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Cuffelinks Showcase 2014

Welcome to our first ebook, the Cuffelinks Showcase 2014.

Our team has scoured through the Cuffelinks archive of over 500 articles, all still available on our website. After a lively debate and some disagreement, we have selected 50 highlights based on originality, popularity and quality of insight. Apologies to any writer who missed out because there were many
excellent articles to consider.

Since Cuffelinks started publishing on 8 February 2013, about 150 market professionals have written for us. We have avoided product promotions and jumping on the daily news bandwagon, and focussed instead on enduring stories that give investment insights and valuable opinions.

Many of our articles discuss the challenges of saving for retirement, asset allocation and superannuation policies. The need to educate and inform will intensify with the $2 trillion in superannuation heading for $9 trillion by 2040. We have explored at length the significant future stresses from an aging population,
changing demographics and tight budget constraints.

My thanks for being part of the Cuffelinks community, especially to those who comment and provide feedback. We know from annual Reader Surveys that we have a highly engaged readership from diverse backgrounds, and we hope you enjoy this selection.

Download the eBook here

 

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What to expect from the Australian property market in 2025

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The perfect portfolio for the next decade

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Howard Marks warns of market froth

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9 lessons from 2024

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The 20 most popular articles of 2024

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2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

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The challenges with building a dividend portfolio

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Retirement

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Economics

Why a deflationary shock is near

Strategist Russell Napier says central banks have lifted interest rates too far and a deflationary shock is coming. He believes Governments will react radically and that investors should avoid bonds and US stocks, and own more gold.

Economy

Federal budget forecast errors need greater scrutiny

The discrepancies that are appearing between Treasury budget forecasts and actual outcomes need closer examination. The inaccurate forecasts are impacting economic projections and investment decisions.

Investment strategies

A reluctant investor’s guide to understanding bitcoin

As every aspect of our lives has been transformed by digisitation, the changing nature of money and currencies should come as no surprise. But while bitcoin is here to stay, many investors still lack a clear grasp of what it is. 

Investment strategies

Unearthing small and mid-cap gems

Small and mid-cap companies aligned with long-term trends like security, climate and digital media can offer compelling growth opportunities. Here are three US stocks that are set to take off in 2025.  

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Decoding the DNA of exceptional companies

Successful companies depend on management decisions, with bold choices, long-term vision, and calculated risks driving growth. Luxury brand, Hermès, exemplifies this, resulting in it creating immense shareholder wealth. 

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