Not a subscriber ?  Start your complimentary Premium trial now

Articles from: Financial watchdog seeks to rebuild consumer trust to Equity markets in vulnerable position

Financial watchdog seeks to rebuild consumer trust

Author: Glenn Freeman
Date: 03 Jun 2016

Greg Medcraft, ASIC chairman, said ASIC's "fundamental objective is to allow markets to fund the real economy and in turn, economic growth

Finally, investment opportunities in Europe

Author: Rodney Hobson
Date: 22 Oct 2013

For the first time in five years, this week I met a man who is cautiously optimistic about Europe, and in particular small businesses on the continent

Finalists in the Morningstar Awards 2014 announced

Author: Christine St Anne
Date: 24 Feb 2014

Morningstar has announced the finalists in the eight categories of the Morningstar Awards 2014

Festive season for income investors

Author: Robert Mead
Date: 15 Dec 2015

What a difference a quarter makes

Federal election unlikely to boost nation's fortunes

Author: Nicki Bourlioufas
Date: 28 Apr 2016

The upcoming federal election has the potential to create short-term uncertainty, but with the key policies of the Coalition and Labor being broadly similar and neither party likely to curb the Budget deficit, there's not likely to be one party that would be better for the share market than the other over the longer term

Fed minutes show sharp divide

Author: AAP Premium Content
Date: 11 Jul 2013

Minutes of their 18-19 June policy meeting show many of the 19 officials felt the job market's improvement would have to be sustained before the Fed would scale back its bond purchases, which have helped support spending and growth, lifted stocks and kept mortgage rates near record lows

Fear of volatility is biggest risk to returns

Author: Emma Wall
Date: 18 May 2015

Volatility may create investment opportunities but it spooks investors, causing them to crystallise losses, warns emerging markets veteran investor Mark Mobius

Favourite funds in focus

Author: Nicki Bourlioufas
Date: 02 Nov 2015

For retail investors genuinely interested in diversifying their portfolios, Morningstar research manager Kathryn Young has several managed fund options for investors which are readily accessible

Fast-growing stocks in the New Neutral

Author: Christine St Anne
Date: 27 Aug 2014

It was global bond manager PIMCO that developed the term "new neutral," a concept that morphed from its original investment thesis, the "new normal"

Fairfax result highlights print weaknesses

Author: Nicki Bourlioufas
Date: 10 Aug 2016

But better times could be ahead, with earnings from its online business Domain increasing, as online advertising takes over from print

Exploring South32's hidden value

Author: Christine St Anne
Date: 20 May 2015

This week BHP Billiton (BHP) spin-off South32 Limited (S32) made its debut on the Australian Securities Exchange, opening at $2.13 and closing at $2.05

Expect more volatility, but some growth too

Author: Guy Bruten/Anthony Chan
Date: 08 Feb 2016

After a third quarter during which there were 13 days when the S&P 500 moved by 1.5 per cent or more, the fourth quarter saw another seven days with big equity market swings

Exercise some near-term caution

Author: Lesley Beath
Date: 10 Mar 2015


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

European operations boost Sonic Healthcare's earnings

Author: Nicholas Grove
Date: 15 Feb 2017

The result was achieved on the back of a 1 per cent rise in revenues to around $2.48 billion, the pathology services provider said in a statement to the ASX on Wednesday

Europe's economy is stable, but is it healthy?

Author: Andrew Balls
Date: 05 Jun 2014

What is PIMCO's secular outlook for Europe? The central idea in our global secular outlook is for a New Neutral policy rate for central banks, with the US Federal Reserve's rate likely to be close to 0 per cent in real terms, adjusted for inflation, over the next three to five years.

Europe still on a slow boil

Author: Komal S Sri-Kumar
Date: 31 Jul 2013

The eurozone has been relatively free of eruptions for several months

Europe sentiment boosts investor confidence

Author: Rachael Micallef
Date: 30 May 2013

Investor confidence continued to rise in May, driven by a shift in risk appetite among European institutions, according to the State Street Investor Confidence Index (ICI)

Europe faces danger of deflation

Author: Michael Collins
Date: 28 Jan 2014

Greece, as is often the case, is a bellwether for all that is going wrong in Europe

Europe continues to emit warning signals

Author: Lesley Beath
Date: 05 May 2015


Euro area's ticking fiscal time bomb

Author: Darren Williams
Date: 02 May 2016

Final government deficit and debt data for 2015 have just been published

EU elections set to rattle Europe

Author: Michael Collins
Date: 24 Apr 2014

Imagine if fringe political parties of the left and right were gaining sufficient support in different Australian states to win enough seats at a federal election to destabilise the House of Representatives

Ethical investment gathering momentum

Author: Nicki Bourlioufas
Date: 07 Mar 2017

Demand is rising for responsible or ethical investment, as funds flow into the sector from mainstream funds and the product offering is growing as more investment managers join the trend

ETFs: Giving investors transparency and choice

Author: Arian Neiron
Date: 12 May 2015

There is now a greater range of low-cost, transparent, easily traded managed funds available to Australian investors

ETF or ETP: What's the difference?

Author: Arian Neiron
Date: 27 Apr 2016

All ETFs are ETPs, but not all ETPs are ETFs

ETF market outlook strong despite volatility

Author: Nicki Bourlioufas
Date: 08 Feb 2016

Despite the wild ride of share markets over recent months, and some very poor investment returns, the size of the Australian exchange-traded fund (ETF) market has jumped as investors pour money into this asset class despite, or perhaps because of, volatile markets

Estate planning implications of Budget 2016

Author: Glenn Freeman
Date: 23 May 2016

Budget 2016 could have far-reaching estate planning consequences for some self-managed super fund (SMSF) trustees, further emphasising the importance of a well-formed, legally binding plan

Estate planning beyond wills

Author: Brian Hor
Date: 18 Nov 2014

These days estate planning means more than just making a will

Estate planning a pull factor for SMSFs

Author: Katarina Taurian
Date: 07 Jun 2013

The increasing focus on estate planning as one of the benefits of a self-managed super fund (SMSF) is contributing to the popularity of SMSFs broadly, according to Peter Burgess, head of policy and technical at AMP SMSF

Equity markets in vulnerable position

Author: Lesley Beath
Date: 30 Sep 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

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.