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Articles from: These 3 miners may be over-exposed to China to Bank boards need to be more equitable

These 3 miners may be over-exposed to China

Author: Glenn Freeman
Date: 19 Apr 2017

The outlook for the Australian economy over the next two quarters may be strong, but the sustainability of the commodities rally is a key question

Far from up against a wall

Author: Tom Stevenson
Date: 18 Apr 2017

During the first three months of the year, contrary to conventional wisdom, the top-performing stock markets have not been in the US, not even in a resurgent Europe, but in the emerging markets

What lies ahead for Australia's mining and energy companies

Author: Glenn Freeman
Date: 28 Apr 2017

Mathew Hodge and Mark Taylor, senior equity analysts covering mined commodities and energy, on Thursday provided their expert insights into Morningstar's overall medium-term outlook for the sector, during our exclusive webcast, "Mountains still to climb: What lies ahead for mining and materials"

Investing in infrastructure in a rising rate environment

Author: Arian Neiron
Date: 26 Apr 2017

On the contrary, history has shown that global listed infrastructure securities can perform well after an interest rate hike

Inflationary sea change

Author: Simon Stevenson
Date: 20 Apr 2017

The last year has seen a major sea change in views around the outlook for inflation

Equity markets priced for too much hope, says Gross

Author: Bill Gross
Date: 20 Apr 2017

A recent internet blog posed the predicament of many medium/long-term relationships: At some point couples run out of historical stories or even topical things to say

Investors turning away from negative ESG screening

Author: Glenn Freeman
Date: 21 Apr 2017

Around 90 per cent of asset managers in the Asia-Pacific region intend to move beyond "negative screening" ESG approaches over the next two years, the study found

Growth versus value stocks: What next for markets?

Author: Jacob de Tusch-Lec
Date: 10 Apr 2017

The powerful rally in cyclical "value" stocks and financials seen in the second half of last year--and which carried over into January, paused for breath in February

Protecting your portfolio against a downturn

Author: Nicki Bourlioufas
Date: 12 Apr 2017

Many experts are pointing to a correction in bank shares, especially if the property market should come off the boil

Most stocks stink

Author: John Rekenthaler
Date: 11 Apr 2017

The reply to the headline's question surely can't be yes, because that would be no story at all; everybody knows that stocks beat Treasuries

Reflections on an asset class

Author: Stuart Dear
Date: 21 Apr 2017

The economic data and sentiment indicators--in most parts of the world--continue to suggest a renewed expansion phase for the global economy

Some things you should know about the super changes

Author: Genene Wilson
Date: 06 Apr 2017

There is a one-time opportunity for total contributions of up to $575,000 before 30 June for some people

Amazon effect, rates not enough to dent REITs

Author: Anthony Fensom
Date: 12 Apr 2017

Rising bond yields and the "Amazon effect" have hit the real estate investment trust (REIT) sector

Can your SMSF invest in gold?

Author: Eleanor Tjondro
Date: 03 Apr 2017

A recent client enquiry led us to take a closer examination of the types of assets an SMSF can invest in

How long can the bull keep running?

Author: Nicki Bourlioufas
Date: 07 Apr 2017

If it feels like the current bull market has been running for years, that's because it has

Here's what you need to know about Downer's bid for Spotless

Author: Nicholas Grove
Date: 22 Mar 2017

Downer EDI Limited (ASX: DOW) on Tuesday launched a $1.3-billion takeover bid for facility and laundry services provider Spotless Group Holdings (ASX: SPO) , an offer which sent shares in the latter soaring nearly 50 per cent in the hours after the bid was announced

Here are 4 good reasons to own this healthcare stock

Author: Nicholas Grove
Date: 04 Apr 2017

Healthscope Limited (ASX: HSO) this week announced that former Telstra (ASX: TLS) executive Gordon Ballantyne will be taking the helm of Australia's second-biggest private hospital operator effective 15 May 2017, replacing outgoing CEO Robert Cooke

Outlook delicately balanced but strong buffers support housing market

Author: David Ellis
Date: 07 Apr 2017

Record high gross household debt levels, terrible housing affordability, low wage growth and rising borrowing costs, regardless of changes in the RBA's official cash rate, are headwinds to stronger economic growth in Australia

SMSF trustees travelling overseas may need company power of attorney

Author: Natasha Ng
Date: 07 Apr 2017

What happens if they, in their capacity as directors of the corporate trustee, need to sign off on decisions concerning them as members but they are overseas? This is a very common scenario and therefore it is very important that if the trustee of your fund is a company that the company appoints a company power of attorney in anticipation of this type of situation.

The 3 biggest threats to SMSF investors in 2017

Author: Glenn Freeman
Date: 27 Mar 2017

AMP Capital's latest Black Sky Report found self-managed super fund (SMSF) trustees expect a 10.9 per cent return on their portfolio in 2017--comprising 6 per cent capital and 4.9 per cent income--yet less than one-fifth have rebalanced their SMSF portfolio towards growth assets

What's in the secret sauce of index funds?

Author: Glenn Freeman
Date: 03 Apr 2017

Having recently been named Morningstar's Australian Fund Manager of the Year for the second time in three years, Vanguard knows plenty about what makes equity markets tick

South32 to buy back US$500m in shares

Author: Nicholas Grove
Date: 27 Mar 2017

South32 Limited (ASX: S32) aims to return an additional US$500 million (A$655 million) to shareholders, equating to 4.5 per cent of its current market capitalisation, via an on-market share buyback, the diversified miner told the ASX on Monday

Here's how the Australian ETF industry is transforming

Author: Anthony Fensom
Date: 27 Mar 2017

But while the local market's offerings may appear dull in comparison, local funds are getting more diverse as managers seek to reach new investors

Amazon threat to Australian retail sector may be overdone

Author: Glenn Freeman
Date: 28 Mar 2017

Wesfarmers, Woolworths and other dominant players in the Australian retail space have continued to deliver solid performances for investors, Warnes told Morningstar subscribers who took part in its second webcast of 2017 earlier this month

Myth-busting: Stock valuation and earnings growth

Author: Dan Kemp
Date: 30 Mar 2017

There is a perpetual debate in financial markets about the relationship between valuations and future earnings growth

Lessons from the eight years since the market crash

Author: Dan Kemp
Date: 29 Mar 2017

If an investor had the foresight in March 2009 to predict where we would be today, many would be pleasantly surprised with the progress financial markets have made

SMSF exposure to residential housing raises concerns

Author: Nicki Bourlioufas
Date: 28 Mar 2017

There has been increasing talk about a housing bubble in Australia

A little stumble

Author: Peter Warnes
Date: 31 Mar 2017

US equities markets have ignored the failure of President Trump to convince his own party to introduce the American Health Care Act to unwind the Obamacare health insurance safety net

The maths involved in bond investing

Author: Stuart Dear
Date: 24 Mar 2017

After the fireworks of 2016, 2017 has, to date, been more like an aromatic candle in terms of market moves

Bank boards need to be more equitable

Author: Peter Warnes
Date: 24 Mar 2017

No wonder there are calls for a Royal Commission into the banking sector

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