Register to receive our free weekly newsletter including editorials.
Thursday, 23 January 2020
Recently trending 20 great ways the government helps retireesHow do your financial priorities stack up with our pyramid?Sweet spot helping bull market rampageWhy good investing is like a healthy dietInterview Series eBook, investing insights from global experts
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
Vishal Teckchandani, Content Editor, nabtrade: "Exceptional investment literature of the highest possible quality."
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
Climate change campaigns have dominated world news in the last week, but they should not include universal antagonism towards mining. We need resources to build renewables, with one exception.
All our ethics are different. How does an 'ethical' fund manager address the inevitable conflicts of competing priorities, and are there any clues for everybody in dealing with their own ethical dilemmas?
More investors than ever are expecting fund managers to allow for Environmental, Social and Governance (ESG) issues, but what are the major factors for 2019?
The definition of capitalism needs modernising, including how a company treats its personnel and customers. Socially responsible companies significantly outperform the averages in job creation and ROE.
Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns.
Research suggests a strong trend toward responsible and ethical investing. Valuation effects of disclosure in NZ recently were dramatic, and Australian financial institutions should take heed.
Most Australians, especially millennials, expect their super funds to actively target ethical investing. The repercussions for prices and portfolio construction cannot be ignored.
Investing responsibly or ethically does not mean forsaking returns, and there are now many ways to gain exposure to shares which back an investor's personal preferences.
There is gathering evidence that socially responsible investing (SRI) is not just about doing the right thing, but it does not detract from returns and investors who focus on it are likely to be rewarded.
General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.
ESG investing is becoming more of a mainstream consideration for investors. Asset managers are facing the challenge of having to meet clients' non-material requirements as well as their long-term financial goals.
There is a remarkable range of 'ethical' ETFs on the global stage, but all is not what it seems when the covers are pulled down.
This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.
Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last.
The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support.
It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.
30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020.
Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.