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Articles from: Favourite funds in focus to The link between economies and stocks

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

Market Index Performance l October 2015

Author: Morningstar
Date: 06 Nov 2015

CBA posts $2.4bn cash profit

Author: Nicholas Grove
Date: 05 Nov 2015

Commonwealth Bank of Australia (CBA) on Thursday said its unaudited cash earnings for the first quarter to 30 September 2015 were approximately $2.4 billion, up 4.3 per cent on the same quarter in the prior fiscal year

Get SMSF asset allocation right in 2016

Author: Anthony Fensom
Date: 13 Nov 2015

Self-managed super fund (SMSF) investors could be forgiven for giving themselves a collective pat on the back

Westpac records in-line cash profit

Author: Nicholas Grove
Date: 02 Nov 2015

Westpac Group (WBC) on Monday announced a 3 per cent rise in cash profit to $7.82 billion for the financial year ended 30 September 2015

Healthcare continues to look constructive

Author: Lesley Beath
Date: 09 Nov 2015

Overview

4 lessons from top LICs

Author: Christine St Anne
Date: 28 Oct 2015

Two top-performing managers of listed investment companies (LICs) came together at the recent Morningstar Individual Investor Conference

4 strategies for equity market navigation

Author: Andrew Pyne
Date: 26 Oct 2015

Over the secular horizon, the macroeconomic backdrop remains favourable for equities

Are US stocks overripe?

Author: John Rekenthaler
Date: 11 Nov 2015

A cautionary note Market-timers are circus clowns minus the funny suits

Look for corrective action

Author: Lesley Beath
Date: 02 Nov 2015

Overview

Morningstar's observations of PM's portfolio

Author: Christine St Anne
Date: 29 Oct 2015

In 2005, Australian Prime Minister Malcolm Turnbull made the BRW Rich List with a net worth of $133 million

Mining services set for takeover bonanza

Author: Nicki Bourlioufas
Date: 09 Nov 2015

According to Morningstar head of equities research Peter Warnes, the beleaguered resources sector is likely to see more takeover activity ahead, with foreign predators taking advantage of a lower Australian dollar and eyeing assets in that space, with other possible targets including infrastructure companies

Why Abenomics keeps missing the mark

Author: Wharton School
Date: 30 Oct 2015

Standard & Poor's recently cut its long-term credit rating of Japan one level, down to A+, and markets do not seem to have reacted much, if at all

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]

Go global to win race for returns

Author: Anthony Fensom
Date: 06 Nov 2015

Australians comfortable with their domestic investments might consider a lesson from another local institution--the Melbourne Cup

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

Identifying the right trustee structure

Author: Kathy Evans
Date: 27 Oct 2015

When setting up a self-managed superannuation fund (SMSF), members/trustees have the choice of having their fund set up with a corporate trustee or utilising an individual trustee structure

Why the Federal Reserve is timid on rates

Author: Michael Collins
Date: 19 Oct 2015

One broad guide for evaluating central-bank decisions is this: When the case for a course of action is clear cut, central banks should have already acted

SMSF trust deed traps

Author: Peter Townsend
Date: 22 Oct 2015

The peace of mind of a retiree happily taking a pension from their self-managed superannuation fund (SMSF) could be shattered by the news that their pension was in fact not commenced properly and that both they and their fund owe the tax office a lot more money

Govt green lights SMSF borrowing

Author: Christine St Anne
Date: 21 Oct 2015

The federal government will not ban direct borrowing by superannuation funds

What the housing slowdown means for investors

Author: Anthony Fensom
Date: 21 Oct 2015

Betting against Australians' love for property can prove costly

Good sign for broader market

Author: Lesley Beath
Date: 27 Oct 2015

Overview

12 nations could change global growth forever

Author: Frank Holmes
Date: 20 Oct 2015

Historic

3 stocks the market missed

Author: Christine St Anne
Date: 23 Oct 2015

High-growth quality stocks can still be uncovered at the smaller end of the market, according to two of Morningstar's highly rated managers

All Ords action remains constructive

Author: Lesley Beath
Date: 19 Oct 2015

Overview

The RBA's post-boom challenges

Author: Christine St Anne
Date: 15 Oct 2015

Australia teeters on a potential negative GDP number for the September quarter, Morningstar head of equities research Peter Warnes said in his most recent Your Money Weekly column

Understanding the growing complexity of ETFs

Author: Christine St Anne
Date: 08 Oct 2015

Australia's strategic-beta exchange-traded fund (ETF) market has continued to grow both in the number of products and the amount of assets, according to the latest research by Morningstar

Bulls win short-term battle

Author: Lesley Beath
Date: 12 Oct 2015

Overview

Strategise your way to tax advantages

Author: Graeme Colley and Vicky Kuok
Date: 13 Oct 2015

In life, we usually achieve a better outcome with a plan

The link between economies and stocks

Author: Joseph Clark
Date: 14 Oct 2015

When evaluating financial performance, whether of a nation's economy or a stock, the key question is: relative to what? Focusing on a country's or a stock's situation is worthless without comparing it to others and to itself in the past and the future

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