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Chris Cuffe

How institutional investors influence listed companies

Don’t judge the extent to which institutional investors influence listed companies by the big public event, the AGM. Private meetings with executives of listed companies are ongoing and lively.

We need to talk about risk

Risk means different things to different people, and there is a misallocation of resources, energy and intellect across the superannuation industry (and investment industry more broadly) to address risk.

How I manage the Third Link money

Cuffelinks does not promote specific investment products, but in recognition of its five year track record, here's an explanation of how Chris Cuffe manages the Third Link Growth Fund. It's generated almost $2 million for charity.

Look towards your investment horizon

Every super fund member fears a downturn, but with an expected working life of 45 years and retirement of 30 years, we need to look beyond the short -term. A look at stock market cycles helps with the long-term view.

Until debt do us part, Act 1

When the media latches onto stories dealing with debt, the tone tends to be alarmist. Such news lifts ratings but it doesn’t always shed light on the issues at hand. How much is 'too much’ debt, and what debt are we talking about?

Let’s kick this political football out of the ground

There’s only one way we can go with this divisive debate, as super is too important to be punted around. We need a completely independent and bipartisan group to provide guidance, opinion and direction.

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Investment strategies

Investors are threading the eye of the needle

As investors cram into ever narrower areas of the market with increasingly high valuations, Martin Conlon from Schroders says that sensible investing has rarely been such an uncrowded trade.

Economy

New research shows diverging economic impacts of climate change

There is universal consensus that the Earth is experiencing climate change. Yet there is far more debate about how this will impact different economies across the globe. New research sheds more light on the winners and losers.

SMSF strategies

How super members can avoid missing out on tax deductions

Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls and what is required for a successful claim.

Investment strategies

AI is not an over-hyped fad – but a killer app might be years away

The AI investment trend looks set to continue for years but there is only room for a handful of long-term winners. Dr Kevin Hebner also warns regulators against strangling innovation in the sector before society reaps the benefits.

Retirement

Why certainty is so important in retirement

Retirement is a time of great excitement but it is also one of uncertainty. This is hardly surprising given the daunting move from receiving a steady outcome to relying on savings and investments.

Investment strategies

Have value investors been hindered by this quirk of accounting?

Investments in intangible assets are as crucial to many companies as investments in capital equipment. The different accounting treatment of these investments, however, weighs on reported earnings and could render ratios like P/E less useful for investors.

Economy

This vital yet "forgotten" indicator of inflation holds good news

Financial commentators seem to have forgotten the leading cause of inflation: growth in the supply of money. Warren Bird explains the link and explores where it suggests inflation is headed.

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