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Articles from: Super robots marching on member funds to Macquarie reports $2.2bn full-year profit

Super robots marching on member funds

Author: Glenn Freeman
Date: 05 Apr 2017

The noise around automated financial advice--known colloquially as robo-advice--has been building for years

BlackRock sends in the clones

Author: John Rekenthaler
Date: 05 Apr 2017

The world's largest investment manager--Vanguard is the leading mutual fund company both in the United States and globally, but BlackRock runs more assets in all forms--swapped living, breathing people for stock-picking models

Putting the perspective into politics

Author: Paras Anand
Date: 04 Apr 2017

Paras Anand, Fidelity International's CIO equities, Europe, argues that the heightened sense of a political "black swan" event is overshadowing the important trends of a reduction in systemic risk since the GFC and the relentless onward march of technology

Can your SMSF invest in gold?

Author: Eleanor Tjondro
Date: 03 Apr 2017

A recent client enquiry led us to take a closer examination of the types of assets an SMSF can invest in

Some things you should know about the super changes

Author: Genene Wilson
Date: 06 Apr 2017

There is a one-time opportunity for total contributions of up to $575,000 before 30 June for some people

Reflections on an asset class

Author: Stuart Dear
Date: 21 Apr 2017

The economic data and sentiment indicators--in most parts of the world--continue to suggest a renewed expansion phase for the global economy

Why is stock-market volatility so low?

Author: Scott Berg
Date: 12 Apr 2017

This perspective is demonstrated by the MSCI AC World Index returning 7 per cent year to date and more than 10 per cent since the US election, to 31 March, with resolute and largely uninterrupted upward momentum

Are Aussie companies on the edge of a dividend spiral?

Author: Glenn Freeman
Date: 11 Apr 2017

Among ASX 200 financials, industrials, and commodities stocks, dividend payouts are tipped to exceed $72 billion by June this year, according to February 2017 data from Credit Suisse

Investors turning away from negative ESG screening

Author: Glenn Freeman
Date: 21 Apr 2017

Around 90 per cent of asset managers in the Asia-Pacific region intend to move beyond "negative screening" ESG approaches over the next two years, the study found

Equity markets priced for too much hope, says Gross

Author: Bill Gross
Date: 20 Apr 2017

A recent internet blog posed the predicament of many medium/long-term relationships: At some point couples run out of historical stories or even topical things to say

Investing in infrastructure in a rising rate environment

Author: Arian Neiron
Date: 26 Apr 2017

On the contrary, history has shown that global listed infrastructure securities can perform well after an interest rate hike

Trump: 100 days in office

Author: Stephen Mitchell
Date: 26 Apr 2017

The rally in global stock markets following the election of Donald Trump came about on expectations, so far largely unrealised, that his presidency would usher in a new era of low taxation, market deregulation and infrastructure spending that would boost US growth, with a positive knock-on effect for economies worldwide

Lessons in value creation

Author: Andrew Fleming
Date: 19 Apr 2017

It's when we ask how that value is created, and measured, and assessed as being structural or cyclical, let alone whether value creation is a purpose or an outcome, that the conversation starts to go awry and take many different forms

Far from up against a wall

Author: Tom Stevenson
Date: 18 Apr 2017

During the first three months of the year, contrary to conventional wisdom, the top-performing stock markets have not been in the US, not even in a resurgent Europe, but in the emerging markets

Here's where value is emerging in healthcare stocks

Author: Nicki Bourlioufas
Date: 24 Apr 2017

The Medicare Benefits Schedule (MBS) Review Taskforce is considering how the more than 5,700 items on the MBS can be aligned with contemporary clinical evidence and practice, and improve health outcomes for patients

These 3 miners may be over-exposed to China

Author: Glenn Freeman
Date: 19 Apr 2017

The outlook for the Australian economy over the next two quarters may be strong, but the sustainability of the commodities rally is a key question

Strong upside for this stock despite medical study stumble

Author: Glenn Freeman
Date: 01 May 2017

Overall survival rates of patients treated with the small particle technology developed by Sirtex (ASX: SRX) weren't noticeably different to those achieved using existing treatments, according to the recently-released results of the SARAH medical study

ANZ posts $3.4bn half-year cash profit, flat dividend

Author: Nicholas Grove
Date: 02 May 2017

Statutory profit after tax for the half stood at $2.9 billion, up 6 per cent on the prior comparable period, the bank said in a statement to the ASX

North Korea's threats fail to rattle markets

Author: Anthony Fensom
Date: 03 May 2017

North Korea has threatened nuclear war against Australia and other US allies, amid a growing geopolitical crisis on the Korean Peninsula

Are market expectations realistic?

Author: Peter Warnes
Date: 05 May 2017

Global equities markets remain at elevated levels, buoyed by expectations the economic tide has turned and accelerating growth is on our doorstep

Why investors will remain high on pot stocks

Author: Nicki Bourlioufas
Date: 27 Apr 2017

Medicinal cannabis has been found to be effective in treating chronic pain management, epilepsy, and chemotherapy-induced nausea

Here's how the tax advantages of ETFs can boost returns

Author: Nicki Bourlioufas
Date: 08 May 2017

Investors could be better off from a tax perspective by investing in passively managed exchange-traded funds (ETFs) rather than actively managed funds, but they need to check their ownership vehicle will deliver those benefits, according to experts

NAB lifts half-year cash profit to $3.3bn

Author: Nicholas Grove
Date: 04 May 2017

National Australia Bank (ASX: NAB) on Thursday announced a cash profit before one-off items of $3.29 billion for the first half of fiscal 2017, up 2.3 per cent on the same half in the previous year and broadly in line with Morningstar's forecast

Boon in software spending lifts ASX-listed IT stocks

Author: Nicki Bourlioufas
Date: 11 May 2017

The IT sector in Australia is growing rapidly as spending on computer software increases and many listed companies are benefiting from that rising expenditure, highlighted by accounting software company Xero's (ASX: XRO) strong result on Thursday

Positive quarterly sales result but Woolworths not out of woods

Author: Glenn Freeman
Date: 02 May 2017

"We are pleased with the progress we have made on our key priorities, with the strong sales growth in Australian Food during the quarter a particular highlight," said Brad Banducci, group CEO, Woolworths (ASX: WOW )

100-day action plan to make America great again

Author: Tom Stevenson
Date: 05 May 2017

It is good to under-promise and over-deliver

Westpac records in-line $4bn half-year cash profit

Author: Nicholas Grove
Date: 08 May 2017

Westpac Group (ASX: WBC) on Monday announced a 3 per cent rise in cash profit before significant items to $4 billion for the half year ended 31 March 2017, in line with both consensus and Morningstar's forecasts

Thinking outside the cube

Author: Peter Warnes
Date: 28 Apr 2017

In last week's Overview, I explored the reasons why I believe TPG Telecom (ASX: TPM) decided to become Australia's fourth mobile operator

Treasurer hands down "tax, spend, build" budget

Author: Glenn Freeman
Date: 10 May 2017

Australia's financial services sector, particularly the big four banks, are among the new taxation targets of Budget 2017, with banks holding liabilities of more than $100 billion to be slugged with a new 6-basis-point levy on liabilities

Macquarie reports $2.2bn full-year profit

Author: Nicholas Grove
Date: 05 May 2017

Macquarie Group (ASX: MQG) on Friday announced a net profit of $2.2 billion for fiscal 2017, up 7.5 per cent on the previous year and just a touch above both Morningstar and consensus expectations for a figure of around $2.1 billion

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