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Articles from: Focus on the facts, not the froth to Now the real game begins

Focus on the facts, not the froth

Author: Peter Warnes
Date: 13 Jan 2017

While 2016 saw most global stock-market indices recording useful gains, some investors would have struggled to match, let alone exceed, market returns

Is there really a minimum viable balance for your SMSF?

Author: Glenn Freeman
Date: 02 Feb 2017

A detailed statistical analysis of more than 20,000 SMSFs between 2008 and 2015 showed clear correlations between fund balances, asset diversification, cost-effectiveness, and performance

Are these active ETFs worth adding to your portfolio?

Author: Glenn Freeman
Date: 01 Feb 2017

The Australian ETF market had another year of rapid growth, expanding to $25.4 billion in 2016, from $21 billion in 2015

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

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

Disrupters rule the world; Reporting season underway

Author: Peter Warnes
Date: 03 Feb 2017

With the stroke of the pen on an executive order, President Donald J

The good, the bad and the ugly in emerging markets

Author: Alex Duffy
Date: 30 Jan 2017

The list of issues to worry about is a long one: exchange rates, interest rates, growth rates, political uncertainty--my developed market peers have a lot on their plate! If nothing else, 2016 reminded markets that the issues above are not just the preserve of emerging markets

Is now a good time to buy?

Author: Lesley Beath
Date: 09 Jan 2017

A lot has happened since my last report in early December

Market Index Performance l December 2016

Author: Morningstar
Date: 06 Jan 2017

The real stock market villain

Author: John Rekenthaler
Date: 31 Jan 2017

Michael Lewis' 2014 treatise on high-frequency trading, Flash Boys , generated enormous attention

Key takeaways from PIMCO's cyclical outlook

Author: Joachim Fels
Date: 11 Jan 2017

As co-author Andrew Balls and I noted, the only certainty in our view is that the "tails" in the distribution of potential macro outcomes have become fatter--that is, more extreme scenarios, which usually have a low probability of taking place, have become more likely

What turnaround for Woolworths?

Author: Nicki Bourlioufas
Date: 24 Jan 2017

According to one expert, the turnaround that many shareholders had hoped for isn't likely to happen

The world awaits Trump

Author: Peter Warnes
Date: 20 Jan 2017

The world awaits the inauguration of the 45th President of the United States of America on 20 January

James Hardie reports softer 3Q, flags modest FY17 downgrade

Author: Glenn Freeman
Date: 03 Feb 2017

Building materials and cement company James Hardie Industries (ASX: JHX) has reported US$52.6 million in adjusted net profits for the third quarter of fiscal 2017, down 6 per cent from $55.8 million in the previous corresponding quarter

Can an SMSF member still bring forward their non-concessional cap?

Author: Julie Hartley
Date: 25 Jan 2017

The legislation not only introduces eligibility requirements, it also requires members to meet further criteria at the beginning of each year making up their bring-forward period before being able to use any shortfall from a previous year in that bring-forward period

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

Aurizon, Iluka announce write-downs

Author: Nicholas Grove
Date: 31 Jan 2017

Australia's biggest rail freight operator Aurizon Holdings (ASX: AZJ) and mineral sands miner Iluka Resources (ASX: ILU) announced hundreds of millions of dollars in write-downs on Tuesday, ahead of the upcoming local corporate earnings season

Why look for value rather than growth in China?

Author: Jing Ning
Date: 01 Feb 2017

The general perception surrounding China is that it is an ideal market to search for growth

Asia valuations cheap relative to western markets

Author: Fidelity International
Date: 05 Jan 2017

2016 was an eventful year for Asia as markets were once more subject to the vagaries of shifting opinions.

Tabcorp lifts underlying half-year profit, pays 12.5c dividend

Author: Nicholas Grove
Date: 02 Feb 2017

Underlying earnings before interest, tax, depreciation, and amortisation (EBITDA) rose 1.7 per cent to $270.4 million, while earnings per share (EPS) before one-offs rose 5.1 per cent to 12.3 cents a share

Banks to weather rising bond yields

Author: Nicki Bourlioufas
Date: 03 Feb 2017

While their funding costs are rising modestly, the major banks have the flexibility to raise interest rates on home loans to protect their income and profit margins, according to analysts

The smart-beta ETF revolution

Author: Arian Neiron
Date: 25 Jan 2017

In 2017, smart-beta investing will continue to gain momentum

Has the Australian market pullback ended?

Author: Lesley Beath
Date: 30 Jan 2017

The Dow Jones Industrial Index finally conquered the psychological 20,000 level last week

6 stocks to watch in 2017

Author: Glenn Freeman
Date: 12 Jan 2017

Mining services is a catch-all term Morningstar uses to describe a collection of companies performing a vast array of different activities

Thank you and best wishes for the New Year

Author: Peter Warnes
Date: 06 Jan 2017

The dawning of 2017 sees the curtain fall on one of the most tumultuous years for global financial markets

Are SMSFs causing a property bubble?

Author: Andrew Zbik
Date: 27 Jan 2017

I recently watched another report on the TV claiming that the ability of self-managed superannuation funds to purchase residential investment property is causing a property bubble in Australia by using limited recourse borrowing arrangements (LRBAs) (or borrowed money)

Opportunities in quality credit, specialty finance and mortgages

Author: Mark Kiesel
Date: 09 Jan 2017

The global economy is going through significant change, as Donald Trump's incoming administration and shifts in public sentiment in other major economies create potential for new opportunities and risks

How might 2017 turn out for investors?

Author: Simon Doyle
Date: 23 Jan 2017

While 2016 was generally a positive year for investors, politics and economics have provided some big surprises and highlighted how intertwined politics and economics have become

Bond market down but not out despite hitting 30-year low

Author: Glenn Freeman
Date: 25 Jan 2017

The declining value of fixed-income portfolios through the final quarter of 2016 was a sharp contrast to the buoyant returns equity investors enjoyed--somewhat unexpectedly--over the same period

Now the real game begins

Author: Peter Warnes
Date: 27 Jan 2017

Following Donald Trump's inauguration, I believe global financial markets will struggle to find a definitive direction for some months

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