Saturday, 18 September 2021

Recently trending

Unexpected results in our retirement income survey Three all-time best tables for every adviser and investor The looming excess of housing and why prices will fall Five stocks that have worked well in our portfolios 10 reasons wealthy homeowners shouldn't receive welfare

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Vishal Teckchandani, Content Editor, nabtrade: "Exceptional investment literature of the highest possible quality."

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Home / 320

Edition: 320

1-8 out of 8 results.

Alex Vynokur on how ETFs disrupted investing

Graham Hand
20 August 2019
6

ETFs are doing to funds management what Spotify did to music. All investors and product providers need to adapt. Active managers can no longer justify index hugging at active fees.

Six market themes for the next five years

Jeremy Podger
20 August 2019
1

Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.

Risk and reward in three high-income investments

Vivek Bommi
20 August 2019
1

As term deposits no longer satisfy the need for income, more investors are turning to alternative sources. Here's a check on where three types of fixed income sit in the company funding structure.

How to be a human be-ing, not a human do-ing

Julian Morrison
20 August 2019
3

Learn to make better decisions. We are human be-ings not human do-ings. We don’t always need to be active and switching investments often means selling and buying at exactly the wrong time.

Should retirees spend more and worry less?

Erica Hall
20 August 2019
9

When more than half of retired Australians restrict their spending to less than the age pension and fear running out of money more than death itself, they may be denying a better lifestyle for themselves.

Why Grattan’s got it wrong on super

David Knox
20 August 2019
4

The retirement review must consider the wide range of circumstances facing retirees. We cannot assume that everyone is a home owner, is single, will retire at the pension age and will live to 92.

Off target: Mercer misses the mark on our retirement modelling

Brendan Coates
20 August 2019

Grattan has released a response to the above Mercer critique, with this short summary of their position and the longer paper attached. The coming retirement review will need to cope with such diversity of opinions.

Welcome to Firstlinks Edition 320

19 August 2019
5

Most of you have never used a bond price calculator. It may sound boring but inputting a few yields into this simple calculator is highly instructive. It shows why bond funds have delivered strong returns in the last year and the possible impact of a reversal if rates rise. Let's check some prices based on the longest Australian Government bond listed.

Firstlinks is sponsored by:

Most viewed in recent weeks

Unexpected results in our retirement income survey

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.

Graham Hand
11 August 2021

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

Romano Sala Tenna
18 August 2021

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Tim Toohey
1 September 2021

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Anthony Aboud
25 August 2021

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Graham Hand
15 September 2021

Six COVID opportunist stocks prospering in adversity

Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.

Ned Bell
11 August 2021

Alliances

Site Map

About Firstlinks

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

Website Development by Master Publisher.