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Articles from: Low-return environment highlights value in retirement risk advice to Here's why the post-election rally can continue

Low-return environment highlights value in retirement risk advice

Author: Melanie Dunn
Date: 12 Dec 2016

Much has been made of late about how the current low-return environment could have long-lasting consequences, with retirees warned to prepare for future returns lower than historic averages

3 issues confronting Australian stocks

Author: Andrew Fleming
Date: 08 Dec 2016

This time of the year brings forth a multitude of "year ahead" prognostications

Healthy outlook continues for these moat-rated stocks

Author: Glenn Freeman
Date: 09 Dec 2016

The combination of Australia's ageing demographics, supportive government policies, and ever-increasing healthcare costs mean Medibank Private (ASX: MPL) and NIB (ASX: NHF) remain attractive value stocks

Market Index Performance l November 2016

Author: Morningstar
Date: 05 Dec 2016

6 top stocks for your Christmas stocking

Author: Anthony Fensom
Date: 09 Dec 2016

The Christmas bells are ringing again, and for Australian investors they have rung up a volatile 2016

This high-yield ASX industrial stock is in the green zone

Author: Nicholas Grove
Date: 30 Nov 2016

Spotless Group (ASX: SPO) , on which Morningstar equity analyst Tim Mann currently has a fair value of $1.50, and which is on an FY17 dividend yield of 7.7 per cent, is a market leader in outsourced facility and laundry management services in Australia and New Zealand

Self-managed super as attractive now as ever

Author: Glenn Freeman
Date: 29 Nov 2016

If you have a superannuation balance of $200,000--or a realistic expectation of reaching this amount within a few years--it still makes sense to establish a self-managed super fund (SMSF), according to Graeme Colley, executive manager, SMSF technical and private wealth, SuperConcepts

This telco stock is now trading at an attractive discount

Author: Glenn Freeman
Date: 05 Dec 2016

Vocus Communications' (ASX: VOC) share price slumped 23 per cent at the end of November, following management's disappointing guidance of between $205 million and $215 million in net profit after tax (NPAT) for fiscal 2017

Prospecting for greater cash returns

Author: Nicki Bourlioufas
Date: 05 Dec 2016

Following Donald Trump's election victory in the US, bond yields finally started rising across the globe after being at record low levels for a long time

Red is the new green

Author: Bill Gross
Date: 07 Dec 2016

I've got nothing against national anthems, and I wouldn't kneel even if I was Colin Kaepernick

This is why investors shouldn't be complacent

Author: Lesley Beath
Date: 29 Nov 2016

It was a "nice" week

Bonds may have sold off but don't sell out

Author: Nicki Bourlioufas
Date: 29 Nov 2016

One of the quickest trades that followed the 8 November election victory of Donald Trump was the selling out of bond funds, with investors piling into stocks as investors took on more risk with the promise of greater US growth

This ASX-listed gold stock is an attractive investment option

Author: Nicholas Grove
Date: 28 Nov 2016

Newcrest Mining (ASX: NCM) last week held an investor day in Sydney, and while nothing "earth-shattering" may have shaken loose from the presentation, it nonetheless reaffirmed Morningstar's view of the overall quality of the gold miner

Italy braces for referendum that risks Brexit-style consequences

Author: Michael Collins
Date: 22 Nov 2016

Italy's populist forces scored their biggest success so far in 2016 when candidates for the Five Star Movement were elected mayors of Rome and Turin in June

Australians largely unaware of new super cap deadline and opportunity

Author: Glenn Freeman
Date: 23 Nov 2016

A significant proportion of eligible Australians are unaware of this deadline, and don't properly understand the proposed changes in how their super assets will be taxed, according to Michael Hutton, head of wealth management, HLB Mann Judd

A scary number looming over Australian stocks

Author: Martin Conlon
Date: 24 Nov 2016

Sydney Airport (ASX: SYD) surged 89 per cent over the past three calendar years

The Trump trade: rhetoric versus reality

Author: Libby Cantrill
Date: 23 Nov 2016

Investors have generally been "risk on" since Donald Trump's victory on 8 November

Shareholder strikes on CBA, AGL and GMG shine spotlight on ESG investing

Author: Glenn Freeman
Date: 25 Nov 2016

Goodman Group (ASX: GMG) , AGL Energy (ASX: AGL) and Commonwealth Bank (ASX: CBA) were all targeted in the last quarter of 2016

What are the ATO's SMSF compliance targets for FY17?

Author: Anthony Fensom
Date: 24 Nov 2016

Fewer SMSF trustees and their funds were penalised by the ATO in fiscal 2016, with the ATO pointing to its more collaborative approach

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

Some sectors will win but many will lose as volatility continues

Author: Glenn Freeman
Date: 24 Nov 2016

Real estate investment trusts and telcos are out, and banks are back in, according to Geoff Wilson, chairman and portfolio manager, Wilson Asset Management

Fears of a Trump dump in tech stocks are overdone

Author: Glenn Freeman
Date: 16 Nov 2016

Fears of a rout in the technology sector are overdone, according to Morningstar equity analyst Gareth James

Are infrastructure stocks a good buy right now?

Author: Glenn Freeman
Date: 15 Nov 2016

The defensive, bond-like characteristics of infrastructure stocks have appealed to both institutional and retail investors in recent years, drawn by their income potential relative to low fixed-income yields

Why the US election won't dictate long-term market performance

Author: Angel Agudo
Date: 14 Nov 2016

After a heated and controversial presidential race, Donald Trump has come out as victor

Something amazing about to happen in China

Author: Richard Watt
Date: 21 Nov 2016

This is amazing not because it will offer better investment opportunities in China, but because it represents a key part of the incredible story of the Shenzhen Stock Exchange, the companies listed on it, and the city it sits in

Populism takes a wrong turn

Author: Bill Gross
Date: 23 Nov 2016

The Trumpian Fox has entered the Populist Henhouse, not so much by stealth but as a result of Middle America's misinterpretation of what will make America great again

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

Market Index Performance l October 2016

Author: Morningstar
Date: 16 Nov 2016

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

Here's why the post-election rally can continue

Author: Lesley Beath
Date: 14 Nov 2016

Investors can be strange animals

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