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Tuesday, 19 October 2021
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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.
Most people underspend in retirement as they do not know how long their money needs to last. There is no magic formula to address this but stay invested in growth assets and focus on health and relationships.
Over the holiday season, the moments away from the noise are wonderful for giving perspective, helping to consider what is most important to us and how to improve in the year ahead.
The memo from Howard Marks titled 'Expert Opinion' explains how forecasting is more art than science, and we give too much weight to many expert opinions which are little more than a 50-50 guess.
Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don't expect them. Where have your best investments come from?
The investment landscape might have changed dramatically over the last 25 years, but investors can still rely on many of the same principles from the past to make sound investment decisions in the present.
Elroy Dimson maintains the most comprehensive collection of global asset class data (from 1900) and is a leading authority on the history of financial markets. We find out how the numbers inform his own views on investing.
Constant changes to an already complex super system mean trustees should be continually learning. Rather than focusing on compliance and rules, trustees need new tools to help make good investment decisions.
Warren Buffett is arguably the most successful investor of the 20th century and one of the more influential people in the world. Here are some of the highlights from the Oracle of Omaha's 2013 newsletter.
The same strategies we use to keep our bodies in shape can also be applied to building our finances. These eight simple principles can set you on a path to achieve better health and wealth.
Some of our best investing insights come from a few words issued by the most famous people in financial markets (or elsewhere). Do you know who said these gems?
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 used to be Down, Down for prices but the new status quo is Down Down for emissions. Until now, the realm of ESG has been mainly fund managers as 'responsible investors', but companies are now pushing credentials.