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Articles from: Where the Queen's bank sees value to SMSFs and property: A fatal mix?

Where the Queen's bank sees value

Author: Alan Higgins
Date: 16 Jun 2015

Overweight equities despite stretched valuations We remain positive on equities in general and see them making modest gains as the global economic recovery continues

Pitfalls and potential of small caps

Author: Nicki Bourlioufas
Date: 19 Jun 2015

Buying small-cap stocks is an inherently riskier business than buying large-cap stocks and investors need to do thorough due diligence to ensure they don't buy a dud, says Morningstar equities analyst Nathan Zaia

Why have the BRICs underperformed?

Author: Scott Berg
Date: 09 Jun 2015

Whether looking at absolute or relative returns, economic growth figures or delivered earnings growth, many emerging market index statistics over the past few years have made for painful viewing

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

India transformed

Author: Diana Crawford
Date: 17 Jun 2015

Dramatic changes have been happening in India since the election of Narendra Modi as Prime Minister last year, says David Kunselman, senior portfolio manager at the Canadian-based firm Excel Investment Counsel Inc

Is it time to buy?

Author: Lesley Beath
Date: 09 Jun 2015


Demystifying technical analysis

Author: Lesley Beath
Date: 15 Jun 2015

When I began using technical analysis back in the mid-1980s, I was met with a lot of derision by some fundamental analysts

Emerging world battles mighty US dollar

Author: Michael Collins
Date: 15 Jun 2015

When the Federal Reserve embarked on its third dose of quantitative easing in 2012, Brazil's then-finance minister Guido Mantega slammed the Fed's decision as the start of a "currency war"

Resource stocks: stronger for longer?

Author: Anthony Fensom
Date: 12 Jun 2015

"Stronger for longer" was the catchcry among resources investors during the most recent mining boom, with China's explosive growth helping catapult commodity and stock prices higher

Australia lags in tax and regulation

Author: Christine St Anne
Date: 10 Jun 2015

Australia has scored poorly in regulation and taxation, according to the fourth Morningstar Global Fund Investor Experience report

Reason for optimism

Author: Lesley Beath
Date: 01 Jun 2015


Seeking value in expensive markets

Author: Christine St Anne
Date: 05 Jun 2015

Against a backdrop of benign inflation and accommodative policy settings, the global economy has been ticking along

Picking the right global strategy

Author: Andrew Lill
Date: 11 Jun 2015

Most investors think about investing in global equity markets and global currencies as the same thing

5 measures of successful investors

Author: Larissa Fernand
Date: 04 Jun 2015

In a recent presentation organised by the Federal Reserve Bank of Chicago, Morningstar's director of personal finance Christine Benz explained that there are a lot of ways that investors can find success

Good value Aussie equities hard to find

Author: Christine St Anne
Date: 03 Jun 2015

They may share the same first name but Paul Skamvougeras and Paul Xiradis are different in their approach to investing

The end of Australia's triple treat

Author: Christine St Anne
Date: 11 Jun 2015

If you had invested in the Australian index over the past two decades you would have got a "beautiful, accidental bias" towards the best-performing sectors in the world that you would not have got if you lived anywhere else, according to gold medallist fund manager Platinum Asset Management (PTM)

Beware the promises of high yield

Author: Christine St Anne
Date: 02 Jun 2015

Remember the days of investments such as collateralised debt obligations (CDOs), collateralised loan obligations (CLOs) and products that promised "cash plus returns?" Driven by a desire for high income through high-yielding investments, investors were attracted to such products only to lose their money following the GFC.

Due diligence needed on smart-beta ETFs

Author: Nicki Bourlioufas
Date: 04 Jun 2015

The explosion of exchange-traded funds (ETFs) on the Australian Securities Exchange (ASX) and other listed invested vehicles has enabled investors to build more diversified portfolios

Exploring South32's hidden value

Author: Christine St Anne
Date: 20 May 2015

This week BHP Billiton (BHP) spin-off South32 Limited (S32) made its debut on the Australian Securities Exchange, opening at $2.13 and closing at $2.05

Dow Transports action raises concern

Author: Lesley Beath
Date: 25 May 2015


Low interest rates: a retiree survival guide

Author: Anthony Fensom
Date: 22 May 2015

Australia's lowest interest rates on record have hit retirees hard, with deposit rates barely matching inflation

The politics of investing

Author: Robert Harvey
Date: 01 Jun 2015

Forecasts and predictions are tough in any business, but politics is possibly tougher than most to divine the outcome of future market events, even in this modern age

Global investing reinvented

Author: Rudy Luukko
Date: 14 May 2015

According to conventional thinking, geographic diversity is based on where a company is domiciled

Market Index Performance l May 2015

Author: Morningstar
Date: 03 Jun 2015

Insights from a top-performing LIC

Author: Christine St Anne
Date: 15 May 2015

The Australian Foundation Investment Company (AFI) has served investors well for the best part of a century -- a trend that Morningstar senior fund research analyst Mark Laidlaw is confident will continue

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

How to be financially healthy

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

Wesfarmers to maintain momentum

Author: Christine St Anne
Date: 28 May 2015

It was a relatively candid Richard Goyder who fronted the recent Australian Shareholders' Association annual conference in early May

ETFs: Giving investors transparency and choice

Author: Arian Neiron
Date: 12 May 2015

There is now a greater range of low-cost, transparent, easily traded managed funds available to Australian investors

SMSFs and property: A fatal mix?

Author: Anthony Fensom
Date: 29 May 2015

Surging property prices in Sydney and Melbourne have attracted the attention of regulators, worried about the potential fallout from markets overheating

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