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Edition: 256

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Cuffelinks Newsletter Edition 256

  • 1 June 2018

Productivity Commission scolds super, Whittaker scolds Labor, rich old ladies, multi-sector portfolios, active trading, SMSF max, high yield.

Labor, let's face the facts on fairness, women and franking

Labor’s rhetoric of taxing the rich and standing up for women doesn’t match the facts. Their proposed imputation policy, if implemented, will raise little revenue and hurt low- and middle-income widows the most.

Pilar Gomez-Bravo: How to select assets in a world of choices

This wide-ranging interview with Pilar Gomez-Bravo, Director of Fixed Income at MFS Investment Management, covers the role of active management, the low rate environment, portfolio creation and asset class correlations.

High yield downturn will be long and ugly

The high yield debt market is now much larger and riskier than just before the GFC. That doesn’t bode well for when the next downturn happens and investors have several options to de-risk.

How to become a rich old lady

It's often said that 'A man is not a financial plan'. A Practice Director in a successful business shares some of her life tips on financial independence for women aiming to self-fund their retirement.

Is bigger better? Expanding the membership of SMSFs

With the maximum number of members in an SMSF likely to increase from four to six, weigh up the pros and cons when deciding if an increase is in the best interests of all members.

Why stock selection beats macro forecasting

Macro trends are almost impossible to forecast, and picking undervalued shares with an eye to the long term is a better way. But often, stock selection requires resilience in the face of criticism.

The evolution of private debt markets

Non-banks are claiming market share from banks in many forms of private debt, and it's changing the nature of funding for many small to medium businesses.

5 red flags on active manager trading costs

Active managers trade more often and in larger amounts than passive managers do. Costs incurred from trading, in aggregate, can be substantial and ought to be considered in the decision to use active strategies.

Productivity Commission recommendations

The Productivity Commission is undertaking a review into the competitiveness and efficiency of Australia's super system. These key points are taken from the draft report, including a neat 'piggy' graphic.

Young people, not employers, should choose super fund: Productivity Commission

The Productivity Commission report recommends young workers should be given a 'best in show' shortlist of super funds set by an independent process.

Most viewed in recent weeks

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.

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.

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.

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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