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Edition: 279

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Cuffelinks Newsletter Edition 279

  • 9 November 2018

Hamish Douglass exclusive on shares, 4Ps of roboadvice, Tim Wilson request, gender fairness, bank scorecard, active is not index, property hits, LICs.

Trump’s fiscal stimulus threatens stocks

Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?

The 4Ps of roboadvice: persist, pivot, partner or pack up

There are at least 20 businesses in Australia operating in 'roboadvice', yet it takes large scale to make these businesses profitable. Most will not make it independently and will need to choose another path.

Why an early roboadvisor pivoted away

In Part 2 on roboadvice, we interview the CEO of a business that started out with the resources and ideas to deliver better outcomes to consumers, but decided to pivot away.

Finance industry must #befair to women

When a member told this Facebook community about her gender problems dealing with the finance industry, hundreds of women responded with similar issues. Come on, it's not the seventies.

Bank reporting season scorecard for FY18

This exclusive annual scorecard checks bank results in a difficult year, and looks ahead at the hurdles and opportunities for the sector that many Australians rely on for their income.

Identifying value for money in active management

Many active managers are closet indexers. The real cost of forcing a skilled manager into a low tracking error is the limit to the upside.

Residential exuberance usually ends in tears

An industry veteran told clients last week that demand for investment property has fallen off a cliff, and even price discounts were not shifting stock. Take great care what you buy.

Committee Chair call to Cuffelinks readers

Tim Wilson MP, Chair of the House Standing Committee on Economics inquiry into refundable franking credits, has asked Cuffelinks readers to make submissions.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

Why I'm a perma-bull on stocks

Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.

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