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Graham Hand

Rob Henshaw

10 reasons the ‘10 Best in Show’ is ill-suited

Selecting 10 winners from hundreds of alternatives presents major challenges, and there are no guarantees past performance will continue. It mainly targets only $1 billion from the $150 billion contributed each year.

Cuffelinks' Facebook debate on Labor franking

An edited extract from the Cuffelinks Facebook page shows how widespread the debate on Labor's franking has become, and the majority of people need a simple, logical explanation on how franking actually works.

A right royal collection from the Commission

A year of editorials is collected into a summary of the Royal Commission hearings. No need to rush out and buy one of the books that will hit the stores in the next few months.

2019 is time for investment caution

Dr John Hewson sees a strong potential for a US recession in 2020. Forecasting markets can be a graveyard, but global growth of the last decade has been paid for by borrowings and QE. When is payback time?

Global investor survey and Aussie differences

This major global survey of 17,000 investors taken in July and August 2018 showed material differences between the generations, and Australian behaviour and attitudes contrast against global investors in many ways.

Latest Updates

A speech from the Prime Minister on fixing housing

“Fellow Australians, I want to address our most pressing national issue: housing. For too long, governments have tiptoed around problems from escalating prices, but for the sake of our younger generations, that stops today.”        

Taxation

Family trusts: Are they still worth it?

Family trusts remain a core structure for wealth management, but rising ATO scrutiny and complex compliance raise questions about their ongoing value. Are the benefits still worth the administrative burden?

Exchange traded products

Multiple ways to win

Both active and passive investing can work, but active investment doesn’t in the way it is practised by many fund managers and passive investing doesn’t work in the way most end investors practise it. Here’s a better way.

Economy

The Future Fund may become a 'bad bank' for problem home loans

The Future Fund says it will not be paying defined benefit pensions until at least 2033 - raising as many questions as answers. This points to an increasingly uncertain future for Australia's sovereign wealth fund.

Investment strategies

Managed accounts and the future of portfolio construction

With $233 billion under management, managed accounts are evolving into diversified, transparent, and liquid investment frameworks. The rise of ETFs and private markets marks a shift in portfolio design and discipline. 

Property

Commercial property prospects are looking up

Commercial property is seeing the same supply issues as the residential market. Given the chronic undersupply and a recent pickup in demand, it bodes well for an upturn in commercial real estate prices.

Infrastructure

Private toll roads need a shake-up

Privatised toll roads in Australia help governments avoid upfront costs but often push financial risks onto taxpayers while creating monopolies and unfair toll burdens for commuters and businesses.

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