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Articles from: Economic update to Brace for a bit of volatility

Economic update

Author: Donal Curtin
Date: 19 Sep 2014

To read the latest Economic Update please click here .

Ways to beat the 3 per cent inflation rate

Author: Elizabeth Moran
Date: 26 Aug 2014

Not long ago, low inflation and high interest rates meant investors could easily get a good real return just by putting their money in the bank

Perpetual named Fund Manager of the Year

Author: Christine St Anne
Date: 03 Mar 2014

Perpetual Investments has been named Fund Manager of the Year in the Australian Morningstar Awards 2014

Luck and skill: can you tell the difference?

Author: Jason Stipp
Date: 17 Jun 2013

Whether in sports or investing, the role of luck in winning streaks is both underappreciated and increasing, said Credit Suisse managing director and author Michael Mauboussin during the kick-off keynote at the 2013 Morningstar Investment Conference in Chicago

3 global banking opportunities

Author: Nicholas Grove
Date: 26 Jun 2014

In a recent interview with The Australian Financial Review , Sydney-based fund manager Wayne Peters, whose Peters MacGregor Global Fund [11512] has outperformed both the Magellan Global Equities Fund [15699] and the Platinum International Fund [4505] over the past five years, shares his views on the current prices of the big Australian banks versus their overseas counterparts

3 potential winners from A$ decline

Author: Nicholas Grove
Date: 18 Jun 2013

The Australian dollar has lost about 10 cents over the past two months, falling from 1.05 US dollars in mid-April to 0.95 US cents in mid-June - and this recent weakness is looking likely to be structural in nature rather than just being a short-term "dip," according to a number of pundits.

Wide swings likely in 2014

Author: Lesley Beath
Date: 13 Jan 2014

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

The emotion factor in buying and selling

Author: Karl Siegling
Date: 19 Nov 2013

Following on from our first two articles on investor behaviour and emotion , we will briefly outline an oversimplified way of dealing with market and human behaviour

SMSF sector reaches tipping point

Author: Rachael Micallef
Date: 14 May 2013

Self-managed super funds (SMSFs) have reached a "tipping point," with drawdowns likely to exceed growth in the sector over the next 10 years, according to DEXX&R's May Market Projections report

Taxing the advantages of ETFs

Author: Michael Brown
Date: 21 Oct 2013

Efficiency is a big reason why exchange-traded funds (ETFs) are gaining popularity with Australian investors

Economic update

Author: Donal Curtin
Date: 19 Aug 2014

To read the latest Economic Update please click here .

Metcash: Opportunity or value trap?

Author: Christine St Anne
Date: 27 Mar 2014

It was only a year ago when BHP Billiton (BHP) and Rio Tinto (RIO) were posting falling profits amid share price falls

Bulls and bears in tug of war

Author: Lesley Beath
Date: 27 May 2014

Overview

BHP's earnings beat forecasts, dividend disappoints

Author: Christine St Anne
Date: 18 Feb 2014

Companies covered in this report: • BHP Billiton • Coca-Cola Amatil • CFS Retail Property Trust Group

Westpac and the holy grail

Author: Christine St Anne
Date: 12 Nov 2013

Three of Australia's big four banks recently announced some impressive profit results for the 2013 fiscal year

High-speed trading swindling value investors

Author: Owen Holdaway
Date: 05 Jun 2013

According to new research by the Industry Super Network (ISN), value investors are being hurt by the increasing use of high-frequency trading in the Australian capital markets

Does your SMSF run like a Ferrari?

Author: Aaron Dunn
Date: 16 Apr 2014

Many trustees operating a self-managed super fund (SMSF) never truly realise the potential of a vehicle recognised as the most powerful way to save for your retirement

New stage in bull market

Author: Lesley Beath
Date: 10 Jun 2014

Overview

Housing versus your portfolio

Author: Christine St Anne
Date: 02 Jul 2014

It's no secret that Australians have a love affair with residential property

Market Index Performance l September 2014

Author: Morningstar
Date: 07 Oct 2014

Look beyond the major indices

Author: Lesley Beath
Date: 03 Mar 2014

Overview

Winning dividend stocks

Author: Christine St Anne
Date: 13 Sep 2013

Despite a tough environment, more companies lifted than cut their dividends in the most recent earnings season

Get ready for new ATO penalties

Author: Christine St Anne
Date: 25 Jun 2014

Next month, self-managed superannuation fund (SMSF) trustees face a new penalty regime under the Australian Taxation Office (ATO)

Will Ukraine crisis topple markets?

Author: Emma Wall
Date: 07 Mar 2014

Economists give their view on the impact of Ukraine's problems on the global economy - and how it may affect equity and commodity markets

Are IPOs suited to all investors?

Author: Christine St Anne
Date: 11 Oct 2013

Many investors have been excited about the strong pipeline of companies that are planning to float this year

Further corrective activity likely

Author: Lesley Beath
Date: 21 Oct 2014

Overview

ANZ boasts bumper profit, dividend

Author: Nicholas Grove
Date: 29 Oct 2013

Australian and New Zealand Banking Group (ANZ) on Tuesday announced an 11 per cent rise in cash profit before one-off items to $6.5 billion for the financial year ended September 2013, beating both Morningstar's and the market's expectations

Have IPOs really underperformed?

Author: Anthony Serhan
Date: 09 Dec 2014

Initial public offerings (IPOs) on the Australian share market should be one of the shining lights of our retirement system

3 bad reasons to sell a fund

Author: Christine Benz
Date: 08 Oct 2014

The decision about whether to sell a fund is usually not clear-cut, even in hindsight

Brace for a bit of volatility

Author: Lesley Beath
Date: 01 Sep 2014

Overview

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