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6 October 2025
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Tactical asset management, infrastructure securities, building better retirement systems, how to find and invest in cheap stocks, tax ruling for divorce settlement assets and the influence of tax on financial planning.
A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?
When deciding between listed and unlisted infrastructure securities, the focus should be on the cashflows, the risks associated with those cashflows and the entry price to buy the assets.
EY's research report studies the pension and retirement systems of 18 countries to gain insights for better policy reform, decision-making and outcomes for retirees. What can we learn from the global stage?
It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?
A recent ATO ruling on property settlements may increase the cost of divorce for couples that hold assets in private companies, and the consequences must be considered early.
A perfect tax system would not affect how people save and invest, but in practice, there are many ways that Australia's tax system influences investor behaviour.
World-renowned investor Howard Marks recently gave a confidential presentation on risk to selected institutional clients, and in this exclusive, Oaktree Capital has given permission for Cuffelinks to share the insights with its readers.
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.
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.
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 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?
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?
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.