24 August 2025

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Which generation had it toughest?100 Aussies: seven charts on who earns, pays, and owns The best way to get rich and retire early Maybe it’s time to consider taxing the family home A perfect storm for housing affordability in Australia

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Edition: 206

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Edition 206

16 June 2017

Both Warren Buffett and Howard Marks dislike equating volatility with risk, although this is the most common definition of risk used in asset management. The lack of volatility (prior to last week) in the prices of the big 'FAAMG' stocks (Facebook, Apple, Amazon, Microsoft (or Netflix) and Alphabet, parent of Google) illustrates the problem. These stocks have risen to lofty valuations which have driven 40% of the gains in the broad S&P500 year-to-date.

10 cognitive biases that can lead to investment mistakes (part 1)

Hamish Douglass
15 June 2017
7

Knowing about psychological barriers to good investment performance can help to understand and minimise mistakes. Consider how often a cognitive bias has led to a poor investment.

Bank collapse wakes up hybrids, but is subordinated better?

Justin McCarthy, Ryan Poth
15 June 2017
9

Investors received a wake-up call to the potential risks of hybrid and subordinated securities following the collapse of Banco Popular Espanol, and the price falls in Australian hybrids shows the market took notice.

The value of Adviser's Alpha explained

Robin Bowerman
15 June 2017
1

The main benefit a financial adviser can give clients is not in stock picking or selecting an outperforming manager, but acting as a wealth coach and helping to control emotions.

Banks and bankers: why do we shoot the messengers?

Graham Hand
15 June 2017
8

Despite the commonly held views that Australians hate banks, market research shows the vast majority are satisfied with their bank. Same with super funds. What about bank managers and financial advisers?

How to define spending goals in retirement

Jeff Rogers
15 June 2017
2

A retirement financial plan must consider longevity, health and liabilities, making it far more complicated than the simpler investment strategy in the accumulation phase.

3 implications of retail disruption for emerging markets

James Syme
15 June 2017

Most investors think of online disruption in terms of the developed world and Silicon Valley, but there are important implications for listed companies in emerging markets.

Is it time to review your super pension?

Alex Denham
15 June 2017

If the sum of a couple’s pension balances is over $1.6 million and a spouse dies, what can the survivor do to keep the assets in the superannuation environment?

Timing on transfer balance cap and CGT relief

Mark Ellem
15 June 2017

A point by point final reminder of actions needed before 30 June on large pension balances, plus good news about the timing to claim CGT relief to reset the cost base to market values.

Congratulations to Chris on his Queen's Birthday Honours Award

Graham Hand
12 June 2017
10

Congratulations to Chris Cuffe, awarded an Officer of the Order of Australia for "distinguished service to the community as an advocate for philanthropy, as a supporter of improved financial efficiencies in charitable organisation and to the funds management industry”. Plus, of course, financial education through Cuffelinks.

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Most viewed in recent weeks

Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.

Mark McCrindle
6 August 2025

100 Aussies: seven charts on who earns, pays, and owns

The Labor government is talking up tax reform to lift Australia’s ailing economic growth. Before any changes are made, it’s important to know who pays tax, who owns assets, and how much people have in their super for retirement.

James Gruber
23 July 2025

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

James Gruber
6 August 2025

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

Peter Siminski, Roger Wilkins
20 August 2025

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Cameron Kusher
6 August 2025

Chinese steel - building a Sydney Harbour Bridge every 10 minutes

China's steel production, equivalent to building one Sydney Harbour Bridge every 10 minutes, has driven Australia's economic growth. With China's slowdown, what does this mean for Australia's economy and investments?

Ashley Owen
30 July 2025

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