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Edition: 284

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Cuffelinks Newsletter Edition 284

  • 14 December 2018

2019 is time for caution, Evans, Oliver, Montgomery on TV, investing lessons from 40 years, 8 SMSF hints, longevity, global survey, post-retirement.

Reflections on four decades of investing

As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it's time to take risk off the table.

TV - the end of the world as we know it?

All aspects of media and broadcasting are changing, and in television, there are so many new ways to reach viewers that traditional players may be in an unavoidable death spiral.

8 hints for any SMSF in both accumulation and pension modes

The transfer balance cap has required some large SMSFs to transfer pension money back to accumulation, and the two pools must be treated carefully to maintain the full benefits from superannuation.

Global investor survey and Aussie differences

This major global survey of 17,000 investors taken in July and August 2018 showed material differences between the generations, and Australian behaviour and attitudes contrast against global investors in many ways.

7 retirement challenges need a different focus

With almost one thousand people entering retirement in Australia every day, they face different challenges to managing an investment portfolio in the accumulation stage.

Beyond financial solutions for longevity

While financial solutions to longevity are worth pursuing, it is more important to educate people on what the late-stages of life are likely to deliver, and the time to prepare is now.

Key themes likely to shape markets in 2019

The heads of investment teams in Australian equities and Australian fixed interest at a global fund manager reveal the most important opportunities and risks in their asset classes for the year ahead.

A surprise domestic growth slowdown

One of Australia's senior economists expects local cash rates to remain unchanged through 2019 and 2020, and consumer spending looks weak. By 2020, US growth may be down below 2%.

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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