13 September 2025

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Which generation had it toughest?Maybe it’s time to consider taxing the family home The best way to get rich and retire early A perfect storm for housing affordability in Australia Supercharging the ‘4% rule’ to ensure a richer retirement

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Home / Tactical Asset Allocation

Tactical Asset Allocation

1-5 out of 5 results.

Why it's best to resist tactical asset allocation

Maziar Nikpour
1 November 2023
3

As interest rates normalise, investors have been pouring money into cash and bonds, and out of equities. This type of tactical asset allocation may seem sensible though it's unlikely to deliver the best long-term results.

Deep inside Chris Cuffe’s long-term portfolio

Graham Hand
5 December 2018
3

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?

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.

Tim Hodgson: how a profession became an industry

Graham Hand
31 October 2014
2

Following from the article "Our industry has a problem", Cuffelinks interviewed Tim Hodgson, the author of the study into investment industry intermediaries. He doesn't like much of what he sees.

Why we can’t resist tactical asset allocation

Chris Cuffe
19 September 2014
10

A combination of confidence in one's own ability to read the market and the excellent rewards for correct predictions encourages many investors to employ tactical asset allocation strategies. Is it worth doing?

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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.

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Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

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Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

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