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Articles from: The real stock market villain to The end of Australia's boom

The real stock market villain

Author: John Rekenthaler
Date: 31 Jan 2017

Michael Lewis' 2014 treatise on high-frequency trading, Flash Boys , generated enormous attention

The real driver behind shareholder returns

Author: Kate Howitt
Date: 20 Apr 2015

What a dreadful thing is the dividend-imputation tax system, if you believe its critics

The RBA's post-boom challenges

Author: Christine St Anne
Date: 15 Oct 2015

Australia teeters on a potential negative GDP number for the September quarter, Morningstar head of equities research Peter Warnes said in his most recent Your Money Weekly column

The promised splurge on infrastructure

Author: Michael Collins
Date: 25 Nov 2015

In 1919, a US lieutenant colonel helped lead an 81-strong convoy of vehicles across the US as part of a campaign by the military to highlight the need for better highways across the US

The politics of investing

Author: Robert Harvey
Date: 01 Jun 2015

Forecasts and predictions are tough in any business, but politics is possibly tougher than most to divine the outcome of future market events, even in this modern age

The perpetual growth myth

Author: Kevin Flynn
Date: 29 Jun 2015

Wishful thinking now grips the investment world

The other PBR: tax-free transition-to-retirement pension payments

Author: SUPERCentral
Date: 09 Mar 2016

The banana sundae of a transition-to-retirement pension is to have the earnings of the superannuation interest supporting the pension to be tax-free and to have the pension payments themselves tax-free as well

The next best-performing stocks

Author: Christine St Anne
Date: 09 Oct 2014

Australia's concentrated market was a dominant theme throughout Morningstar's recent global equities week

The mysterious world of bitcoin

Author: Knowledge@Wharton
Date: 30 Apr 2013

Just what exactly should we make of bitcoin? The once-obscure digital currency has had quite a ride

The Midas touch and market cycles

Author: Martin Conlon
Date: 21 Jan 2015

Any doubts that may have been harboured as to the inherent cyclicality of these businesses and the ability for prices to exist at a permanently higher plane have been dispelled

The lure of offshore investing

Author: Nicki Bourlioufas
Date: 16 Jan 2017

It's now easier than ever for Australians to access international investments, and the official data shows we're sending investment money offshore as investors diversify their portfolios and take advantage of growth opportunities not available at home

The link between economies and stocks

Author: Joseph Clark
Date: 14 Oct 2015

When evaluating financial performance, whether of a nation's economy or a stock, the key question is: relative to what? Focusing on a country's or a stock's situation is worthless without comparing it to others and to itself in the past and the future

The investment outperforming gold bullion

Author: Arian Neiron
Date: 29 Mar 2016

The resurgence of interest in gold bullion and its price rise over the past two months caught many investors by surprise

The inevitability of cycles

Author: Martin Conlon
Date: 11 May 2015

Forecasting doesn't seem to be getting any easier -- just ask Joe Hockey

The industry: A crucial piece in stock evaluation

Author: Karl Siegling
Date: 28 Jan 2015

Fundamental or technical research on a company that ignores the industry in which a company operates is like doing research "in a bubble"

The income advantage over term deposits

Author: Christine St Anne
Date: 27 Nov 2013

In recent times, investors would have read countless articles (including this one) about falling cash rates

The importance of quality

Author: Arian Neiron
Date: 11 Feb 2016

"It's quality, rather than quantity, that matters." The quote may sound like a tag line from a 1950's advertisement, but surprisingly it comes from Roman Emperor Nero's tutor and adviser, Lucius Seneca.

The hunt for value

Author: Brook Sweeney
Date: 04 Jun 2014

This year's Morningstar Investment Conference asset allocation panel session discussed topics such as the direction of the Australian dollar, views on international equity markets, where the best investment opportunities are and the use of alternatives in portfolios

The holy trinity of excess

Author: Andrew Fleming
Date: 01 Jul 2014

Excess capacity abounds

The Greek and EU debt showdown

Author: Michael Collins
Date: 23 Feb 2015

On 26 January, the day after elections allowed Tsipras' left-wing Syriza party to form a ruling coalition with the fringe right-wing, anti-austerity Independent Greeks party, the 40-year-old Tsipras sped to the National Resistance Memorial at the Kaisariani rifle range memorial in Athens

The great global rebalancing

Author: Michael Collins
Date: 18 Jul 2014

Whenever people pinpoint the causes of the global financial crisis, they usually list the massive expansion of credit in developed countries as a key cause of the bust that is heading into its eighth year

The good, the bad and the ugly in emerging markets

Author: Alex Duffy
Date: 30 Jan 2017

The list of issues to worry about is a long one: exchange rates, interest rates, growth rates, political uncertainty--my developed market peers have a lot on their plate! If nothing else, 2016 reminded markets that the issues above are not just the preserve of emerging markets

The good, the bad and the ugly BHP

Author: Nicholas Grove
Date: 07 Apr 2014

Last week, The Australian Financial Review reported that BHP Billiton (BHP) was considering spinning off many of its "non-core" assets

The good and bad in a resources bust

Author: Christine St Anne
Date: 16 Sep 2015

Good stewardship matters

The global impact of China's cash squeeze

Author: Wharton School
Date: 24 Jul 2013

On Wednesday, 19 June, US Federal Reserve chairman Ben Bernanke announced that the US central bank planned to end its five-year quantitative easing program later in 2013, when the US economy is expected to pick up

The Federal Reserve's wager on inflation

Author: Michael Collins
Date: 19 Apr 2016

Four times a year the Federal Reserve releases a "summary of economic projections," which gathers predictions from its 17 policy-setting board members including their forecasts for the federal funds or US cash rate

The end of Europe's remission

Author: Satyajit Das
Date: 26 Nov 2013

A combination of austerity programs, debt writedowns, the European Central Bank's (ECB) commitment to "do whatever it takes" to preserve the euro, the proposed banking union and the finalisation of the primary bailout fund, the European Stability Mechanism (ESM), helped restore relative financial stability

The end of dividend imputation?

Author: Anthony Fensom
Date: 26 Jun 2015

Australia's dividend imputation system has been described as "one of the seven wonders of the world"

The end of Australia's triple treat

Author: Christine St Anne
Date: 11 Jun 2015

If you had invested in the Australian index over the past two decades you would have got a "beautiful, accidental bias" towards the best-performing sectors in the world that you would not have got if you lived anywhere else, according to gold medallist fund manager Platinum Asset Management (PTM)

The end of Australia's boom

Author: Satyajit Das
Date: 17 Sep 2013

In the post-war era, there is a strong relationship between economic and electoral success

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