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Articles from: 5 strategies to prepare for pension assets test changes to The importance of quality

5 strategies to prepare for pension assets test changes

Author: Nicki Bourlioufas
Date: 27 Oct 2016

Over 300,000 Australian retirees are expected to lose their Age Pension from 1 January 2017, with the federal government dramatically lowering the value of assets pensioners can hold before they begin to lose their payments

5 small-cap stocks that topped our return charts in 2016

Author: Glenn Freeman
Date: 31 Jan 2017

These five companies delivered top total return figures among Morningstar's small-cap segment of stocks under coverage in 2016

3 Australian tech stocks worth considering

Author: Glenn Freeman
Date: 28 Jun 2016

"Tech stocks tend to be capital-light businesses--you don't need much capital at all to build a technology business--it's all about people [and not infrastructure or stock]," says Gareth James, a senior equity analyst at Morningstar

Will the Year of the Rooster crow for Australian investors?

Author: Anthony Fensom
Date: 18 Jan 2017

The past Year of the Monkey was a mixed one for investors, with shocks such as Brexit and the US presidential poll keeping markets on edge while the domestic economy weakened

Why you should consider investing in mid-cap stocks

Author: Arian Neiron
Date: 04 Oct 2016

Australia's mid-cap sector has outperformed large-cap and small-cap stocks over the past 15 years, but despite this strong performance, the mid-cap sector has been largely ignored

Why we are bullish on China

Author: Peter Esho
Date: 19 Sep 2013

Chinese data continued to surprise in recent weeks

Why have the BRICs underperformed?

Author: Scott Berg
Date: 09 Jun 2015

Whether looking at absolute or relative returns, economic growth figures or delivered earnings growth, many emerging market index statistics over the past few years have made for painful viewing

Where to shop for top retail stocks

Author: Anthony Fensom
Date: 27 Nov 2015

A slowing economy, mixed consumer and business confidence, and a weakening currency have all put pressure on the Aussie retail sector

When the going gets tough, go exotic

Author: AllianceBernstein
Date: 07 Sep 2016

Whether investing globally--or with a particular regional focus, such as Asia, or sector focus, such as emerging markets (EM)--investors can benefit from taking both a top-down and bottom-up view of portfolio construction

When size doesn't matter: small caps beat larger rivals

Author: Anthony Fensom
Date: 16 Jun 2016

In a sector where active management often yields results, choosing the right fund can prove rewarding

What you need to know about the pension transfer balance cap

Author: Julie Hartley
Date: 15 Nov 2016

In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch-up concessional contributions and the removal of the earnings tax exemption for transition-to-retirement pensions

What you need to know about absolute return funds

Author: Glenn Freeman
Date: 10 Jan 2017

"I've never heard of a fund manager not wanting to generate an absolute return--you don't hear of a negative return fund

What risks lurk in each asset class

Author: Christine Benz
Date: 08 Apr 2015

Academics and finance professionals sometimes refer to the "risk-free rate of return" as a benchmark

What lies within the investor's psyche

Author: Lesley Beath
Date: 29 Dec 2016

In the previous article, we spoke about emotions as they are reflected in trends and chart patterns

What is causing market volatility?

Author: Hermes
Date: 01 Aug 2016

The dire predictions about the fate of global markets if the UK voted to leave the European Union remain to be fulfilled

Westpac to pay special dividend

Author: Nicholas Grove
Date: 03 May 2013

Westpac Group (WBC) on Friday announced a 10 per cent year-on-year rise in cash earnings to $3.53 billion for the six months to 31 March 2013.

Wesfarmers to maintain momentum

Author: Christine St Anne
Date: 28 May 2015

It was a relatively candid Richard Goyder who fronted the recent Australian Shareholders' Association annual conference in early May

Wesfarmers posts bumper profit, but clouds loom

Author: Nicki Bourlioufas
Date: 16 Feb 2017

However, Wesfarmers' (ASX: WES) Coles supermarket business is struggling to maintain market share in the face of strong competition from ALDI

Wesfarmers delivers strong result

Author: Anthony Fensom
Date: 20 Aug 2015

Companies covered in this report: • Wesfarmers (WES)

Understanding ETF liquidity

Author: Louis Crous
Date: 17 Mar 2015

One of the many benefits of exchange-traded funds (ETFs) for investors is their tradability

Two bubbles

Author: Andrew Fleming
Date: 02 Nov 2016

Two years ago, two price bubbles emerged on the ASX and we progressively positioned the fund against both of them

Trustees struggle to keep pace

Author: Anthony Fensom
Date: 27 Sep 2016

Despite support for a belated backflip, more government tinkering with superannuation has left advisers, funds and self-managed super fund (SMSF) trustees struggling to keep pace

Trump executive orders, US ructions to have muted Aussie equities impact

Author: Glenn Freeman
Date: 08 Feb 2017

As Donald Trump's presidency nears the 30-day mark, amid persistent uncertainty and volatility in financial markets, an attempt to reverse the Dodd-Frank financial reforms could be next on the already long list of executive orders

Troubled times for super

Author: Anthony Fensom
Date: 01 Aug 2016

What might investors expect? Firstly, a look at what Treasurer Scott Morrison proposed in his pre-election budget:

Top Aussie stocks in infrastructure, education and agriculture

Author: Glenn Freeman
Date: 08 Sep 2016

Wilson believes domestic stocks are often taken for granted because Australian companies "are liquid and they are well governed"

These 5 stocks led large-cap share price growth in 2016

Author: Glenn Freeman
Date: 09 Jan 2017

The top four are mining businesses, with the fifth a global steelmaker

These 2 ASX sectors could be good bargains

Author: Nicki Bourlioufas
Date: 10 Nov 2016

The Australian share market is trading at a premium to historical levels and is not yet in bargain territory, though the telecommunication and healthcare sectors may represent some value, says Morningstar's head of equities research Peter Warnes

The value of protecting minority shareholders

Author: Wharton School
Date: 04 Nov 2015

While numerous factors play into whether a country has a dynamic financial market, there's one in particular that stands out

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 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.

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