Not a subscriber ?  Start your complimentary Premium trial now

Articles from: What to do and what to avoid 10 years from retirement - Andrew Zbik to Will Telstra keep outperforming? - Nicholas Grove

What to do and what to avoid 10 years from retirement - Andrew Zbik

Author: Andrew Zbik
Date: 16 Sep 2016

The average superannuation balance for Australians aged 45-54 is $151,500 for males and $90,800 for females

What you need to know about listed investment companies - Peter Warnes/Michael Malseed

Author: Peter Warnes/Michael Malseed
Date: 26 Sep 2016

The older we get the less active we become

What you need to know about the pension transfer balance cap - Julie Hartley

Author: Julie Hartley
Date: 15 Nov 2016

In late September, the government released the second tranche of proposed superannuation changes, which covers the pension transfer balance cap, concessional contribution changes, catch-up concessional contributions and the removal of the earnings tax exemption for transition-to-retirement pensions

What's in the secret sauce of index funds? - Glenn Freeman

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

What's next for emerging markets? - Zachary Karabell

Author: Zachary Karabell
Date: 06 Oct 2015

In August, equity markets finally displayed the volatility that many had been anticipating

Where leading stock-pickers are finding value - Jeff Ptak

Author: Jeff Ptak
Date: 01 Jul 2015

Where are valuations and values today? Both managers are bottom-up investors, but when pressed for their market-level view neither see stocks as unreasonably expensive

Where the Queen's bank sees value - Alan Higgins

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

Where to find the best Buys - Christine St Anne

Author: Christine St Anne
Date: 31 May 2013

Investing in an overvalued market was a big theme that resonated throughout last week's Morningstar Investment Conference

Where to shop for top retail stocks - Anthony Fensom

Author: Anthony Fensom
Date: 27 Nov 2015

A slowing economy, mixed consumer and business confidence, and a weakening currency have all put pressure on the Aussie retail sector

Why Abenomics keeps missing the mark - Wharton School

Author: Wharton School
Date: 30 Oct 2015

Standard & Poor's recently cut its long-term credit rating of Japan one level, down to A+, and markets do not seem to have reacted much, if at all

Why Australian investors should consider Japanese equities - Anthony Fensom

Author: Anthony Fensom
Date: 26 Oct 2016

Japanese stocks have lost ground in 2016, with a rising exchange rate dampening exporters' profits and foreign investors retreating from the market

Why blockchain has got promise - James Hickling

Author: James Hickling
Date: 22 Sep 2016

Three years ago, a little-known digital currency called Bitcoin erupted on a bull-market run that boosted its value from around US$15 (A$20) a coin to just under US$1,000 in 12 months

Why buying at the right price matters - Andrew Lill

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

Why emerging markets are rallying - Kerry Craig

Author: Kerry Craig
Date: 14 Oct 2014

Current accounts, currencies and central banks can go a long way to explaining the underperformance in emerging-market equities since 2011 -- and also their recent rise

Why have the BRICs underperformed? - Scott Berg

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

Why investors will remain high on pot stocks - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 27 Apr 2017

Medicinal cannabis has been found to be effective in treating chronic pain management, epilepsy, and chemotherapy-induced nausea

Why Japan is a stock picker's paradise - Tom Becket

Author: Tom Becket
Date: 06 Jan 2016

Change is a word totally applicable to Japan at this time

Why look for value rather than growth in China? - Jing Ning

Author: Jing Ning
Date: 01 Feb 2017

The general perception surrounding China is that it is an ideal market to search for growth

Why performance-chasing is wrong - John Rekenthaler

Author: John Rekenthaler
Date: 03 Dec 2014

Vanguard has issued a new (short) report called, Quantifying the impact of chasing fund performance

Why SMSFs should start preparing for 30 June now - Anthony Fensom

Author: Anthony Fensom
Date: 24 Jan 2017

SMSF trustees had a busy 2016, with a raft of government changes and policy flip-flops keeping the industry on its toes

Why SMSFs use ETFs - Alex Vynokur

Author: Alex Vynokur
Date: 26 Jun 2014

The two acronyms "SMSF" and "ETF" are responsible for some of the largest changes to the Australian investment landscape in recent years

Why the Federal Reserve is timid on rates - Michael Collins

Author: Michael Collins
Date: 19 Oct 2015

One broad guide for evaluating central-bank decisions is this: When the case for a course of action is clear cut, central banks should have already acted

Why we are bullish on China - Peter Esho

Author: Peter Esho
Date: 19 Sep 2013

Chinese data continued to surprise in recent weeks

Why you should consider investing in mid-cap stocks - Arian Neiron

Author: Arian Neiron
Date: 04 Oct 2016

Australia's mid-cap sector has outperformed large-cap and small-cap stocks over the past 15 years, but despite this strong performance, the mid-cap sector has been largely ignored

Why you should invest in the cybersecurity sector - Anthony Fensom

Author: Anthony Fensom
Date: 18 Oct 2016

The recent Census fiasco provided another reminder of the growing threat of cybercrime in Australia, which reportedly costs the nation up to $17 billion a year

Will Abenomics work? - Michael Collins

Author: Michael Collins
Date: 20 May 2013

May 2013: A daring experiment is under way in the world's second-biggest modern economy

Will CBA continue to underperform its peers? - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 14 Sep 2016

Analysts are divided on the outlook for the big four banks and impending changes to capital requirements has been weighing on the sector, especially the nation's biggest financial institution, the Commonwealth Bank of Australia (ASX: CBA)

Will it be a hard or soft landing for China? - Western Asset

Author: Western Asset
Date: 08 Apr 2016

Executive summary • We are expecting China's headline GDP growth to decelerate to 5 per cent to 6 per cent over the next few years as the economy makes a structural transition away from low-end manufacturing towards services and the information technology sector.

Will Russia derail the eurozone recovery? - Nicola Mai

Author: Nicola Mai
Date: 09 Sep 2014

Geopolitical tensions from Ukraine threaten what is already a weak recovery in its neighbouring European economy

Will Telstra keep outperforming? - Nicholas Grove

Author: Nicholas Grove
Date: 24 Jul 2013

Telstra (TLS) has outperformed the market over the past 12 months, delivering a return that is roughly 12 per cent above the S&P/ASX 200

Advantages of Premium Membership

Your Money Weekly Newsletter

Independent stocks newsletter has been aiding Australian investors for over 30 years.

Independent Fund Analyst Research

For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.

Portfolio X-Ray

Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.

Investment Picks

Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.

Access these features and more when you sign up for Premium Membership.