Not a subscriber ?  Start your complimentary Premium trial now

Articles from: Should a portfolio change in retirement? to Risk and reward: Finding the perfect balance

Should a portfolio change in retirement?

Author: Christine St Anne
Date: 26 Nov 2014

Demand has strengthened for annuity and allocated pension products, according to joint research from industry association the Financial Services Council (FSC) and investment bank UBS

Short-term risk is high

Author: Lesley Beath
Date: 07 Apr 2014

Overview

Sell signal on All Ords still in place

Author: Lesley Beath
Date: 21 Oct 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

Seeking value in expensive markets

Author: Christine St Anne
Date: 05 Jun 2015

Against a backdrop of benign inflation and accommodative policy settings, the global economy has been ticking along

Seeking high-quality stocks in rollercoaster markets

Author: Garry Laurence
Date: 29 Jul 2015

Happy new financial year! For those of you who have been enjoying the northern hemisphere summer and have not been watching the markets, you might be thinking that not much has changed over the past few weeks! In reality, global stock markets have gone on a rollercoaster and have ended up back at June highs

Seeking high-growth US stocks

Author: Garry Laurence
Date: 28 Sep 2015

In the past month we have seen a healthy global stock-market correction with the US seeing the first 10 per cent plus correction in four years

Seeking high dividends from ETFs

Author: Tim Murphy
Date: 07 May 2014

Investors building income portfolios with listed investments historically have often relied on dividends from blue-chip shares like the major banks and Telstra (TLS) , or in more recent times, have chased the higher yields on offer from hybrid securities, particularly those issued by the major banks

SEEK ups profit, dividends amid subdued conditions

Author: Nicholas Grove
Date: 22 Aug 2016

SEEK Limited's (ASX: SEK) underlying net profit before one-off items for fiscal 2016 rose 3 per cent to $198.1 million, ahead of guidance and Morningstar's estimate of $174.5 million, after previous reinvestments in the business managed to offset subdued economic conditions

Secret bond option for grandparents

Author: Austock Life
Date: 09 Feb 2016

Grandparents are increasingly utilising insurance bonds to leave bequests to their grandchildren that are beyond will disputes

Scope for a sharp rally?

Author: Lesley Beath
Date: 03 Jun 2014

Overview

Scentre Group's earnings meet expectations

Author: Nicholas Grove
Date: 21 Feb 2017

The owner of Westfield shopping centres declared a distribution of 21.3 cents per security, up 2 per cent on the previous year, also in line with Morningstar's expectations

Santos' profit just below expectations

Author: Christine St Anne
Date: 20 Feb 2015

Santos Limited (STO) on Friday announced a 6 per cent increase in net profit to $533 million for the year ended 31 December 2014

Santos slides into red on weaker oil

Author: Anthony Fensom
Date: 19 Feb 2016

Santos Limited (STO) has joined its rivals in racking up red ink on the back of falling oil prices

Santos posts loss but sees better times ahead

Author: Anthony Fensom
Date: 17 Feb 2017

However, the Adelaide-based company sees better times ahead, helped by rising oil prices, with analysts seeing the result as in line with expectations

Santos lifts dividend 33pc

Author: Nicholas Grove/Christine St Anne
Date: 22 Aug 2014

Companies covered in this report: • Santos

Santos falls short, NAB's profit up 7pc

Author: Nicholas Grove/Christine St Anne
Date: 21 Feb 2014

Companies covered in this report: • National Australia Bank

Santos ditches dividend as profits plunge US$1.1bn

Author: Glenn Freeman
Date: 19 Aug 2016

The oil and gas exploration company posted an underlying earnings loss of US$5 million for the first half of 2016, down from US$35 million in the same period in 2015

Same song still on repeat

Author: Martin Conlon
Date: 16 Mar 2016

Investment strategy of recent years has been somewhat monotonous

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

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

Running an SMSF: How to deal with the ATO

Author: Julie Hartley
Date: 22 Apr 2016

To err is human and it is the Australian Taxation Office's (ATO) job to make sure trustees understand when they have done something wrong and why it happened

Rotation to keep All Ords flat

Author: Lesley Beath
Date: 22 Jul 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

Room for some optimism

Author: Lesley Beath
Date: 17 Jun 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

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

Risks and opportunities in China

Author: Eric Moffett and Chris Kushlis
Date: 03 Sep 2015

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

Risk remains to the downside

Author: Lesley Beath
Date: 20 May 2014

Overview

Risk not yet eliminated

Author: Lesley Beath
Date: 09 Sep 2014

Overview

Risk management through life insurance

Author: Vicky Kuok
Date: 05 Jan 2016

In our previous article we generally discussed managing risk through life insurance and estate planning

Risk and reward: Finding the perfect balance

Author: Simon Doyle
Date: 13 Jul 2016

While the immediate ramifications were felt hardest in the UK and Europe (especially in currency markets where the sterling slumped and in financial stocks), away from Europe the ramifications were more benign

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.