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11 March 2025
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Take investment risk in the early years when there is little financial capital at stake and lots of future earning potential, and follow a sort of glide path to reduce exposure to risk later in life.
VIX, XIV and all that jazz, Montgomery and Moore on where to now, Jack Gray on AI, Bitcoin reality, infrastructure, portfolio construction and super
In today’s investment markets, has value investing lost its relevance or did the recent market volatility provide a warning? Value investors need patience and a contrarian attitude, which tests the resolve in strong markets.
It took Wall Street and equity investors a long time to realise interest rates had gone through an inflection, and the era of the easiest money conditions in a lifetime is now over.
Most people focus on the threat of passive funds and ETFs to active investment management, but in this seminal paper exclusive to Cuffelinks, Jack Gray warns that Artificial Intelligence has barely scratched the surface.
The Global Chief Economist of a leading asset manager has taken one question more than any other in recent months. People are both transfixed and bemused by Bitcoin, but there is a chance its value may fall to zero.
Listed infrastructure is a large universe of more than 350 companies worth more than US$4 trillion at prevailing market prices. This way of entering the asset class offers several advantages over the unlisted alternative.
More of us are becoming portfolio managers, of at least our own portfolios. But in the professional arena, managing other people's money requires special skills, with qualifications and ongoing training.
The collapse of the Exchange Traded Note (ETN) linked to the value of the VIX was a warning to traders not to be complacent about volatility, and the entire market felt the impact.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
The capital gains tax main residence exemption is no longer 'fit for purpose', due to its inequities, inefficiency, and complexity. Here are several suggestions for adapting or curtailing the concession.
A Grattan Institute report suggests lifetime annuities as a solution to people not spending their super balances. The issue is whether underspending is the real problem or a sign of more fundamental failings in our retirement system.