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Edition: 247

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Cuffelinks Newsletter Edition 247

  • 6 April 2018

Grattan on property and politics, Cuffe on application chaos, Joye on hybrid selloff, Stammer on cycles, LIC dividends and franking, earnings value.

How investment property returns depend on politics

Economic growth and interest rates affect housing prices, but political decisions around zoning, migration, and taxes are also strong influences. Overall, the current climate suggests a much slower growth in house prices.

The voting machine and the weighing machine

Long-term earnings matter the most to stock prices over the long run. Trying to time short-term fluctuations is folly, but we can pick the times when movements are disharmonious with earnings.

Turbulence creates opportunities for bonds and hybrids

Factors relating to technical adjustments, timing of bank reporting and offshore influences have created wider spreads on bonds and hybrids which should mean revert in time.

Reports of the death of economic cycles are greatly exaggerated

Since the 1950s, predictions on the death of economic cycles have come and gone, and each time they have been wrong. But since no two cycles are the same, we ought to look for what’s different this time.

What is happening with LIC dividends?

LICs can sustain their dividends not only from current year profits, but from reserves built up in prior years. This report looks at reserve levels as a sign of consistency of future dividends.

Labor's new franking policy is unfair to LICs

Labor's proposed franking credit policy has already faced a number of unintended consequences, and the inequitable tax treatment of Listed Investment Companies much also be addressed.

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2025-26 super thresholds – key changes and implications

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Is Gen X ready for retirement?

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Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

What Warren Buffett isn’t saying speaks volumes

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The 2025 Australian Federal election – implications for investors

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