Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 181

Edition: 181

1-8 out of 8 results.

Edition 181

  • 11 November 2016

In a departure from our usual newsletter format, Cuffelinks reports on the first Sohn Hearts & Minds Investment Leaders Conference held in Sydney. A similar event in New York has established itself over 20 years as the best investment conference in the world. The Ira Sohn investment charity event honours a Wall Street professional who lost his life to cancer at age 29.

Best ideas from David Prescott, Peter Cooper, Madeleine Beaumont, Patrick Hodgens

Highlights from Lanyon Asset Management, Cooper Investors, BlackRock Asset Management and Macquarie Investment Management.

Best ideas from John Pearce, Leah Zell, Kerr Neilson, Geoff Wilson

Highlights from UniSuper, Lizard Investors, Platinum Asset Management, and Wilson Asset Management.

Best ideas from Alex Waislitz, Hamish Douglass, Anthony Aboud

Highlights from Thorney Investment Group, Magellan Financial Group and Perpetual.

Insights from legendary fund manager, Howard Marks

Highlights from Howard Marks of Oaktree, on Donald Trump, investment timing, efficient markets and how he makes money.

Keating: is technology capitalism's creator or destroyer?

The Hon. Paul Keating gave the Sohn Hearts & Minds Investment Leaders Conference his usual global view with a picture of the future.

Select your favourite investment ideas

Cuffelinks readers can provide feedback on the investments they think will perform best over the measurement period to 31 August 2017.

Investment implications of Trump presidency

President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here's a quick look at some implications.

Most viewed in recent weeks

Why it’s time to ditch the retirement journey

Retirement isn’t a clean financial arc. Income shocks, health costs and family pressures hit at random, exposing the limits of age-based planning and the myth of a predictable “retirement journey".

Australia's retirement system works brilliantly for some - but not all

The superannuation system has succeeded brilliantly at what it was designed to do: accumulate wealth during working lives. The next challenge is meeting members’ diverse needs in retirement. 

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

The 3 biggest residential property myths

I am a professional real estate investor who hears a lot of opinions rather than facts from so-called experts on the topic of property. Here are the largest myths when it comes to Australia’s biggest asset class.

AFIC on the speculative ASX boom, opportunities, and LIC discounts

In an interview with Firstlinks, CEO Mark Freeman discusses how speculative ASX stocks have crushed blue chips this year, companies he likes now, and why he’s confident AFIC’s NTA discount will close.

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.