Wednesday, 27 October 2021

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House prices surge but falls are common and coming Survey responses on pension eligibility for wealthy homeowners 100 Aussies: five charts on who earns, pays and owns Three good comments from the pension asset test article The sorry saga of housing affordability and ownership

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Home / Indexing

Indexing

1-7 out of 7 results.

Why don't higher prices translate into inflation? Blame hedonism

Jesse Imer
12 May 2021
6

Why are prices rising but not the CPI? When we measure inflation, we aren’t measuring raw price changes, we’re measuring the pleasure-adjusted or utility-adjusted price changes, and we use it incorrectly.

Howard Marks asks 5 questions on indexing

Graham Hand
21 June 2018
1

Howard Marks' memos to his clients are always worth reading, and when a highly successful manager acknowledges the strengths of index investing, it's worth checking what he says.

Final edition in Summer Series, Guest Editor, Roger Montgomery

Roger Montgomery
28 January 2018

It's pleasing to have been contributing to Cuffelinks since the start in 2013. Fundamentally sensible and technically useful articles again dominated in 2017, but five in particular stay in the memory due to their special insights.

The truth on three big indexing questions

Greg Davis
21 September 2017
2

Indexing has come under increasing criticism as it has grown rapidly. Three issues dominate the arguments but the indexing benefits of low cost and diversification means active and index funds have a symbiotic relationship.

Market’s big names weigh into index debate

Graham Hand
11 May 2017
3

The distinction between active and index management is increasingly blurred, while active managers as a group face large outflows and struggle to justify their fees. There are big players on both sides.

The difficulties picking fund manager winners

It's difficult for investors to find active fund managers that consistently outperform the market over multiple periods, and the claim that active managers do better in falling markets also lacks recent evidence.

Rob Arnott seeks many happy returns

Graham Hand
5 December 2014
4

Smart beta strategies are now common but they were a quirky idea when Rob Arnott set up his first fund. This veteran of US investing talks about asset allocation, demographics and the state of the asset management industry.

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Most viewed in recent weeks

House prices surge but falls are common and coming

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.

Ashley Owen
6 October 2021

Survey responses on pension eligibility for wealthy homeowners

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?

Leisa Bell
22 September 2021

100 Aussies: five charts on who earns, pays and owns

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.

Graham Hand
6 October 2021

Three good comments from the pension asset test article

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.

Graham Hand
29 September 2021

The sorry saga of housing affordability and ownership

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.

Saul Eslake
29 September 2021

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

Roger Montgomery
20 October 2021

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