthinkable: do political outcomes impact investments?

Political outcomes are challenging to predict. Instead, we need to focus on the investment implications of a variety of policy outcomes. A long term perspective is where valuation intersects with fundamentals.

Recession and why timing markets doesn't pay

Inevitably, with each new development in this cycle, investors as what they can do to prepare for a recession. Our answer: revisit asset allocation, diversify, and review active risks in your portfolio.

Which political party is best for share prices?

Total returns from the local stock market have averaged 10.5% per year since Federation, with 12% p.a. under right-leaning governments and 8% p.a. under left-leaning governments. But it's mainly luck.

Why Budget infrastructure spending matters

Both the Government and Labor have made impressive commitments to infrastructure, but it focusses heavily on roads and rail. Australia's economic potential depends on more essential services.

Budget: Permanent promises, temporary revenues

It's an election budget with money to spend, driven by income and company taxes. It again relies on China, so as the economy and global growth stalls, the long-term revenues are doubtful with spending locked in.

Superannuation and retirement policies

In the 2019/2020 Federal Budget, the Government made few changes to superannuation rules to assist retirement planning.

Budget 2019: more news, views and videos

In our Federal Budget 2019/20 coverage, we present summaries and analyses of the Budget from Cuffelinks' sponsors, including newsletters and videos, plus a summary of Labor's overall strategy.

Commodity prices rescue 2019 Budget

The Budget surplus in the 2018-19 year is mainly due to fortuitous tax revenue gains from the mining boom. In the past five years, government spending has risen by an incredible 21%.

Who receives the Energy Assistance Payment?

A one-off payment to assist with rising energy bills will be paid to almost four million Australians before the end of the 2018-2019 financial year (assuming legislation passes), but who qualifies?

Super wishlist: what the industry hoped for

Sections of the superannuation industry presented a wishlist to Government for the 2019 Budget. How many changes made it into Josh Frydenberg's document? None of the significant ones.

Review: Howard Marks on the market cycle

Howard Marks distills a lifetime of investing into his new book, and perhaps as a sign that he has really mastered the market cycle, he has just sold a majority stake in Oaktree to Brookfield.

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Retirees facing steep increases for basic items

ASFA has updated its tables on how much money is needed for a 'comfortable' or 'modest' lifestyle in retirement, but there are some prices rising well ahead of inflation.

Adele Ferguson on ‘Banking Bad’ and weaving magic

The journalist most responsible for the calling of the Royal Commission takes care not to be roped in by everyone with a complaint to push. It takes experienced judgement to gather the right information.

Let’s stop calling them ‘bond proxies’

With cash and term deposit rates at all-time lows, and fixed interest bonds not much better, investors are looking for ‘bond proxies’ to deliver more income. But is ‘proxy’ a misnomer, and what are they anyway?

Six warning bells against property spruikers

Property spruikers use common techniques, and con men will increasingly target older people who feel they do not have enough financial independence for their retirement years.

Helping your children build their super

It has become more difficult to build large superannuation balances with contribution caps and more people paying off home loans for longer. How can wealthy parents help their adult children?

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