Despite the publicity and hype and almost a decade of operation, robo advice businesses in the US have gathered less than 0.1% of assets under management. Why is adoption much slower than expected?
Currency risk deserves more than a coin toss
Many investors in global portfolios overlook the currency exposure and should consider leaving hedging decisions to specialists. There is no single optimal hedging strategy as conditions vary over time.
Commodities rebound still running
In the last seven years, commodity prices and the fortunes of many Australian producers went through a boom/bust cycle and are now on a recovery rebound. It’s a volatile ride but a sector worth another look.
The role of multi-asset funds in retirement
Fund managers take different approaches to asset allocation, either leaving it unchanged in a ‘strategic’ position, or responding ‘dynamically’. Either way, multi-asset funds have many of the features retirees want.
Ensure death benefit nominations are upheld
It’s crucial for super fund or SMSF members to understand the law as it relates to death benefit nominations to ensure desired outcomes are achieved. Don’t leave a mess for others to fix.
Flexibility around the date of your retirement
Superannuation is a good long-term savings vehicle, but it comes with restrictions on contributions and lack of access to money. Retirement savings may be supplemented by other tax-effective structures.
The glide from youth into life after work
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.
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.
Sharing a commitment to education and knowledge
Make America Great Again: listed infrastructure has a plan
A look at the ownership profiles of different US infrastructure segments and their performance. How global listed infrastructure is providing solutions, and what impact President Trump may have.
Articles from previous editions
At the start of 2018, I began to question value investing …
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.
Volatility and reflecting on the inflection
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.
AI and an intelligent active manager’s odyssey
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.
Bitcoin: digital gold or fool’s gold?
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.
8 benefits of listed over unlisted infrastructure
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.
Asset class and portfolio management skills are different
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.
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