21 May 2024

Recently trending

Are term deposits attractive right now?Where Baby Boomer wealth will end up Uncomfortable truths: The real cost of living in retirement How retiree spending plummets as we age Is Australia ready for its population growth over the next decade?

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."

Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."

Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"

Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."

Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"

Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."

Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"

David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"

Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."

Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."

Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."

John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."

Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"

Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."

Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"

Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."

Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"

John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."

Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."

Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."

Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."

Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."

Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."

Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."

Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."

Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."

Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."

Home / 349

Edition: 349

1-10 out of 10 results.

Why we’re not buying the market yet

Marcus Padley
18 March 2020
10

The Australian market bounced back last Friday (13th) and Monday (16th) tempting analysts to call the bottom of the coronavirus scare. This is too early as the impact on companies is not yet evident.

Pandemics in perspective

Phil Ruthven AO
18 March 2020
4

Coronavirus is a particular worry compared to past epidemics because the world is now so interdependent, but the stockmarket has a habit of exaggerating threats as well as opportunities.

Shaken by stock market carnage? Forget everything

Vishal Khandelwal
18 March 2020
4

Nobody has a clue what is going to happen with the market. When deciding what to do with your stocks today, what matters is where the business and its intrinsic value may be 10 years down the line.

How stock markets recover and the perils of timing markets

Graham Hand
18 March 2020
7

Investors who try to time buying and selling shares risk missing the strongly positive days which drive good performance, while over the long term, stock markets will recover from price falls.

Vivek Prabhu on the volatility of bonds in changing times

Graham Hand
18 March 2020

While coronavirus has brought into sharp focus the risks in bond portfolios, markets are always changing. Relative value and risks must be constantly watched as opportunities are presented.

Drawdown reductions needed for retirees - UPDATED POLICY

Olivia Long
18 March 2020
13

During the GFC, in the face of rapid falls in super balances, the minimum drawdowns required for pensions were reduced by 50% to help preserve overall retirement savings. It's time for a repeat.

Morningstar: Douglass interview, 29 top picks, corona research

Leisa Bell
18 March 2020

Three Morningstar resources are available to Firstlinks readers to assist in the current market turmoil. A short Hamish Douglass interview, detailed US research into the virus and a special trial offer.

Your super fund will pay you to leave - UPDATED

Damien Klassen
18 March 2020
2

Large super funds hold unlisted assets such as infrastructure, property and private equity. It's likely many of these assets have not been revalued recently, inflating the price paid to members who exit.

Welcome to Firstlinks Edition 349

18 March 2020

The analysts who correctly predicted the seriousness of the coronavirus outbreak in China as early as January 2020 were mainly right for the wrong reason. They said the quarantining of 400 million people would severely disrupt global manufacturing because China is the largest exporter of intermediate goods and produces at least 20% of products used in worldwide supply chains.

Unisuper's Pearce suspends stock lending to help stabilise markets

Graham Hand
16 March 2020
4

John Pearce's Unisuper funds were among the top performers over most time periods to end 2019. He reveals he has suspended stock lending due to coronavirus and issued a video update to his members.

Firstlinks is sponsored by:

Most viewed in recent weeks

Are term deposits attractive right now?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

James Gruber
8 May 2024

Where Baby Boomer wealth will end up

By 2028, all Baby Boomers will be eligible for retirement and the Baby Boomer bubble will have all but deflated. Where will this generation's money end up, and what are the implications for the wealth management industry?

Te Okeroa
15 May 2024

Uncomfortable truths: The real cost of living in retirement

How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.

Kaye Fallick
24 April 2024

How retiree spending plummets as we age

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.

Ruvinda Nanayakkara
8 May 2024

Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.

Simon Kuestenmacher
10 April 2024

20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

James Gruber
17 April 2024

Alliances

Site Map

About Firstlinks

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.