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Articles from: Australia lags in tax and regulation to Europe continues to emit warning signals

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

Overview

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

Overview

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

Fear of volatility is biggest risk to returns

Author: Emma Wall
Date: 18 May 2015

Volatility may create investment opportunities but it spooks investors, causing them to crystallise losses, warns emerging markets veteran investor Mark Mobius

Retirees take federal budget hit

Author: Christine St Anne
Date: 15 May 2015

As expected, the government did not announce any changes to superannuation in this week's budget

Reforms drive growth in Asia

Author: Christine St Anne
Date: 26 May 2015

During a recent presentation hosted by Morningstar Australia, global investor and Platinum Asset Management (PTM) founder Kerr Neilson pointed to a map of the world

China versus Russia

Author: Craig Botham
Date: 28 May 2015

Russia Russian GDP contracted 1.9 per cent year on year in the first quarter of 2015

Understanding opportunities in China

Author: PIMCO
Date: 19 May 2015

Why are investors increasingly focused on China? Eric Mogelof : It is no secret that China has become a critical part of the global economy

An important juncture

Author: Lesley Beath
Date: 19 May 2015

Overview

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

Stock pickers who invest like Buffett

Author: Christine St Anne
Date: 08 May 2015

The annual Berkshire Hathaway shareholder meeting kicked off last weekend in Omaha, Nebraska

Europe continues to emit warning signals

Author: Lesley Beath
Date: 05 May 2015

Overview

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