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Select your favourite investment ideas

In the other articles this week, leading investors present their best investment ideas at the Sohn Hearts & Minds Investment Leaders Conference on 11 November 2016.

Cuffelinks' readers are invited to use the comment box on this article to nominate the investments they think will perform best by 31 August 2017.

We will report back on how each investment idea performed after that date.

You are welcome to comment specifically on the ideas in the comment box at the end of each article (no product promotions or abusive comments, please).

 

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Charlie Munger and stock picks at the Sohn Conference

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John Woods on diversification using asset allocation

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SMSF strategies

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Investment strategies

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Investment strategies

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Investment strategies

Inflation remains transitory due to strong long-term trends

There is momentum to stop calling inflation 'transitory' but this overlooks deep-seated trends. A longer-term view will see companies like ARB, Reece, Macquarie Telecom and CSL more valuable in a decade.

Infrastructure

Infrastructure and the road to recovery

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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.
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