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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

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

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.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

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

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