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Wednesday, 20 October 2021
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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.
It's a home-grown Australian success story, managing far more for foreign institutions than local, but it took a long time to gain traction while laying the foundations for the massive inflows that were to come.
The term 'alpha' may be financial jargon, but for fund managers, it's the highly sought-after prize for successful active management that justifies fees charged. But how do you select a good manager?
David Bell discusses his new role as Chief Investment Officer at AUSCOAL Super, as well as the many challenges of managing a public superannuation fund portfolio in the current environment.
There's an interesting history of state and federal government finances and innovative merchant bankers behind the UBS bond index often found in annual statements from fund managers.
The key to good investing is knowing when the odds are in your favour, and equally important, knowing how to apply that edge. With experience, it should give the confidence to run more concentrated portfolios.
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?
We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.
With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.
It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.