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Articles from: A better year in 2015? to 5 traps in using the PE metric

A better year in 2015?

Author: Brad Potter
Date: 03 Feb 2015

It hasn't been a good start to the year for global share markets

9 key risks to your investments

Author: Adam Zoll
Date: 22 Sep 2014

The risk/reward principle is among the most central tenets of investing

7 tips to boost bond returns

Author: Elizabeth Moran
Date: 28 Apr 2014

Interest rates look set to remain at low levels for longer

7 tax-effective approaches to super

Author: Graeme Colley
Date: 03 Jun 2014

The end of the financial year always seems to crop up faster than it should

7 super tax-effective strategies

Author: Graeme Colley
Date: 22 Jun 2015

The end of the financial year always seems to crop up faster than it should

7 stocks for a brave new world

Author: Nicki Bourlioufas
Date: 05 Nov 2015

Over the long term, it will become harder for companies to make profits in economies which are increasingly characterised by deleveraging, ageing populations and growing inequality, as technology erodes job security and incomes, according to Kate Howitt, portfolio manager of the Fidelity Australian Opportunities Fund [19483]

7 sins of investing

Author: Morningstar
Date: 16 Sep 2014

Years ago, James Montier, then with Dresdner Kleinwort Wasserstein, came out with a white paper titled Seven Sins of Fund Management that looked at how behavioural finance can affect the investment process

7 key SMSF estate planning issues

Author: Brian Hor and Caroline Harley
Date: 24 Mar 2015

Here are seven estate planning issues to address for your SMSF

7 issues to consider about excess contributions

Author: Aaron Dunn
Date: 05 Sep 2013

Let's be honest, excess contributions tax has been a pain in the (you know what)… For every genuine case of individual's breaching their concessional contribution cap, there has been a story of inadvertent breaches due to the timing and reporting of contributions.

6 winning sectors from a Coalition victory

Author: Christine St Anne
Date: 10 Sep 2013

The Coalition secured a decisive win in Saturday's federal election and is expected to secure 88-90 of the 150 seats in the House of Representatives

6 top Chinese reforms to watch

Author: Michelle Gibley
Date: 16 Jan 2014

In November, China's leaders announced a comprehensive plan to overhaul China's economy by 2020

6 tips for assessing bond issuers

Author: Elizabeth Moran
Date: 27 Nov 2014

Last month I provided the 10 top tips for assessing bonds

6 stocks set to outperform in 2014

Author: Nicholas Grove
Date: 24 Jan 2014

With many investors trying to find additional stocks to include in their portfolios for 2014, Invast Securities recently identified a number of "beaten-down" blue-chip companies the brokerage believes have the potential for a turnaround

6 stock investing concepts explained

Author: Matthew Coffina
Date: 13 Nov 2014

Periodically, it's important to review the basics of our investment philosophy, both for investors who are new to Morningstar and for long-time followers who could use a refresher

6 steps on the path to winding up an SMSF

Author: Natasha Ng
Date: 25 Nov 2016

There is a compliance/legal path to follow and this article outlines key points along that path

6 reasons to be optimistic about the US

Author: Bob Turner
Date: 25 Jun 2013

Our position in brief Various countries have dominated the global economy over time

6 reasons not to buy SMSF property

Author: Michael Hutton
Date: 13 Oct 2014

Self-managed superannuation fund (SMSF) trustees should be cautious about investing in residential property in the current market, particularly those in pension mode or where the members are likely to be drawing a pension from their fund within the next few years

6 lessons from The Wolf of Wall Street

Author: Morningstar
Date: 29 Jan 2014

However, the movie falls short when it comes to portraying the millions of victims of Belfort's scams

6 lessons from a true investor

Author: Christine St Anne
Date: 17 Jul 2015

A true investor should aim to generate a satisfactory return on capital over time while minimising the risk of capital loss, according to Magellan Financial Group (MFG) chief investment officer Hamish Douglass

6 headwinds for 2015

Author: Christine St Anne
Date: 19 Jan 2015

1) Commodity prices and a slowing China Iron-ore prices are likely to stay lower in 2015, according to a Morningstar report

6 events you may have missed

Author: Michael Collins
Date: 15 Feb 2016

In 2011, the US suffered the embarrassment of losing its triple-A debt rating for the first time when Republicans abandoned the formality of renewing Washington's debt limit in an attempt to blackmail Democrats into agreeing to spending cuts

6 economic trends in emerging Europe

Author: Thomas White International
Date: 27 Apr 2015

With the exception of energy exporter Russia, economic conditions appear to have taken a turn for the better in emerging Europe

5 winning international equities

Author: Nicholas Grove
Date: 20 Mar 2014

For Australian investors and self-managed super fund (SMSF) trustees looking to take advantage of global investing opportunities, the approach adopted by Goldman Sachs Asset Management/Wellington Management Company is a winning one, according to Morningstar

5 winning asset classes for 2014

Author: Christine St Anne
Date: 17 Jan 2014

Global and Australian equities delivered strong returns in 2013

5 ways to protect your retirement

Author: Chris Hogan
Date: 05 Nov 2013

Trustees of self-managed superannuation funds (SMSFs) and investors generally need to take steps to mitigate the potentially destructive impact of sequencing risk on their retirement portfolios

5 ways to overcome market noise

Author: Christine St Anne
Date: 09 Sep 2014

If you had invested $10,000 in the Fidelity Australian Equities [12292] fund in 2008, you would have doubled your investment to $23,000 by 2014

5 ways to invest like Buffett

Author: Yale Bock
Date: 14 Apr 2014

Invest like Buffett? How many times have you heard that one? Not everyone has his billions, which allow the Oracle of Omaha to snatch up deals unavailable to most of us, like his 2009 purchase of Burlington Northern Santa Fe railroad

5 ways to avoid turkey stocks

Author: Christine St Anne
Date: 09 May 2013

Sourcing growth opportunities in the small-cap market can offer stellar returns, but can also be a minefield of risks

5 value-investing opportunities

Author: Nicholas Grove
Date: 30 Sep 2013

The Australian market currently sits near fair value on a price-to-earnings ratio (PE) of around 14 times fiscal 2014 (FY14) consensus earnings, close to its long-term average of 14.3 times and a fiscal 2013 (FY13) trailing PE of roughly 14.6 times

5 traps in using the PE metric

Author: Karl Siegling
Date: 11 Mar 2014

This is the first of our articles on fundamental analysis and we will focus on the price-to-earnings ratio (PE)

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