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Articles from: 5 ways to overcome market noise to Another hit to SMSFs?

5 ways to overcome market noise

Author: Christine St Anne
Date: 09 Sep 2014

If you had invested $10,000 in the Fidelity Australian Equities [12292] fund in 2008, you would have doubled your investment to $23,000 by 2014

Getting your tax strategy right

Author: Rob Hay
Date: 02 Jun 2014

It was the night before 30 June and all through the house ..

14 questions for Kerr Neilson

Author: Christine St Anne
Date: 18 Jun 2014

1) Since founding Platinum Asset Management in 1994, you have primarily focused on global portfolios

Russell shifts to alternative bond strategies

Author: Owen Holdaway
Date: 17 May 2013

Russell Investments has reorientated its portfolios away from traditional fixed income towards alternative and emerging market strategies, in light of new research

3 top emerging-markets investments

Author: Nicholas Grove
Date: 12 Jun 2014

In a recent article , Ibbotson Associates Australia senior portfolio manager Nimalan Govender puts forward his case that emerging-market equities have become "increasingly compelling" from a valuation point of view

Europe's economy is stable, but is it healthy?

Author: Andrew Balls
Date: 05 Jun 2014

What is PIMCO's secular outlook for Europe? The central idea in our global secular outlook is for a New Neutral policy rate for central banks, with the US Federal Reserve's rate likely to be close to 0 per cent in real terms, adjusted for inflation, over the next three to five years.

Can your fund manager outperform?

Author: Tom Whitelaw
Date: 06 Nov 2014

We have been commenting on the active share of the fund managers under our coverage for the past four years and this was accompanied by a dedicated research white paper, Active Share: The Activeness of Large-Cap Australian Share Fund Managers (November 2011), that delved into the issue in more detail

Fixed-interest fund landscape widens

Author: Kathryn Young
Date: 19 Jun 2014

Australia's fixed-income fund landscape has matured over the past few years

Beginning of major bear market?

Author: Lesley Beath
Date: 14 Oct 2014


Bonds show most potential

Author: Lesley Beath
Date: 16 Sep 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

Fed minutes show sharp divide

Author: AAP Premium Content
Date: 11 Jul 2013

Minutes of their 18-19 June policy meeting show many of the 19 officials felt the job market's improvement would have to be sustained before the Fed would scale back its bond purchases, which have helped support spending and growth, lifted stocks and kept mortgage rates near record lows

Westpac announces special dividend

Author: Nicholas Grove
Date: 04 Nov 2013

Westpac Group (WBC) on Monday announced a cash profit of $7.1 billion for the fiscal year to September 2013, up 8 per cent on the previous year

BHP and Rio deliver the goods

Author: Nicholas Grove
Date: 17 Jul 2013

This week, Australian resources giants BHP Billiton (BHP) and Rio Tinto (RIO) , whose fates are largely tied to that of the Chinese economy, released what can only be described as pleasing sets of production figures.

5 high-quality Australian stocks

Author: Nicholas Grove
Date: 26 Mar 2014

Bennelong Australian Equity Partners took out the top gong in the Domestic Equities Category at the recent Australian Morningstar Awards 2014

Australia's ETF market on stellar run

Author: Arian Neiron
Date: 06 Aug 2014

Australia's exchange-traded products (ETPs) industry is quickly evolving into a sophisticated market for investment products

Can we keep on the upside of 5000?

Author: Christine St Anne
Date: 03 May 2013

It was a stellar start to 2013 for the Australian Securities Exchange (ASX)

A new form of financial advice

Author: Peter Arnold
Date: 05 Jan 2015

Wealth advice and how it is delivered is changing and technology is helping introduce a range of new options for investors

Oil's slide and investing conditions

Author: Jeremy Glaser
Date: 18 Dec 2014

On what has been the biggest driver in the slide in oil prices ..

5 predictions for the US economy

Author: Bob Johnson
Date: 14 Jan 2015

1) Growth While our overall economic forecast for 2014 and 2015 GDP are little changed from our third-quarter update, some of the pieces have changed quite dramatically

Market Index Performance l December 2014

Author: Morningstar
Date: 05 Jan 2015

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

A hard landing for China?

Author: Andy Brunner
Date: 12 Jan 2015

It is well-known that growth rates in the Chinese economy are in long-term structural decline as the authorities attempt to transition to a slower and more sustainable pace of growth

Is the oil price near a low?

Author: Lesley Beath
Date: 16 Dec 2014


5 golden stock picks revealed

Author: Nicholas Grove
Date: 10 Dec 2014

Investment strategies with Morningstar Analyst Ratings of Gold, Silver, or Bronze carry the prestige of being labelled a "Morningstar Medallist"

Tips to avoid an ATO audit breach

Author: Michael Hallinan
Date: 23 Dec 2014

An auditor contravention report (ACR) may never happen for your fund, but wouldn't it be nice to be prepared just in case? Around 11,000 ACRs were issued in the last financial year (2013-14)

A bit of a conundrum

Author: Lesley Beath
Date: 13 Jan 2015


3 bank myths debunked

Author: Christine St Anne
Date: 12 Dec 2014

The lessons behind the classic fable Chicken Little could easily have been applied to media reporting in the lead-up to the Financial Services Inquiry (FSI)

The ECB's shifting regimes

Author: Andrew Bosomworth
Date: 15 Dec 2014

The European Central Bank (ECB) is likely to commence a broad-based asset-purchase programme, that is, quantitative easing (QE), in the first quarter of 2015

Make sure you SuperStream, not SuperScream

Author: Graeme Colley
Date: 16 Dec 2014

Do you have a self-managed superannuation fund (SMSF) that receives contributions from an employer with more than 20 employees? If you do, then the SuperStream changes may have an impact now

What diversification means for your portfolio

Author: Phillip Gray
Date: 07 Jan 2015

One of the most important principles of investing is called "diversification"

Another hit to SMSFs?

Author: Christine St Anne
Date: 11 Dec 2014

Self-managed superannuation fund (SMSF) trustees face two big challenges following the release of this week's Financial System Inquiry (FSI) report

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