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Articles from: A better year in 2015? - Brad Potter to Action in US top 100 worrying - Lesley Beath

A better year in 2015? - Brad Potter

Author: Brad Potter
Date: 03 Feb 2015

It hasn't been a good start to the year for global share markets

A bit of a conundrum - Lesley Beath

Author: Lesley Beath
Date: 13 Jan 2015


A brief look at the balance sheet - Karl Siegling

Author: Karl Siegling
Date: 10 Nov 2014

We should start this by admitting from the outset that we can never do this topic justice in one article

A case for Europe? - Mark Burgess

Author: Mark Burgess
Date: 09 Oct 2013

Despite there being much to consider over the past few months, we have made few changes to portfolios, largely leaving our overweighting to risk assets intact, and within equities and fixed income, our bias towards emerging markets

A case for quality investing - Wells Fargo

Author: Wells Fargo
Date: 29 Apr 2016

If you believe the Street's consensus, market volatility could be sticking around for the remainder of 2016

A case of conscious uncoupling - Kristina Hooper

Author: Kristina Hooper
Date: 23 Oct 2014

They say breaking up is hard to do

A closer look at infrastructure - Owen Holdaway

Author: Owen Holdaway
Date: 24 May 2013

How did the fund get started? I have been with Goldman Sachs for about 10 years now, running this fund for about seven

A closer look at special dividends - Christine St Anne

Author: Christine St Anne
Date: 16 May 2013

Both Woodside Petroleum (WPL) and Westpac Banking Corporation (WBC) recently announced special dividends

A footy fan's guide to portfolio construction - Bart Dowling

Author: Bart Dowling
Date: 30 Sep 2013

Now that we're at the business end of the footy season, it seems appropriate that we outline our thoughts as to the similarities between portfolio construction and football

A formula for long-term investing - Hilary Natoff

Author: Hilary Natoff
Date: 28 Nov 2013

For most people, the challenge of investing at the outset is to accumulate wealth over a relatively long time

A growth bet on India? - Christine St Anne

Author: Christine St Anne
Date: 23 May 2014

Morningstar's silver-rated Platinum Asia Fund [9894] beat the market benchmark, according to its December 2013 quarterly note

A hard landing for China? - Andy Brunner

Author: Andy Brunner
Date: 12 Jan 2015

It is well-known that growth rates in the Chinese economy are in long-term structural decline as the authorities attempt to transition to a slower and more sustainable pace of growth

A healthy correction in emerging markets - Scott Minerd

Author: Scott Minerd
Date: 04 Feb 2014

The current rout in emerging markets is a healthy turn in the economic cycle

A key item in a stock wish list - Christine St Anne

Author: Christine St Anne
Date: 12 Sep 2014

The collapse of a number of junior miners due to falling iron-ore prices dominated this week's headlines in the financial press

A little stumble - Peter Warnes

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

A massive understatement on Australia's economic outlook - Michael Collins

Author: Michael Collins
Date: 24 Oct 2016

The Netherlands economy expanded from 1982 to 2008 due to the ability of this small trade-focussed country to capitalise on the globalisation of that era

A new approach to indexing - Lars Hamich

Author: Lars Hamich
Date: 12 Aug 2013

Most exchange-traded funds (ETFs) listed in Australia are based on long-established conventional indices that follow common methodology concepts

A new form of financial advice - Peter Arnold

Author: Peter Arnold
Date: 05 Jan 2015

Wealth advice and how it is delivered is changing and technology is helping introduce a range of new options for investors

A new race to the bottom - Peter Warnes

Author: Peter Warnes
Date: 17 Feb 2017

Global equities markets are dancing to the beat of the Trump anthem

A new way to identify quality companies - Christine St Anne

Author: Christine St Anne
Date: 05 Aug 2014

The recent article titled How to avoid a bad stock followed the recent launch of the Morningstar Stewardship Rating methodology

A question of style - BetaShares

Author: BetaShares
Date: 08 Jul 2016

That said, due to the tendency of markets to "regress to the mean," history suggests that extended periods of outperformance by one style of strategy are eventually followed by periods of underperformance--in other words, markets go through cycles of "style rotation"

A recession for Australia? - Christine St Anne

Author: Christine St Anne
Date: 20 Jun 2013

This week, Bank of America Merrill Lynch Australia chief economist Saul Eslake was the latest analyst to flag the possibility of an Australian recession

A saver's nightmare? - Bill Gross

Author: Bill Gross
Date: 29 Sep 2015

So the Federal Reserve (the Fed) has chosen to hold off on their goal of normalising interest rates and the European Central Bank (ECB) has countered with the threat of extending their scheduled quantitative easing (QE) with more checks and more negative interest rates, and the investment community wonders how long can this keep goin' on

A scary number looming over Australian stocks - Martin Conlon

Author: Martin Conlon
Date: 24 Nov 2016

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

A soaring US dollar poses risks for the world economy - Michael Collins

Author: Michael Collins
Date: 03 Mar 2017

In 1988, Donald Trump paid US$407 million (A$545 million) for New York's elegant Plaza Hotel, which he boasted was the "Mona Lisa" of hotels

A special dividend from CBA? - Nicholas Grove

Author: Nicholas Grove
Date: 15 Jul 2013

Commonwealth Bank of Australia (CBA) is set to release its earnings results for fiscal 2013 in mid-August, being the only bank among Australia's "big four" with a financial year to the end of June.

A turnaround for Woolworths? - Christine St Anne

Author: Christine St Anne
Date: 19 Jun 2015

The departure of Woolworths (WOW) chief executive Grant O'Brien announced earlier this week was welcome by the market

Action in resources builds optimism - Lesley Beath

Author: Lesley Beath
Date: 08 Mar 2016


Action in US top 100 worrying - Lesley Beath

Author: Lesley Beath
Date: 04 Feb 2014

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

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