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Five reasons Australian small companies are compelling investments

Many investors focus primarily on the big listed companies but the smaller end in tech, mining and healthcare outperforms through innovation. Many Australian companies are world-leaders in their speciality.

Is growth of zombie companies real or fiction?

Much has been written about the rise of 'zombie firms' which should have gone bankrupt, but new research should be comforting to economists and investors alike, with focus on a particular segment.

Through the looking-glass: what counts is not tied to an index

Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.

Three new lessons about listed companies during COVID-19

Many companies have strengthened their balance sheets but their soundness can be directly correlated to the duration of the pandemic. What lessons has 2020 revealed coming into reporting season?

Why asset allocations shifted due to COVID-19

Retail investors can learn from a multi-asset strategy that looks how macro events and economics affect market and portfolio risk. Major asset allocation changes can occur in response.

Capital retention will shake dividends in 2020

Sixty per cent of the ASX200 total return is due to dividends, and for Financials, it rises to more than 70%. Moves to limit dividends could both reduce investor incomes and affect valuations.

Do sin stocks really give your portfolio the edge?

Should sin stocks, those companies who engage in activities that are considered unethical or immoral, be excluded from a portfolio, or would this compromise potential performance?

Tony Togher on why cash isn’t just cash

An active manager of cash and fixed interest funds can achieve higher returns than the cash rate through a selection of other securities while managing both liquidity and income for clients.

Have bonds reached the end of the line?

Some investors are questioning the role of bonds with such low rates, but they remain an important part of a diversified portfolio for several reasons. Don't give up on them yet.

How ‘residential for rent’ may change Australian housing

Australia has lagged many developed countries in providing top quality rental accommodation owned by institutions, but it is changing, driven by social preferences, affordability and investor needs.

Peter Meany on global trends in infrastructure assets

A global portfolio of infrastructure assets allows trends in one part of the world to be recognised early in another, while companies with pricing power and high barriers to entry enjoy extra resilience.  

Japan diary: Getting up to speed on infrastructure

In this fascinating travel diary, learn how Japan gives investors access to quality infrastructure assets trading at attractive multiples. The country is opening itself up to the world like never before.  

CFSGAM rebrands to First Sentier Investors

First Sentier Investors is the new name for Colonial First State Global Asset Management, completing the separation from CBA. It's the end of an era for the business Chris Cuffe led for 14 years.

Picking the winners, avoiding the losers

In some parts of the market, the case for active management over passive is strong. The less-researched small companies space shows a focus on strong capital, proven management and a clear strategy pays off.

Five myths of listed infrastructure

Many investors assume infrastructure is simply a sub sector of the stockmarket, and will behave as other shares. But the myths fail to recognise the special long-term characteristics that give more resilience.

Budget 2019: more news, views and videos

In our Federal Budget 2019/20 coverage, we present summaries and analyses of the Budget from Cuffelinks' sponsors, including newsletters and videos, plus a summary of Labor's overall strategy.

ESG by new means, to new ends

There is no single and correct way for a company to adopt good ESG practices, but it's clear that major institutional investors are increasingly judging companies by ESG criteria.

In asset allocation, you can have anything but you can’t have everything

Modelling different and complex objectives in an asset allocation is difficult because the goals are often contradictory, but a new technique puts a risk score on each possible strategy.

Risk is the permanent loss of capital

Two tenets of a successful investment philosophy: risk is the permanent loss of capital, and never succumb to either irrational exuberance or unjustified gloom. It takes discipline and strict adherence.

The impact of negative Australian versus US rate spreads

Contrary to historical norms, Australian sovereign bond yields are trading below those in the US. What are the implications for hedging and returns from bonds and will the differential be sustained?

Lucy Brogden on the link between mental and financial health

Mental Health Commissioner, Lucy Brogden calls on financial industry professionals to better address their clients' needs for advice that supports both financial and mental health.

Not too big, not too small: the advantages of mid-caps

Companies ranked 51st to 100th by ASX capitalisation are in the mid-cap sector. They have better historic returns, industry diversity, insider ownership, and growth prospects than the S&P/ASX50.

Is it time for ‘set and forget’ to consider retirement?

Sticking to a long-term ‘set and forget’ asset allocation plan forgets those close to or in the retirement phase. Further, we are at a point where prospective returns in all markets are lower.

Will millennials change the investment landscape?

Impact investing is moving out of the fringe and into mainstream investing, and the trend is supported by millennials who will soon benefit from a massive wealth transfer.

Tech stocks: balancing realism and evangelism

We tend to overlook the older technology companies as we marvel at the likes of Facebook and Google, but technology evangelism has paid off over the long term.

The growth sector property investors overlook

With a high rate of adoption of the internet globally and the large growth in cloud computing, network-dense data centres are well placed to generate long-term returns.

The evolution of our cities

Urban growth poses many challenges. The way we live and interact as a society, especially in growing cities, will continue to evolve including the way we shop, how we move around and how land is redeveloped.

Populism and the risks in regulated assets

Infrastructure assets are viewed as 'bond proxies' because they are supposed to have predictable cash flows, but investors should delve deeper into the regulatory risks, especially in a post-Brexit, post-Trump world.

Decarbonisation, energy storage and efficiency

Renewable energy production is growing due to technology driving significant cost reductions and improvements in energy efficiency. Carbon reduction targets, tax schemes and our social conscience also help.

Innovation offers opportunities for investors

There are plenty of innovative companies out there, but sustained success needs barriers to entry, strong distribution, marketing and research budget and product differentiation.

Global credit valuations: are we there yet?

The market has seen a major widening of credit spreads as investors demand greater compensation for liquidity risk. Has the market reached the point where it offers value?

Key investment take-outs from Paris Climate Conference

In late-2015 representatives from over 100 countries met in Paris for the UN's convention on climate change. There are key outcomes and implications for investors and their portfolios.

Risk aversion is costing women in retirement

According to CFSGAM's research, Australian Gen-X women remain most at risk of not meeting their retirement objectives, in part due to an aversion to growth assets since the GFC, despite the market's recovery.

Choosing the right ingredients for inflation-linked investing

It's a difficult task, looking for good ‘inflation plus’ exposure over a long period such as post-retirement. Research into appropriate asset classes shows low correlations make the problem hard to solve.

Most viewed in recent weeks

24 hot stocks and funds for 2021

Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.

The hazards of asset allocation in a late-stage major bubble

The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."

Great new ways the Government helps retirees

Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.

Four simple strategies deliver long-term investing comfort

A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.

Seven steps to easier management of your estate

Don't make life difficult for the person trusted to manage your estate. Find the time to arrange your documents, contacts, online accounts and files in a convenient place, including giving them some cash.

Five reasons Australian small companies are compelling investments

Many investors focus primarily on the big listed companies but the smaller end in tech, mining and healthcare outperforms through innovation. Many Australian companies are world-leaders in their speciality.

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