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Articles from: Emerging countries are struggling to Every financial crisis is different

Emerging countries are struggling

Author: Michael Collins
Date: 30 Nov 2015

Brazil's government debt is now rated junk, only seven years after it gained investment-grade status

The appeal of managed portfolios

Author: Andrew Alcock
Date: 12 Jan 2016

Oscar Wilde is quoted to have said: "With age comes wisdom, but sometimes age comes alone." When it comes to investing, the needs of investors have traditionally been determined according to their age, with generations typically grouped as Baby Boomers, Generation X and Generation Y

Risks and opportunities in 2016

Author: AllianceBernstein
Date: 04 Jan 2016

Investments in healthcare and transport infrastructure stocks may help Australian equity investors withstand some of the expected market volatility during 2016, while fertiliser manufacturers, airlines and some discretionary retailers could provide value opportunities

Make your super last while you do

Author: Vicky Kuok
Date: 11 Jan 2016

After three decades of development in the Australian superannuation system since the Keating days, the time has come for Australians to enjoy a share of the $2-trillion nest egg--the fourth-largest in the world

China's FX policy in a tough balancing act

Author: Anthony Chan
Date: 29 Jan 2016

An ongoing liberalisation of China's currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle

Managing chronic anaemia

Author: Simon Doyle
Date: 28 Jan 2016

We have been defensively positioned for some time as we have consistently argued that generally extended valuations left little upside for investors and that capital preservation was paramount

Safe withdrawal rates for Australian retirees

Author: David Blanchett/Anthony Serhan/Peter Gee
Date: 02 Feb 2016

There is a growing body of literature on safe withdrawal rates for retirees

Japan's bizarrely brief "technical recession"

Author: Michael Collins
Date: 22 Jan 2016

Revisions are a normal part of compiling economic statistics, especially when it comes to the all-encompassing national accounts that track GDP

Avoiding the bequest trap

Author: Austock Life
Date: 02 Feb 2016

An often overlooked investment can give parents in blended families the certainty that their nominated beneficiaries will receive their bequest without challenges from disgruntled family members

Telstra lifts 1H profit, reaffirms guidance

Author: Nicholas Grove
Date: 18 Feb 2016

Telstra (TLS) on Thursday announced a net profit after tax of $2.1 billion for the first half of fiscal 2016, up 0.8 per cent on the previous corresponding half year, on the back of growth in retail fixed bundle and mobile customer numbers

Rise of the Scrap Age

Author: Morningstar
Date: 01 Mar 2016

Beaten-down iron ore and metallurgical coal prices have prompted investors to wonder whether we've finally reached a bottom

Same song still on repeat

Author: Martin Conlon
Date: 16 Mar 2016

Investment strategy of recent years has been somewhat monotonous

Medibank Private posts 58pc profit rise

Author: Nicholas Grove
Date: 19 Feb 2016

Australia's largest private health insurer Medibank Private (MPL) on Friday announced a 58 per cent rise in net profit to $227.6 million for the half year ended 31 December 2016

Bennelong, Hyperion, and Vanguard finalists for Fund Manager of the Year

Author: Phillip Gray
Date: 29 Feb 2016

We've announced the finalists in this year's Australian Morningstar Awards

Sunshine, lollipops and ...

Author: Bill Gross
Date: 14 Mar 2016

Our sun--a rather tiny star in the galactic scheme of things--seems inexhaustible

Key compliance risk for SMSFs in 2016? Pensions!

Author: Melanie Dunn
Date: 10 Mar 2016

An ugly deleveraging

Author: Andrew Bosomworth
Date: 04 Apr 2016

Here's a critical question for investors in Europe: Can the European Central Bank (ECB) orchestrate a beautiful deleveraging? It is clear that bail-ins and haircuts are likely to play a larger role going forward in reducing unsustainable debt burdens

ATO's LRBA guidelines: A safe harbour?

Author: Michael Hallinan
Date: 12 Apr 2016

The Australian Taxation Office (ATO) has issued its Practical Compliance Guidelines as to what constitutes a "safe harbour" for related party limited recourse borrowing arrangement (LRBAs)

Australian wealth jumps, property holdings huge

Author: Nicki Bourlioufas
Date: 07 Apr 2016

Australian wealth topped fresh levels in the December 2015 quarter, but with most wealth held in property, a property correction combined with higher interest rates could hit households hard

Motley lot ignites diversity

Author: Andrew Fleming
Date: 13 Apr 2016

At last, some diversity

A case for quality investing

Author: Wells Fargo
Date: 29 Apr 2016

If you believe the Street's consensus, market volatility could be sticking around for the remainder of 2016

Risks to China outlook intensify

Author: AllianceBernstein
Date: 26 Apr 2016

A consistent theme in our China research has been to acknowledge the risks inherent in the country's plan to rebalance its economy from an investment-driven model to one in which consumption plays a greater role

Giving your SMSF a spring clean

Author: Anthony Fensom
Date: 23 May 2016

Having done your homework , you should have your self-managed super fund (SMSF) well prepared for the end of the financial year

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

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

What is good, what is great?

Author: Amit Lodha
Date: 16 May 2016

In the Formula One car race just held in Melbourne the difference between first and fifth place was 59 seconds

Bon appetit!

Author: Bill Gross
Date: 09 Jun 2016

There are no franchises, he intoned--you are king for a figurative day, and then, well, you move to another room in the castle; hopefully not the dungeon, which is often the case

Market Index Performance l June 2016

Author: Morningstar
Date: 06 Jul 2016

Industry body rubbishes claims more SMSF regulation needed

Author: Glenn Freeman
Date: 27 Jun 2016

The article, published in The Sydney Morning Herald print and online editions, highlighted particular concerns around SMSF trustees with balances of less than $200,000

Every financial crisis is different

Author: John Rekenthaler
Date: 29 Jun 2016

Several years later, The Big Short informs us, the smart money understood that the housing market was dangerously overheated

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