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Edition: 105

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Edition 105

  • 17 April 2015

Asian sugar hit, bonds versus funds, credit risk in bonds, ETF trading strategies, financial literacy, more wealth disruption.

Avoid the fast buck from fast food

On first look, the opportunity to invest in the rising Asian demand for fast food (sugar and fat) seems attractive. But governments are increasingly aware of the future costs, especially in health spending.

Differences in direct bonds versus bond funds

The money in a bond fund never 'matures' as the manager automatically reinvests both interest and principal, whereas a direct investment in a bond comes to an end on maturity.

Price volatility matters for bond investing

Investors often focus on the movement in bond prices caused by changes in interest rates, but except (usually) for government bonds, credit quality also has a major impact on prices.

Shorting and pairs trading using Exchange Traded Products

ETFs now offer a wide range of choices including equities, bonds, sector specific, smart beta, geared, commodities and currencies. This opens alternatives for both investing and trading.

A sombre reflection on financial literacy

People with low levels of financial literacy have a greater likelihood of making financial mistakes, including being misled or defrauded. The financial services industry should work to address this.

Other articles on ‘wealth disruption’

The Cuffelinks articles on disruption and the future of wealth management have been among the most popular we have published. Here is some suggested additional reading from external sources.

Most viewed in recent weeks

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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