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Articles from: Strength remains in small caps to Small, mid caps to outperform

Strength remains in small caps

Author: Christine St Anne
Date: 13 Jun 2013

In 2012, the Hyperion Small Growth Companies [4242] fund outperformed its benchmark by a stunning 15 per cent, delivering a 33 per cent return for the year

Better yield prospects with ETFs?

Author: Christine St Anne
Date: 14 Aug 2013

The desire for yield continues to intensify as domestic interest rates hit historic lows

All Ords issues warning signal

Author: Lesley Beath
Date: 05 May 2014


Test your investment knowledge

Author: Phillip Gray
Date: 01 Nov 2013

Aussie equities: Where will growth come from?

Author: Christine St Anne
Date: 10 Oct 2014

In the absence of revenue growth, cost-cutting and lower interest expense were the main contributing factors to recent earnings growth, Morningstar head of equities research Peter Warnes says in a September Your Money Weekly column

Tax matters: Choose your investments carefully

Author: Alex Prineas
Date: 05 Jun 2014

4 lessons from recent IPOs

Author: Christine St Anne
Date: 28 Jun 2013

A tale about a small listed company that morphed into a large sustainable business is an oft-recurring investment yarn

5 reasons to be upbeat about Aussie stocks

Author: Christine St Anne
Date: 07 Feb 2014

Although caution has typified reporting seasons in recent years, there are still some reasons to be optimistic

Westpac lifts cash profit, dividend

Author: Nicholas Grove
Date: 05 May 2014

Westpac Group (WBC) on Monday announced an 8 per cent rise in cash earnings -- a preferred measure of underlying performance among the big banks -- to $3.8 billion for the half year ended 31 March 2014

Risk not yet eliminated

Author: Lesley Beath
Date: 09 Sep 2014


4 asset classes for the new financial year

Author: Christine St Anne
Date: 11 Jul 2013

Market rallies and market slides characterised the most recent financial year

Reconciling market psychology with fundamentals

Author: Karl Siegling
Date: 23 Oct 2013

In our previous article, Hope, fear and greed , we wrote about the extreme effects psychology can have on the share price of a stock and the market overall

4 reporting season themes

Author: Christine St Anne
Date: 02 Aug 2013

Reporting season will soon get into full swing

Market Index Performance l October 2014

Author: Morningstar
Date: 05 Nov 2014

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

Lend Lease meets guidance, Westfield on track

Author: Nicholas Grove
Date: 27 Aug 2014

Companies covered in this report: • Lend Lease

5 winning asset classes for 2014

Author: Christine St Anne
Date: 17 Jan 2014

Global and Australian equities delivered strong returns in 2013

Finding prospects amid mining gloom

Author: Christine St Anne
Date: 18 Dec 2013

Mining gloom has replaced the mining boom

Why performance-chasing is wrong

Author: John Rekenthaler
Date: 03 Dec 2014

Vanguard has issued a new (short) report called, Quantifying the impact of chasing fund performance

Will Japan be the new China?

Author: Christine St Anne
Date: 18 Oct 2013

Concerns remain about the inevitable slowdown in China's growth

4 investment trends for 2014

Author: Christine St Anne
Date: 13 Jan 2014


James Hardie delivers special dividend

Author: Nicholas Grove
Date: 22 May 2014

James Hardie Industries (JHX) on Thursday announced a 40 per cent rise in operating profit to US$197.2 million for the fiscal year ended 31 March 2014

Estate planning a pull factor for SMSFs

Author: Katarina Taurian
Date: 07 Jun 2013

The increasing focus on estate planning as one of the benefits of a self-managed super fund (SMSF) is contributing to the popularity of SMSFs broadly, according to Peter Burgess, head of policy and technical at AMP SMSF

CBA posts mega profit, Suncorp pays special dividend

Author: Christine St Anne
Date: 13 Aug 2014

Companies covered in this report: • Commonwealth Bank of Australia

Cyclical outlook for the Americas

Author: PIMCO analysts
Date: 15 Apr 2014

PIMCO's outlook for the US economy in the year ahead has improved slightly from December to a range of 2.5 per cent to 3 per cent growth in real GDP

Amcor result in line, Toll lifts profit

Author: Nicholas Grove
Date: 19 Aug 2014

Companies covered in this report: • Amcor

Rebalancing appears to be broadening

Author: Paul Bloxham
Date: 28 Oct 2013

Australia's economic growth is showing more signs of rebalancing

5 steps to protect your retirement

Author: Chris Hogan
Date: 03 Feb 2014

Sequencing risk is the risk of receiving a series of poor investment returns at the wrong time, such as when an investment portfolio balance is at its highest level

Implications under the new ATO penalties

Author: Aaron Dunn
Date: 21 Mar 2014

He will be speaking at the Morningstar SMSF Trustee Strategy Day in April

Cash flow: A critical measure

Author: Karl Siegling
Date: 17 Sep 2014

In our seven preceding articles for Morningstar, we have discussed the psychology of the market, as well as a number of fundamental measures commonly used by the investment industry

Small, mid caps to outperform

Author: Lesley Beath
Date: 11 Mar 2014


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