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Articles from: Top global fixed-interest returns to Painting a worrisome picture

Top global fixed-interest returns

Author: Nicholas Grove
Date: 10 Mar 2014

Boutique global fixed-income manager Bentham Asset Management was recently named the winner in the Fixed-Interest Category at the Australian Morningstar Awards 2014

Shoot first, ask questions later

Author: Martin Conlon
Date: 10 Mar 2017

Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market

AXA merger drives AMP wealth business growth

Author: Aleks Vickovich
Date: 10 May 2013

Benefits flowing from the merger with AXA account for the increased cash flows reported by AMP Limited's (AMP) wealth management and retail platform businesses, says AMP chief executive and managing director Craig Dunn

Earnings head south for South32

Author: Anthony Fensom
Date: 26 Aug 2016

Hit by an average 21 per cent price reduction for its commodities, particularly aluminium and alumina, revenue dropped by 25 per cent to US$5.8 billion, with the company warning of continued tough times

End-of-year SMSF tax considerations

Author: Melanie Dunn
Date: 20 Jun 2016

Here are just a few key tax considerations to be aware of to help you and your self-managed superannuation fund make the most of available tax deductions and concessions

Bond investors: Diversify or lose cash, says JPMorgan

Author: Bill Eigen
Date: 17 Jan 2017

Nowhere is this truer than in fixed income right now, and I hope that investors diversify before it's too late

The Bank of Japan breaks more taboos

Author: Simon Doyle
Date: 31 Oct 2016

The Bank of Japan, in its quest to revive Japan's deflation-prone economy, pioneered zero cash rates in 1999, invented quantitative easing in 2001 and resorted to negative deposit interest rates earlier this year

Economic Update | January 2016

Author: Morningstar
Date: 27 Jan 2016

Here are 5 top small-cap stocks in an award-winning strategy

Author: Nicholas Grove
Date: 13 Mar 2017

Morningstar cited the shop's "value and quality discipline, skilful application of a sensible process, and savvy people" as the rationale behind its bestowing of the award

Free trade is under threat

Author: Michael Collins
Date: 08 Aug 2016

Donald Trump, the Republican presidential nominee, went to an aluminium recycling plant in Pennsylvania in June and declared that globalisation "has left millions of our workers with nothing but poverty and heartache"

Bond market down but not out despite hitting 30-year low

Author: Glenn Freeman
Date: 25 Jan 2017

The declining value of fixed-income portfolios through the final quarter of 2016 was a sharp contrast to the buoyant returns equity investors enjoyed--somewhat unexpectedly--over the same period

3 issues confronting Australian stocks

Author: Andrew Fleming
Date: 08 Dec 2016

This time of the year brings forth a multitude of "year ahead" prognostications

ASIC targets "capital-protected" retail products

Author: Tim Stewart
Date: 02 May 2013

The regulator is currently contacting providers of "capital-protected" retail structured products with concerns about the way the products are being marketed to consumers

The return of the ASX big caps

Author: Anthony Fensom
Date: 13 Apr 2017

"Big-cap" stocks are back in favour with investors again after previously lagging their smaller rivals

Is there still value in AREITs?

Author: Christine St Anne
Date: 26 Jun 2013

This time last year, Ibbotson Associations (a Morningstar company), published an upbeat assessment of the Australian real estate investment trust (AREIT) sector

NAB's 3Q cash profit falls as funding costs, bad debts rise

Author: Nicholas Grove
Date: 15 Aug 2016

National Australia Bank (ASX: NAB) on Monday announced unaudited cash earnings of $1.6 billion for the third quarter to the end of June, down around 3 per cent on both the quarterly average of the March 2016 half-year result and the same quarter in the prior year, as both funding costs and charges for bad debts increased

How to guard yourself financially against dementia

Author: Nicki Bourlioufas
Date: 28 Oct 2016

As Australia's population ages, more of us will pass away due to dementia

Economic update

Author: Donal Curtin
Date: 19 Mar 2014

To read the lastest Economic Update, please click here .

Retail props up Wesfarmers' profit

Author: Anthony Fensom
Date: 24 Feb 2016

A strong performance at the checkout helped Wesfarmers Limited (WES) lift profits in the December half, offsetting weaker earnings in its industrials and resources divisions

QBE's 1H cash profit falls but dividend increases

Author: Nicholas Grove
Date: 17 Aug 2016

QBE Insurance (ASX: QBE) on Wednesday announced a 39 per cent fall in cash profit to US$287 million for the half year ended 30 June 2016, but managed to raise its dividend by 5 per cent as strong cash generation offset the effects of challenging economic conditions

Geopolitical risk and your investments

Author: Brian Parker
Date: 11 Aug 2014

Not surprisingly, geopolitical risks are front of mind for many investors right now

The US economy in 2017: Why uncertainty is the biggest risk

Author: Knowledge@Wharton
Date: 17 Jan 2017

As the Trump Administration settles in to the Oval Office in late January, one of its foremost objectives should be to provide clarity on its policies, according to Patrick Harker, president and CEO of the Federal Reserve Bank of Philadelphia who was formerly dean of Wharton and president of the University of Delaware

Fund manager bullish on 3 sectors in five-year outlook

Author: Glenn Freeman
Date: 16 Jan 2017

Reece Birtles, who heads up Legg Mason's Australian operation, ignores the noise around the imminent inauguration of Donald Trump as President of the United States, focusing instead on the five-year market outlook

AllianceBernstein looks beyond volatility risk

Author: Staff reporter
Date: 24 May 2013

AllianceBernstein has warned investors that the concept of volatility may be inadequate to predict and employ the correct strategies in the current market

Overcoming emotional investing

Author: Karl Siegling
Date: 30 Jul 2015

We spend a significant amount of time explaining to investors our process for entering and exiting investments

Deployment

Author: Kate Howitt
Date: 15 Mar 2016

Disruption is the term that describes the battering that technological advances herald for many people

Low-return environment highlights value in retirement risk advice

Author: Melanie Dunn
Date: 15 Sep 2016

Much has been made of late about how the current low-return environment could have long-lasting consequences, with retirees warned to prepare for future returns lower than historic averages

4 top portfolio maintenance tips

Author: Christine Benz
Date: 02 Apr 2015

The bucket strategy for retirement income appears to be a model of simplicity, at least on the surface

The importance of quality

Author: Arian Neiron
Date: 11 Feb 2016

"It's quality, rather than quantity, that matters." The quote may sound like a tag line from a 1950's advertisement, but surprisingly it comes from Roman Emperor Nero's tutor and adviser, Lucius Seneca.

Painting a worrisome picture

Author: Lesley Beath
Date: 14 Dec 2015

Overview

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