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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

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

5 charts every retiree must see…

Retirement can be daunting for Australians facing financial uncertainty. Understand your goals, longevity challenges, inflation impacts, market risks, and components of retirement income with these crucial charts.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Super crosses the retirement Rubicon

Australia's superannuation system faces a 'Rubicon' moment, a turning point where the focus is shifting from accumulation phase to retirement readiness, but unfortunately, many funds are not rising to the challenge.

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