Register to receive our free weekly newsletter including editorials.
9 September 2026
Recently trending
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."
Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Non-banks in Australia and New Zealand have enjoyed record growth over the past decade, but can this success be sustained under new market conditions? Perpetual and the Australian Securitisation Forum have collaborated to look at the reasons for the growth of non-banks as well as the sector’s opportunities and challenges for future growth.
A challenging macroeconomic backdrop of rising inflation and interest rates has tested investor patience over 2022 and global recession fears have done little to help. This paper discusses developments with Perpetual's long-short funds and thoughts on the past reporting season.
The Perpetual Ethical SRI Fund, one of Australia’s first ESG funds, celebrated its 20th birthday last month. To celebrate, we take a look back at some of the Fund’s highlights, the process and performance.
The March quarter 2022 saw financial assets face renewed challenges, as China grapples with the Omicron variant of COVID-19 and conflict in the far east of Europe sees disruption and geopolitical tension rise.
Australia’s electricity system is undergoing unprecedented change arising from the proliferation of renewable energy generation, but our existing energy system is not designed to cope with such rapid transition.
(Written prior to the US election) Perpetual’s Multi Asset team share their perspectives on the most recent developments of the continuously-evolving Coronavirus situation and the related implications on financial markets, the global economy and policy responses.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.