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Articles from: Slowing profit growth but renewed retail vigour for Magellan to Relapse in iron ore rally inevitable

Slowing profit growth but renewed retail vigour for Magellan

Author: Glenn Freeman
Date: 11 Aug 2016

Global fund manager Magellan Financial Group (ASX: MFG) on Thursday announced $198.4 million in net profits after tax for fiscal 2016, up 14 per cent on fiscal 2015

Hedge funds outperform, but who's listening?

Author: Nicki Bourlioufas
Date: 11 Mar 2016

Hedge funds got a bad rap in the press in the years that followed the global financial crisis (GFC) and many Australian investors have steered clear of them

Could the Aussie banks outperform?

Author: Lesley Beath
Date: 06 Sep 2016

As far as global equity markets are concerned, Australia took the wooden spoon last week

Here are the earnings season standouts and disappointments

Author: Anthony Fensom
Date: 14 Sep 2016

Amid subdued expectations, which were the biggest winners and losers? Morningstar's head of equities research, Peter Warnes, said the 2016 season "was reasonable and a little better than generally expected" under the circumstances.

Economic update

Author: Julian Robertson and Donal Curtin
Date: 15 Oct 2013

Here's why SMSF asset allocations need to change

Author: David Wanis
Date: 29 Sep 2016

As part of our team discussions around how investors can achieve the best outcomes from their portfolios, Schroders recently conducted some analysis of ATO data on SMSF portfolios--looking in particular at asset allocations

Dexus reports growth in earnings and distributions for FY16

Author: Glenn Freeman
Date: 17 Aug 2016

The Australian REIT reported more modest gains on the income front, announcing a distribution of 43.5 cents a share, up 6 per cent on fiscal 2015

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

These ASX stocks will be winners from Trump's election victory

Author: Anthony Fensom
Date: 14 Nov 2016

Sell bonds and buy US stocks

Economic update

Author: Julian Robertson and Donal Curtin
Date: 25 Jul 2013

Themes that ran through May continued into June as world and local equity markets had a difficult month, particularly until 24 June

Troubled times for super

Author: Anthony Fensom
Date: 01 Aug 2016

What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:

Top emerging-markets opportunity

Author: Nicholas Grove
Date: 26 Sep 2014

When Pink Floyd's Roger Waters wrote the seminal and highly influential Another Brick in the Wall in the late 1970s, he could not have imagined the protest song would be used decades later to help illustrate a different approach to emerging-markets investing

Here's a top-rated exposure to Japanese equities

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

SMSF assets fall as shares slide, property on the rise

Author: Nicki Bourlioufas
Date: 29 Jun 2016

But property and cash deposit exposures grew, reflecting a flight to the perceived safety of these asset classes

Economic update

Author: Donal Curtin and Julian Robertson
Date: 19 Aug 2013

Australian wealth drops, lower rates to have mixed impact

Author: Nicki Bourlioufas
Date: 13 Jul 2016

As at the end of the March quarter 2016, Australian household net worth fell to $8.64 trillion, down from $8.65 trillion in the December 2015 quarter, according to new data from the Australian Bureau of Statistics (ABS)

Retirees draw on super slowly, don't blow the cash

Author: Nicki Bourlioufas
Date: 11 Aug 2016

Retirees are increasingly choosing to access their superannuation through income streams rather than lump sums, and the trend will only continue, with more than one in four Australian retirees drawing a pension from their superannuation funds, official figures reveal, with the average withdrawal at $502 a week

Focusing on absolute returns

Author: Stuart Dear
Date: 17 May 2016

Our flagship fixed-income portfolio is designed to be a key defensive allocation within broader portfolios

Growth headwinds continue in Asia

Author: PIMCO
Date: 05 Jan 2015

First is the effectiveness of expected further policy support in the region as policymakers continue to support growth

Why export-mad Germany and the euro can't coexist indefinitely

Author: Michael Collins
Date: 16 Aug 2016

The Eurozone, after eight years, has just achieved an economic feat that took the world economy just one year to complete

Australian market action encouraging

Author: Lesley Beath
Date: 21 Sep 2016

It was relatively quiet on the S&P 500 last week, with the index basically flat on the week

Will CBA continue to underperform its peers?

Author: Nicki Bourlioufas
Date: 14 Sep 2016

Analysts are divided on the outlook for the big four banks and impending changes to capital requirements has been weighing on the sector, especially the nation's biggest financial institution, the Commonwealth Bank of Australia (ASX: CBA)

Always cry over spilt milk

Author: Jeremy Grantham
Date: 20 May 2016

Six months ago I wrote a 30-page, 24-exhibit paper, which I finally realised would have a strong appeal to six or seven strategists and no one else

Something amazing about to happen in China

Author: Richard Watt
Date: 21 Nov 2016

This is amazing not because it will offer better investment opportunities in China, but because it represents a key part of the incredible story of the Shenzhen Stock Exchange, the companies listed on it, and the city it sits in

Finding growth in emerging markets

Author: Simon Dorricott
Date: 20 Jul 2015

Emerging market investors had a difficult time in 2014, with returns lagging developed markets

Brexit: Surviving the fallout

Author: Anthony Fensom
Date: 05 Jul 2016

But while Britain and the EU are facing the biggest impact, Australia is not immune to the fallout

Brambles' profit meets guidance, CEO retires

Author: Nicholas Grove
Date: 18 Aug 2016

Brambles Limited (ASX: BXB) on Thursday announced an underlying profit of US$623.1 million for fiscal 2016, up 8 per cent on the prior year in constant currency terms, and underlying earnings per share (EPS) of 39.5 US cents, up 7 per cent

2 ways to invest in education

Author: Glenn Freeman
Date: 25 Jul 2016

If you're able to live with a little risk, G8 Education (ASX: GEM) may be worth considering

Are SMSF assets too defensive?

Author: Nicki Bourlioufas
Date: 14 Mar 2016

The assets of self-managed superannuation funds (SMSF) jumped in the December quarter of 2015, spurred on by a strong rise in values of their equities

Relapse in iron ore rally inevitable

Author: Nicki Bourlioufas
Date: 06 May 2016

While the iron ore price has bounced back in recent times there is still more pain to come for the smaller iron ore miners, who still face burgeoning supply and an ongoing focus on cost reduction, which will push some out of the higher-cost producers out of the industry

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