Melbourne and Sydney rank well among Asian commercial property markets, with relatively high yields, constrained supply and changing use of industrial property driving demand.
Tag Archives | investing
Depending on the type of fund you use and whether you pay for advice, there is a large difference in the size of fees. It might be worth paying for extras but choose the fund and advice level that suits you.
There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.
High debt, wealth inequality, increasing automation, ageing population, and climate change are among the most significant structural headwinds the global economy faces today. What could this mean for equity investors?
What cost $1 in 1988 now costs $2.29 adjusted for inflation. We should make return calculations in real terms or we are deluding ourselves about investment performance over longer terms.
It’s too easy to look at a long-term chart of rising share prices and be reassured about performance. But adjusted for inflation, many of our largest companies have gone nowhere in half a century.
ETFs have grown rapidly in popularity and diversity, but like managed funds, not all products will survive for the long term and there are consequences if a small-scale ETF is closed by its issuer.
In many valuations, the ‘Golden Rule’ is being broken. Earnings growth is assuming the sort of strong economic activity that would trigger higher interest rates, yet investors are delinking the two.
For a Special 250th Edition, we asked: “What is an enduring investment lesson you learned from making a mistake?” and we received a wide range of responses that might prevent someone from repeating the same error.
A former professional footballer draws five lessons from his sporting life into his current career in finance. Success in one year in no way ensures that the next time will be any easier.
Sir Michael Hintze founded CQS in 1999 and it has established itself in London as a major credit-focused, global, multi-strategy asset manager with AUD20 billion under management. We chatted on his recent visit to Australia.
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.
Howard Marks explains that he has never told investors ‘it’s time to get out’, and while he does not see bubble conditions, future returns are likely to be subdued based on current high prices.
Chris Cuffe has selected his favourite articles from five years of Cuffelinks, presented here in a free ebook.