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Thursday, 23 September 2021
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The Design and Distribution Obligations (DDO) come into effect in two weeks. They will change the way banks promote products, force some small funds to close to new members and push issues into the listed space.
Chris Cuffe has spent four decades selecting fund managers for multi-manager portfolios, and he explains what he looks for and why active management can work, as well as updating his investment lessons.
Firstlinks publishes hundreds of articles a year, and Chris Cuffe has selected from the most popular, especially those shining a light on issues the wealth industry must face up to in future.
The journey began as a chat over lunch, and with the acquisition of Cuffelinks (Firstlinks) by Morningstar, the pieces are in place to take the publication to the next level.
Two of Australia's most experienced and successful chairs explain what makes a good board, what to watch for in bad ones, with advice for aspiring board members: understand first what motivates you.
A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.
Chris Cuffe set up Australian Philanthropic Services to make tax-effective giving easier, and former Westpac boss Gail Kelly reminds readers that giving away some wealth to charity is not just for the very rich. (Via the AFR).
What does a portfolio look like when someone with access to almost every asset class and manager in Australia takes a genuinely long-term view, building the portfolio from the ground up?
An investment company with both charitable and performance goals is expected to list on the ASX in November 2018. Besides a high conviction equity portfolio, it will invest in medical research.
In the week that marks 30 years since Chris Cuffe joined what became Colonial First State, a former colleague reflects on what makes a business successful, and what may have been lost from those early days.
An innovative idea to donate to charities the fees paid by investors in a fund has become an annual flow of about $2 million to needy causes as the 10th anniversary is reached.
Chris Cuffe shared his views on default super, internalising asset management, vertical integration, independent directors, past performance and artificial intelligence.
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?
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.
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.
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.
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.
Wet streets cause rain. The Gell-Mann Amnesia Effect is a name created by writer Michael Crichton after he realised that everything he read or heard in the media was wrong when he had direct personal knowledge or expertise on the subject. He surmised that everything else is probably wrong as well, and financial markets are no exception.