Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 287

Summer Series Guest Editor, Alex Vynokur

One of the longstanding attractions of the Cuffelinks newsletter is its role not just as a platform for discussing investment ideas, but also as a source for unbiased and dispassionate analysis of the actual 'business' of delivering investment services to investors.

In this regard, I’ve naturally found it particularly interesting to follow the ongoing discussion around the use of exchange traded funds (ETFs) and the (somewhat) associated age-old active versus passive debate. What follows are six of the articles I’ve found especially enlightening from the Cuffelinks archives.

1. Provides an unbiased and realistic assessment of the pros and cons of indexing investing, especially through ETFs, from one of the leaders of the global investment industry.

Howard Marks asks 5 questions on indexing

2. Usefully introduces the concept of investing by global thematic, rather than just passive asset class exposure or individual stocks

Investing by thematics rather than indexes

3. Notes the challenges of innovating in an industry dominated by complexity, consumer apathy, strong existing players and hidden costs

Is there an Uber or Amazon of wealth management?

4. Explains the open-ended structure of ETFs and dispels some of the myths related to their liquidity.

Will ETF liquidity be there when I need it?

5. Outlines some handy rules to keep in mind when investing and trading in ETFs

Ten rules for more effective ETF investing

6. A breakdown of the various costs related to adviser, investment and administration services.

Do you know the fees you’re paying?

 

Alex Vynokur, Guest Editor

Alex Vynokur is Managing Director of BetaShares Capital Limited. BetaShares is a sponsor of Cuffelinks.

banner

Most viewed in recent weeks

How much super is enough?

We cannot see into the future, but here are some general guidelines on how much to save in super, and then how much you can spend to enjoy a good retirement. Start as soon as possible.

How to include homes in the age pension assets test

A reader speaks out about the inequity of ignoring own homes in the assets test for the age pension, plus a proposal on how it could work politically. Take our survey on the merit of the policy. 

OK Boomer: fessing up that we’ve had it good

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity. Superannuation, education, strong markets and surging property prices locked in gains.  

Four reasons to engage a financial adviser

The value of financial advice is increasingly questioned after the Royal Commission and changes to advice business models, but the case for financial advice for many people remains strong.

Should you buy CBA PERLS XII Capital Notes?

CBA's latest PERLS offer is directly offered to hundreds of thousands of investors who already hold CBA shares or other PERLS securities. How does it compare with the rest of the hybrid market? 

Latest Updates

Retirement

OK Boomer: fessing up that we’ve had it good

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity. Superannuation, education, strong markets and surging property prices locked in gains.  

Investment strategies

Young women are investing more in shares

Young woment are showing increasing confidence in the sharemarket, promising a better future than the Boomers and Gen X women who hold significantly less assets than males of their generation.  

Investment strategies

Shorting deserves more respect

A fund manager that can short sell stocks with weak investment characteristics while reinvesting the proceeds in long positions in preferred stocks has a high degree of flexibility.

Economy

Policymakers fear cutting stimulus can lead to recession

Prolonging a recovery with stimulus could lead to a worse slump later. Even today, policymakers are haunted by actions taken in 1937 which led to a loss of production and jobs and a falling GDP.

Shares

Bank reporting season scorecard for FY19

Our annual scorecard for Australian banks shows earnings were hit by remediation costs and slow credit growth, but they are in good health and look attractive versus other listed companies. 

Sponsors

Alliances

Special eBooks

Specially-selected collections of the best articles 

Read more

Earn CPD Hours

Accredited CPD hours reading Firstlinks

Read more

Pandora Archive

Firstlinks articles are collected in Pandora, Australia's national archive.

Read more