Managing listed real estate investments on a global basis allows opportunities to be taken anywhere, and as demographics affects property, move into different sectors and countries. But ultimately, all property is local.
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In 35 years watching investment markets, some themes continue to repeat. Investors don’t need to live through the same mistakes if they follow this list of lessons learned from studying markets.
Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?
Both the Government and Labor have made impressive commitments to infrastructure, but it focusses heavily on roads and rail. Australia’s economic potential depends on more essential services.
In our Federal Budget 2019/20 coverage, we present summaries and analyses of the Budget from Cuffelinks’ sponsors, including newsletters and videos, plus a summary of Labor’s overall strategy.
More investors than ever are expecting fund managers to allow for Environmental, Social and Governance (ESG) issues, but what are the major factors for 2019?
Tim Keegan dives deep into the archive for a few classics, including Roger Montgomery, Noel Whittaker, Chris Cuffe and David Bell, plus one of our ever-popular ebooks on lessons from making a mistake.
With almost one thousand people entering retirement in Australia every day, they face different challenges to managing an investment portfolio in the accumulation stage.
This brief history of the GFC and the lessons we should learn is a reminder that similar events will happen again at some stage, and this time we have no excuse not to be ready.
Active ETFs have many similarities with actively-managed funds, but the key differences are due to investing via an exchange versus a platform. Investors now have another option to consider.
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.
After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it’s a welcome addition to the asset class.
At its core, successful investing is simple, but we have a knack of making it look complex. Here are five basic lessons that demonstrate key aspects of investing.
Boom-bust cycles are inevitable and at some point, there will be a market correction although different to the GFC. Many of the signs of excess that normally precede severe and prolonged bear markets are not present yet.
A retirement financial plan must consider longevity, health and liabilities, making it far more complicated than the simpler investment strategy in the accumulation phase.
General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.