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Edition 181

  • 11 November 2016

In a departure from our usual newsletter format, Cuffelinks reports on the first Sohn Hearts & Minds Investment Leaders Conference held in Sydney. A similar event in New York has established itself over 20 years as the best investment conference in the world. The Ira Sohn investment charity event honours a Wall Street professional who lost his life to cancer at age 29.

Best ideas from David Prescott, Peter Cooper, Madeleine Beaumont, Patrick Hodgens

Highlights from Lanyon Asset Management, Cooper Investors, BlackRock Asset Management and Macquarie Investment Management.

Best ideas from John Pearce, Leah Zell, Kerr Neilson, Geoff Wilson

Highlights from UniSuper, Lizard Investors, Platinum Asset Management, and Wilson Asset Management.

Best ideas from Alex Waislitz, Hamish Douglass, Anthony Aboud

Highlights from Thorney Investment Group, Magellan Financial Group and Perpetual.

Insights from legendary fund manager, Howard Marks

Highlights from Howard Marks of Oaktree, on Donald Trump, investment timing, efficient markets and how he makes money.

Keating: is technology capitalism's creator or destroyer?

The Hon. Paul Keating gave the Sohn Hearts & Minds Investment Leaders Conference his usual global view with a picture of the future.

Select your favourite investment ideas

Cuffelinks readers can provide feedback on the investments they think will perform best over the measurement period to 31 August 2017.

Investment implications of Trump presidency

President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here's a quick look at some implications.

Most viewed in recent weeks

Check eligibility for the Commonwealth Seniors Health Card

Eligibility for the Commonwealth Seniors Health Card has no asset test and a relatively high income test. It's worth checking eligibility and the benefits of qualifying to save on the cost of medications.

Start the year right with the 2022 Retiree Checklist

This is our annual checklist of what retirees need to be aware of in 2022. It is a long list of 25 items and not everything will apply to your situation. Run your eye over the benefits and entitlements.

At 98-years-old, Charlie Munger still delivers the one-liners

The Warren Buffett/Charlie Munger partnership is the stuff of legends, but even Charlie admits it is coming to an end ("I'm nearly dead"). He is one of the few people in investing prepared to say what he thinks.

Should I pay off the mortgage or top up my superannuation?

Depending on personal circumstances, it may be time to rethink the bias to paying down housing debt over wealth accumulation in super. Do the sums and ask these four questions to plan for your future.

Part 2: Hamish Douglass on not swinging for the fences

Markets don't seem normal, but Magellan is criticised for its caution. Higher interest rates to control inflation could create a recession and some of today's investing will turn out a mass delusion of modern history.

10 big investment themes to watch in 2022

Are markets on a road to recovery or a path of potholes? Leading portfolio managers were asked for the theme that most excites or worries them in the year ahead, and what they will especially watch for.



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