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Articles from: PIMCO's forecast for stocks and bonds to Euro area's ticking fiscal time bomb

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

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

Overcoming contribution cap confusion

Author: Kathy Evans
Date: 15 Sep 2015

The last change in superannuation contribution caps came into effect more than a year ago, on 1 July 2014 to be precise

Outlook shows signs of improvement

Author: Lesley Beath
Date: 09 Dec 2014

Overview

Oil Search, Amcor lift profits

Author: Christine St Anne/Nicholas Grove
Date: 25 Aug 2015

Companies covered in this report: • Oil Search (OSH)

Newcrest rewards shareholders

Author: Anthony Fensom
Date: 15 Aug 2016

The Melbourne-based company posted a 12 per cent drop in net profit to US$332 million for fiscal 2016, with its underlying profit down 24 per cent to US$323 million due to lower realised gold and copper prices, offset by reduced operating expenses due to its recent switch to US dollar reporting

Move into riskier assets may be inevitable

Author: Nicki Bourlioufas
Date: 20 Apr 2016

Australian investors are facing headwinds on many fronts and the need to work for longer combined with volatile markets is putting even more pressure on retirement savings, which could push some investors, including superannuation funds, into riskier assets

Morningstar's new income stock pick

Author: Christine St Anne
Date: 19 Nov 2014

Despite the September market sell-off that saw Australia's banks and Telstra (TLS) belted by overseas investors, the Morningstar Income Portfolio performed quite nicely

Momentum indicators improving

Author: Lesley Beath
Date: 03 Aug 2015

Overview

Moat-ivated investing

Author: Arian Neiron
Date: 05 Dec 2016

Since the outcome of the US election, equity markets have rebounded surprisingly quickly from an initial fall

Medibank Private posts 58pc profit rise

Author: Nicholas Grove
Date: 19 Feb 2016

Australia's largest private health insurer Medibank Private (MPL) on Friday announced a 58 per cent rise in net profit to $227.6 million for the half year ended 31 December 2016

Macquarie beats forecasts with $1.6bn profit

Author: Nicholas Grove
Date: 08 May 2015

Macquarie Group (MQG) on Friday announced a 27 per cent rise in net profit to $1.6 billion for the 2015 fiscal year ended 31 March 2015, beating both Morningstar and consensus estimates

Just a game

Author: Bill Gross
Date: 14 Jul 2016

That is not to say that Monopoly can illuminate all of the problems of our current economic stagnation

JB Hi-Fi's 1H profit down, flags flat year

Author: Nicholas Grove
Date: 02 Feb 2015

JB Hi-Fi Limited (JBH) on Monday announced a 2 per cent fall in net profit to $88.5 million for the half year ended 31 December 2014

Is the Buffett deal good for IAG investors?

Author: Christine St Anne
Date: 26 Jun 2015

Berkshire Hathaway's decision to buy a stake in Insurance Australia Group (IAG) was met with much fanfare in the media and investment community

Is an active or passive investment approach best for your portfolio?

Author: Glenn Freeman
Date: 12 Oct 2016

The majority of individual investors (68 per cent) have a false sense of confidence in passive investing, according to a global study of financial advisers

InvoCare posts 45.8pc rise in 1H profit

Author: Nicholas Grove
Date: 16 Aug 2016

InvoCare Limited (ASX: IVC) on Tuesday announced a 45.8 per cent rise in comparable net profit to $30 million for the half year to 30 June, after the funeral, cemetery and crematorium operator's cost management offset a lower-than-expected number of deaths

Identifying golden stock picks

Author: Nicki Bourlioufas
Date: 04 Sep 2015

The recent sell-off in share prices highlights an important point for investors -- prices can vary widely and it's all part of the ride, and the opportunity to buy at lower prices shouldn't be ignored by investors who are keen to build their portfolios

IAG's cash profit falls 12.2pc, announces $300m buyback

Author: Nicholas Grove
Date: 19 Aug 2016

Insurance Australia Group (ASX: IAG) on Friday announced a 12.2 per cent fall in fiscal 2016 cash profit before one-off items to $987 million, ahead of consensus but in line with Morningstar's forecast

How to defer tax

Author: Westpac advisers
Date: 25 Jun 2015

Diana Saad, senior financial planner, Westpac Premium 1) Set up a discretionary trust

Here's a top-rated exposure to Japanese equities

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

Has the resources cycle turned?

Author: Anthony Fensom
Date: 02 Nov 2016

Rising coal and iron ore prices have boosted confidence in the mining industry, with climbing share prices suggesting investors also have a renewed interest in the sector

Growth headwinds continue in Asia

Author: PIMCO
Date: 05 Jan 2015

First is the effectiveness of expected further policy support in the region as policymakers continue to support growth

Growth assets for the new financial year

Author: Anthony Fensom
Date: 12 Jul 2016

So, which asset classes might perform better in the new financial year? Small was beautiful in the year to 30 June, with the S&P/ASX 200 Index posting its first fall in four years, dropping by 4.1 per cent to finish at 5,233.

Future of big four remains stable

Author: Christine St Anne
Date: 18 Jun 2015

The outlook for Australia's banks has always been linked with fears of a housing bubble

Further downside in the gold price is likely

Author: Lesley Beath
Date: 11 Oct 2016

It has been an interesting time and a bit of a slow process but last week we saw some pretty clear-cut action, as the ASX 20 Leaders/All Ords ratio completed a lengthy base formation

Focusing on absolute returns

Author: Stuart Dear
Date: 17 May 2016

Our flagship fixed-income portfolio is designed to be a key defensive allocation within broader portfolios

Finding growth in emerging markets

Author: Simon Dorricott
Date: 20 Jul 2015

Emerging market investors had a difficult time in 2014, with returns lagging developed markets

Eyes on the energy sector

Author: Regina Meani
Date: 05 Aug 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Regina Meani without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

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

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