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Articles from: Banks are due for a rest to Finding value in an expensive market

Banks are due for a rest

Author: Lesley Beath
Date: 13 May 2013

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

Investors asking wrong questions about bonds

Author: Rachael Micallef
Date: 27 May 2013

Investors are asking the wrong questions when it comes to the bond market in the current low-interest-rate environment, according to a panel of experts

Fast-growing stocks in the New Neutral

Author: Christine St Anne
Date: 27 Aug 2014

It was global bond manager PIMCO that developed the term "new neutral," a concept that morphed from its original investment thesis, the "new normal"

Hope, fear and greed

Author: Karl Siegling
Date: 25 Sep 2013

Often in the investment industry we hear people say, "I am a fundamental investor" or "We only look at fundamentals"

What a sinking Aussie dollar means for your portfolio

Author: Christine St Anne
Date: 23 Sep 2014

The Australian dollar fell to a six-month low this week

Economic update

Author: Donal Curtin
Date: 19 Nov 2014

To read the latest Economic update please click here .

4 high-growth stocks for Australia Day

Author: Christine St Anne
Date: 24 Jan 2014

With Australia Day close at hand, millions of Australians will soon be celebrating the history of this great nation

3 couples, 3 different portfolios

Author: Elizabeth Moran
Date: 04 Mar 2014

I was in Perth recently and had a lively dinner with three couples with completely different fixed-income portfolios

Odds of topside break slim

Author: Lesley Beath
Date: 26 Aug 2013

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

Economic update

Author: Donal Curtin
Date: 19 Dec 2013

Penalty tax on super abolished: What now?

Author: Andrew Yee
Date: 17 Jul 2014

The Federal Budget changes to the taxing of excess super contributions are welcome

SMSF investors boost exposure to managed funds

Author: Rachael Micallef
Date: 13 May 2013

Self-managed super fund (SMSF) trustees have boosted exposure to managed funds in the wake of continuing interest-rate drops

Medibank: A CBA-style IPO?

Author: Christine St Anne
Date: 23 Oct 2014

The wait is over

Tidal change will benefit active managers

Author: Tim Stewart
Date: 08 May 2013

The big temptation at the moment is to buy low-volatility stocks or "go passive" - but conservative investors could soon be rueing their decision

Quality buys in a market pullback

Author: Christine St Anne
Date: 05 Jul 2013

In late June, a Special Bulletin by Morningstar head of equities research Peter Warnes emphasised that there was still long-term value in the market despite a pullback

Central bankers talk too much

Author: Michael Collins
Date: 29 Oct 2013

Transparency is an absolute good, it seems, for many people

3 top stocks worthy of Warren Buffett

Author: Nicholas Grove
Date: 15 Oct 2014

Earlier this month, billionaire and legendary investor Warren Buffett unveiled plans to buy Van Tuyl Group, the fifth-largest auto dealership company in the United States, for an undisclosed amount

Time to get more bullish?

Author: Lesley Beath
Date: 29 Jul 2014

Overview

Bigger dividends from BHP?

Author: Nicholas Grove
Date: 04 Jun 2013

After only about 12 days in the top job, BHP Billiton's (BHP) new chief executive Andrew Mackenzie, who took the helm from Marius Kloppers, recently sat down with UBS analysts to discuss a three-pronged approach to increasing free cash flow, and therefore, shareholder returns.

Looking for value in small companies

Author: Matthew Brooker
Date: 30 Jan 2014

It's that time of the year when fund managers and strategists forecast share-market returns for the year ahead

Long duration bonds at historically cheap prices

Author: Rachael Micallef
Date: 01 May 2013

With Australian 30-year bonds at historically cheap prices, investors have an opportunity to cash in, according to FIIG Securities

Budget shortfall points to weaker economy

Author: Chris Kennedy
Date: 16 May 2013

A huge revenue shortfall and a less optimistic timetable for a return to surplus may indicate an acceptance that our economy is weaker than it has been in the past, according to leading economists

The benefits of family trusts

Author: Joylon Dare
Date: 04 Jun 2013

Family trusts are still an attractive approach for those looking to build wealth in a tax-effective investment vehicle other than superannuation, despite the ongoing changes to the rules governing such trusts

3 top retail recovery stocks

Author: Nicholas Grove
Date: 29 Jan 2014

The case for a recovery in the Australian retail sector in 2014 is building momentum, according to analysts at UBS

Macquarie posts 35pc rise in 1H profit

Author: Nicholas Grove
Date: 31 Oct 2014

Macquarie Group (MQG) on Friday announced a net profit of $678 million for the half year ended 30 September 2014, up 35 per cent on the same half in the previous year

NAB's profit up after bad debts fall

Author: Nicholas Grove
Date: 31 Oct 2013

National Australia Bank (NAB) on Thursday announced a 9.3 per cent rise in cash earnings before one-off items for the financial year ended September 2013 to $5.94 billion, as a result of higher earnings from all banking businesses and a fall in bad debts

1 stock that's ready to cook

Author: Nicholas Grove
Date: 30 Jun 2014

Morningstar recently launched its stewardship ratings for Australian and New Zealand stocks, which assess a company's stewardship of shareholder capital as either being exemplary, standard or poor

Cautious investors miss emerging market opportunities

Author: Rachael Micallef
Date: 09 May 2013

Investors who remain cautious on emerging markets are missing long-term growth opportunities, according to Capital Group

Market Index Performance l January 2014

Author: Morningstar
Date: 06 Feb 2014

Click here to download the Market Index Returns table for January 2014.

Finding value in an expensive market

Author: Christine St Anne
Date: 29 May 2013

The biggest challenge in the current market is finding assets that are undervalued, according to MLC senior investment strategist Michael Karagianis

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