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Cuffelinks Newsletter Edition 242

  • 2 March 2018

Where financial advice went wrong, shares v bonds, retirement products, real estate wins, finance fire drill, active/passive, discount LICs, Buffett.

Kitces Part 2: Where advice went wrong and where to now

Financial advisers, especially in vertically-integrated firms, attached a product sale to the advice, confusing clients and setting off a chain reaction where regulators stepped in. The reputation of financial advice was compromised.

Give me the long-term predictability of shares, at any age

For long-term investors who can tolerate short-term volatility, shares will deliver the best outcome including income in retirement. It's cash and term deposits that are the long-term risks.

The hot spots in commercial real estate

Non-residential real estate performed strongly in 2017, but much of this return came from cap rate (yield) compression. Going forward, investors will need to focus more on income growth and sector allocation.

Five challenges for post-retirement products

Enthusiasm for post-retirement investment products is growing, and the Government has just appointed an advisory group, but there are many reasons why the industry has not yet finalised the best outcomes.

Let's refocus the active v passive debate

The active v passive debate has deflected attention from a more important issue, a focus on managing to client goals. Plus active management has suffered relative to passive by the central bank-driven uplift of all assets.

Four checks for a financial fire drill

The best time to do a financial fire drill is when there is no fire. Planning for a major bear market will help prevent emotional upheaval and panic selling, and advisers have an important role to play with their clients.

A checklist for buying LICs at a discount

Plenty of LICs trade at a discount to their NTA value, often for good reasons, but there are opportunities to benefit from a narrowing of the discount if an investor knows what to look for.

10 highlights from Buffett's latest letter

Warren Buffett's latest letter to shareholders gives his definition of 'risk' and makes surprising points about holding bonds versus shares which will delight equity investors and managers.

Platinum’s Kerr Neilson: it’s all about the price

Platinum’s Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.

Platinum’s Kerr Neilson: it’s all about the price

Platinum's Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.

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Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

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