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Articles from: Pros and cons of income-generating strategies in retirement to Origin books $1.68bn LNG-linked loss for 1H17

Pros and cons of income-generating strategies in retirement

Author: Christine Benz
Date: 10 Dec 2015

Retirees often obsess about generating income from their portfolios, conflating their need to replace the income they once earned from their salaries with a need to invest their whole portfolios in income-producing securities

Proposed ASX listing rules curtail retail IPO access

Author: Ben Bucknell
Date: 23 Jun 2016

The ASX has proposed reducing the minimum number of investors that a company must have to list to 100 (for large companies) or 200 (for small companies) in its consultation paper, "Updating ASX's admission requirements for listed entities"

Profit dives but BHP pays dividend

Author: Christine St Anne
Date: 26 Aug 2015

BHP Billiton (BHP) announced a net profit of US$1.9 billion for fiscal 2015, down 86 per cent on the prior year

Price versus value: a dangerous game

Author: Andrew Fleming
Date: 24 Jun 2016

In early to mid-2000, Computershare (ASX: CPU) was the most favoured poster child for technology stocks listed in Australia

Price action remains positive

Author: Lesley Beath
Date: 20 May 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

Price action gives mixed signals

Author: Lesley Beath
Date: 30 May 2016

Overview

Preparing your SMSF for financial year-end

Author: Anthony Fensom
Date: 21 Apr 2016

Pre-retirement trustees have most to lose from proposed super changes

Author: Glenn Freeman
Date: 17 Oct 2016

The study used a sample of 14,351 SMSF funds provided to the SMSF Association by BGL Corporate Solutions, an SMSF software and administration provider

Practical approach to small pension underpayments

Author: Melanie Dunn
Date: 11 Apr 2016

Where a pension does not meet the minimum pension standards in the SIS Regulations the pension interest will cease at 1 July of that year

Potential reversal point?

Author: Lesley Beath
Date: 04 Nov 2014

Overview

Positive sign for global markets

Author: Lesley Beath
Date: 08 Apr 2015

Overview

Position yourself for inflation outbreak, warns BT

Author: Tim Stewart
Date: 14 May 2013

The global economy is being primed to dangerous levels and investors need to be prepared for an "outbreak" of inflation, says BT chief investment officer Patrick Farrell

Plan now for pension access

Author: Natasha Panagis
Date: 23 Jun 2015

Background Most Centrelink and Department of Veterans' Affairs (DVA) payments are means tested to determine the amount of pension an eligible person is entitled to

Pitfalls and potential of small caps

Author: Nicki Bourlioufas
Date: 19 Jun 2015

Buying small-cap stocks is an inherently riskier business than buying large-cap stocks and investors need to do thorough due diligence to ensure they don't buy a dud, says Morningstar equities analyst Nathan Zaia

PIMCO's Gross opens up on interest rates

Author: Adam Zoll
Date: 23 Jun 2014

Interest rates need to rise but must not be extended too far or a bear market may result, says PIMCO founder and chief investment officer Bill Gross

PIMCO's forecast for stocks and bonds

Author: Holly Cook
Date: 25 May 2015

"There's no recession on the horizon," said bond giant PIMCO's Mihir Worah at the recent Morningstar Investment Conference in the UK, referring to the developed economies and other major economies including India and China

PIMCO still a formidable fund suite

Author: Alex Prineas
Date: 25 Mar 2014

On 21 January 2014, PIMCO announced that former chief executive officer and co-chief investment officer Mohamed El-Erian would depart the firm by mid-March 2014

PIMCO chief to step down

Author: Eric Jacobson
Date: 22 Jan 2014

PIMCO has announced that chief executive and co-chief investment officer Mohamed El-Erian will be stepping down from those roles and departing PIMCO in mid-March 2014

Peter Warnes' magnificent 7

Author: Christine St Anne
Date: 30 Apr 2014

Subscribers to Huntleys' Your Money Weekly will know that Morningstar head of equities research Peter Warnes is not afraid to tell it how he sees it

Perpetual shares rally on revenue boost

Author: Nicki Bourlioufas
Date: 23 Feb 2017

Investors welcomed the result by pushing shares in the company to a fresh year-high level on Thursday afternoon

Perpetual named Fund Manager of the Year

Author: Christine St Anne
Date: 03 Mar 2014

Perpetual Investments has been named Fund Manager of the Year in the Australian Morningstar Awards 2014

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

Pause for thought on alternative investments

Author: Nicki Bourlioufas
Date: 03 Jun 2016

Their portfolios could therefore benefit from a greater allocation to alternative investments, which can help to improve risk-adjusted returns, according to Craig Stanford, head of alternative investments at Ibbotson Associates

Painting a worrisome picture

Author: Lesley Beath
Date: 14 Dec 2015

Overview

OZ Minerals posts positive yet underwhelming result

Author: Glenn Freeman
Date: 10 Aug 2016

Australian copper and gold miner OZ Minerals (ASX: OZL) on Wednesday reported $55 million in first-half fiscal 2016 profits, adjusted for one-off items relating to legal proceedings brought against it by former Zinifex shareholders, up from $52 million reported in the same period in 2015.

Overcoming speculation and fervour

Author: Martin Conlon
Date: 13 Nov 2013

The chief executive of Morgan Stanley, James Gorman, commented in a recent interview that he believed the chance of another financial crisis in our lifetime was "as close to zero as I could imagine"

Overcoming liquidity risk

Author: Arian Neiron
Date: 15 May 2014

The recent volatility in equities demonstrates that markets remain fragile

Origin's earnings slip, Asciano's in line

Author: Nicholas Grove
Date: 21 Aug 2014

Companies covered in this report: • Origin Energy

Origin shareholders to share pain

Author: Anthony Fensom
Date: 19 Feb 2016

Origin Energy (ORG) shareholders will share the pain of sinking oil prices, after the energy company slashed its dividend and warned that future payments would depend on improved prices

Origin books $1.68bn LNG-linked loss for 1H17

Author: Glenn Freeman
Date: 16 Feb 2017

This is largely attributed to a post-tax $1.9 billon impairment, relating to a $1 billion carrying value reduction of Australia Pacific LNG (APLNG), in which Origin (ASX: ORG) holds a 37 per cent stake

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