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Articles from: Advised SMSFs show greater diversity to Why buying at the right price matters

Advised SMSFs show greater diversity

Author: Owen Holdaway
Date: 30 May 2013

According to new research by CoreData, self-managed super funds (SMSFs) are heavily invested in Australian equities, although their allocation varies considerably depending on whether they are self-managed or have an adviser

Westpac to pay special dividend

Author: Nicholas Grove
Date: 03 May 2013

Westpac Group (WBC) on Friday announced a 10 per cent year-on-year rise in cash earnings to $3.53 billion for the six months to 31 March 2013.

The mysterious world of bitcoin

Author: Knowledge@Wharton
Date: 30 Apr 2013

Just what exactly should we make of bitcoin? The once-obscure digital currency has had quite a ride

Trust refuses to offer Equity Trustees due diligence

Author: Rachael Micallef
Date: 20 May 2013

The Trust Company (TRU) is refusing to offer due diligence to Equity Trustees (EQT) after reiterating its recommendation for Perpetual's (PPT) acquisition offer

SMSFs take up bulk of ETF boom

Author: Rachael Micallef
Date: 14 May 2013

Self-managed super funds (SMSFs) are the main investors of exchange-traded funds (ETFS), with the industry forecasted for continued long-term growth

Is the threat of inflation real?

Author: Michael Collins
Date: 18 Jul 2013

The Federal Reserve judges that inflation is low enough for it to prolong its third splash of quantitative easing

How much should I hold in ETFs?

Author: Christine St Anne
Date: 19 Sep 2014

Exchange-traded funds (ETFs) have always appealed to investors

Emerging world needs new model

Author: Dominic Rossi
Date: 15 Aug 2013

The recent weakness in emerging market equities is structural

Peter Warnes' magnificent 7

Author: Christine St Anne
Date: 30 Apr 2014

Subscribers to Huntleys' Your Money Weekly will know that Morningstar head of equities research Peter Warnes is not afraid to tell it how he sees it

The income advantage over term deposits

Author: Christine St Anne
Date: 27 Nov 2013

In recent times, investors would have read countless articles (including this one) about falling cash rates

Emerging markets: Great potential for the patient

Author: Jason Stipp
Date: 13 Dec 2013

Stipp : In your November letter to shareholders, you wrote: "As frustrating as this year has been, I do not think it matters much to the long-term investor with an objective perspective." We've heard the story about emerging-markets' potential for many years, especially coming out of the financial crisis

Position yourself for inflation outbreak, warns BT

Author: Tim Stewart
Date: 14 May 2013

The global economy is being primed to dangerous levels and investors need to be prepared for an "outbreak" of inflation, says BT chief investment officer Patrick Farrell

Australian equities: Is there more to come?

Author: Tim Wong
Date: 21 May 2014

Valuations across the Australian market, the seemingly insatiable search for yield and the state of the resources sector were among the main topics discussed by the Australian equity panellists at this year's Morningstar Investment Conference

Global equities: 1999 all over again?

Author: Alex Prineas
Date: 28 May 2014

Stretched global equity valuations, a dim outlook for China and the risk of rising interest rates -- the global equity panellists at Morningstar's 2014 Investment Conference explored all these concerns, yet remained optimistic about their portfolios

Overcoming liquidity risk

Author: Arian Neiron
Date: 15 May 2014

The recent volatility in equities demonstrates that markets remain fragile

Is there value in the Healthscope IPO?

Author: Christine St Anne
Date: 18 Jul 2014

There has been much ado about the upcoming float of Healthscope

Market Index Performance | December 2013

Author: Morningstar
Date: 06 Jan 2014

Global threats are mounting

Author: Michael Collins
Date: 25 Aug 2014

The hazards confronting the world economy are mounting

Don't forget Japan

Author: Tom Becket
Date: 01 Oct 2013

In among the terribly tedious "taper" debate, the excitement over the long overdue return to growth in the eurozone and the "Great Deceleration" in the emerging market economies, the major story from the first half of the year has been ignored - Japan

Woolworths continues to outperform

Author: Nicholas Grove
Date: 06 Feb 2014

Companies covered in this report: • Woolworths Limited

Made in the USA again

Author: Dan Crimmins
Date: 01 Oct 2014

The extent of the US manufacturing renaissance is little appreciated

There will be haircuts for investors

Author: Bill Gross
Date: 07 May 2013

"Good as Money," proclaimed the ad for Twenty Grand Vodka infused with cognac

Should the AGM be abolished?

Author: Christine St Anne
Date: 10 May 2013

The bulk of questions at Westpac's (WBC) annual general meeting (AGM) last year focused on customer service

3 winning dividend stocks

Author: Christine St Anne
Date: 05 Sep 2014

More companies lifted than cut dividends in the latest reporting season

3 drivers behind a gold price hike

Author: Russel Chesler
Date: 10 Jun 2014

The gold price has been volatile in 2014

Japan and China: The best way forward?

Author: Wharton School
Date: 27 Oct 2014

Sometimes, the best strategy is to just leave things as they are, when the alternative is only to make things worse

Morningstar's new income stock pick

Author: Christine St Anne
Date: 19 Nov 2014

Despite the September market sell-off that saw Australia's banks and Telstra (TLS) belted by overseas investors, the Morningstar Income Portfolio performed quite nicely

ANZ lifts cash profit, dividends

Author: Nicholas Grove
Date: 31 Oct 2014

Australian and New Zealand Banking Group (ANZ) on Friday said its cash profit for the fiscal year ended 30 September 2014 rose 10 per cent to $7.1 billion

Seeking high dividends from ETFs

Author: Tim Murphy
Date: 07 May 2014

Investors building income portfolios with listed investments historically have often relied on dividends from blue-chip shares like the major banks and Telstra (TLS) , or in more recent times, have chased the higher yields on offer from hybrid securities, particularly those issued by the major banks

Why buying at the right price matters

Author: Andrew Lill
Date: 18 Aug 2014

Over the past five years share markets have risen significantly, with Australian shares up 11 per cent and global shares up 16.6 per cent

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