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Edition: 293

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Cuffelinks Newsletter Edition 293

  • 15 February 2019

Henry versus Hayne, franking credits made easy, RC survey and podcast, Marks on volatility, 10 ESG factors, 5G wins and losses, populism, 2019 v 2018 mix.

Ken forgot it was Kenneth’s stage

Ken Henry deserves to be remembered for a remarkable contribution to Australia including the GFC rescue package, not for a few hours of misjudgement at the Royal Commission, being true to form.

4 lessons from Marks on protecting capital

Company valuations will react differently to market conditions, and a stock priced for rapid growth in earnings may be most vulnerable during a market shock or downturn. Lessons are drawn from Howard Marks.

5G is coming: who wins and who loses?

The introduction of 5G will deliver more data faster, but the major impact is likely to be pushed into 2020 and beyond. As with all new tech, there will be winners and losers.

How is 2019 different from 2018?

The rise in bond rates in the US in 2018 has tilted investment opportunities away from the easy choice of collecting higher dividends on shares, and now, greater prudence is required.

Top 10 ESG issues for 2019

More investors than ever are expecting fund managers to allow for Environmental, Social and Governance (ESG) issues, but what are the major factors for 2019?

How populism heightens portfolio risk

The worldwide trend to populism loosens fiscal restraint, leading to asset price inflation and forcing investors to focus on a range of low probability but potentially material risks.

Risk vs reward: How do P2P lenders stack up?

If you’re thinking about investing in a P2P lending platform, or have already invested, it’s important to understand the relationship between risk and reward.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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