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Investment Strategy

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Five charity-supporting investment vehicles

From Chris Cuffe's original idea in 2008, several investment vehicles now seek to deliver strong performance and donate fees to charities, creating a win-win for all involved.

Caveat auditor and feeble SMSF investment strategies

Two court cases have laid the blame for poor SMSF documentation and investments at the feet of auditors. It's not a 'tick and flick' exercise and there are lessons for SMSF trustees and professionals.

Barnaby Wiener on preserving wealth and asset allocation

A global asset allocator is positioned defensively to preserve the wealth of his clients. He has some strong comments on stocks, the investment industry and avoiding the pressures of short termism.

Five factors to check for Nervous Investors

The recent fall in stock market prices worries many investors, but it is a normal part of exposure to shares. Nervous Investors need to understand how they think, set a plan and stick to it.

Is this your biggest retirement worry?

The financial concerns of those in or close to retirement are focussed on health and housing. Lower interest rates, rising healthcare costs and lifespan uncertainty legitimately compound those concerns.

10 steps to protect your SMSF from loss of mental capacity

The SMSF of a person who has lost mental capacity faces multiple risks including the fund’s control falling into wrong hands. These risks can be guarded against with a proper strategy in advance.

Strategy changes for retirement pensions

A lower volatility portfolio may be more aligned to a pension’s investment objectives, and a move from accumulation to pension is the time to review how superannuation is allocated.

GFC lessons 10 years on: can it happen again?

Boom-bust cycles are inevitable and at some point, there will be a market correction although different to the GFC. Many of the signs of excess that normally precede severe and prolonged bear markets are not present yet.

Location, location, location! Is your ETF Australian domiciled?

Not all ETFs are created equally, and it's worth looking under the bonnet. Among many possible differences, the domicile of the fund can have broader implications.

Sin stocks, divestment and the right to choose

It's a dilemma for fund managers to make divestment decisions on behalf of investors based on philosophical grounds. Does it reflect the investors' beliefs and will it adversely impact returns?

Investing by thematics rather than indexes

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

Passive investment – an unwitting oxymoron

Making a passive investment requires an active decision, and since index-based funds are structured using market prices, they build in influences of the active factor of price momentum.

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Most investors are wrong on dividend yield as income

The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.

My 10 biggest investment management lessons

A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.

Seven major trends affecting Australians in retirement

Retirement planning will become increasingly complex in the face of trends in home ownership, wealth dispersion, life expectancy, health and aged care costs, work patterns and pension dependency.

Lessons from the Future Fund for retail investors

The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.

Four companies riding the healthcare boom

There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people. 

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

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