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Articles from: 5 developments to monitor in 2016 - Michael Collins to 7 sins of investing - Morningstar

5 developments to monitor in 2016 - Michael Collins

Author: Michael Collins
Date: 27 Jan 2016

Angela Merkel enters the New Year as the political colossus holding Europe together

5 economies to lose out to tapering - Emma Wall

Author: Emma Wall
Date: 13 Nov 2013

Investors have felt the benefit of quantitative easing - the Fed's money-printing policy has helped put money in their pockets

5 key drivers of quality ETFs - Christine St Anne

Author: Christine St Anne
Date: 26 Mar 2015

Last year, assets in exchange-traded funds (ETFs) hit a record high, according to Deutsche Asset and Wealth Management head of South-east Asia passive investments Sam Manchanda

5 measures of successful investors - Larissa Fernand

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

5 need-to-know ATO rulings - Christine St Anne

Author: Christine St Anne
Date: 25 Jul 2014

The Australian Taxation Office (ATO) has issued a number of tax determinations (TDs) over the past six months

5 portfolio construction mistakes - Larissa Fernand

Author: Larissa Fernand
Date: 24 Dec 2014

1) Confusing asset allocation with diversification Investors tend to use the terms interchangeably

5 rules for a smart investment strategy - Larissa Fernand

Author: Larissa Fernand
Date: 02 Dec 2014

1) Avoid cookie-cutter solutions to your asset allocation Once you get the broad principles in place, fine tune it to suit yourself

5 rules SMSF trustees need to know - SUPERCentral

Author: SUPERCentral
Date: 05 Jul 2016

This deadline relates to trustees having to satisfy the "five collectables" rules in respect of collectables which were purchased before 1 July 2011

5 small-cap stocks that topped our return charts in 2016 - Glenn Freeman

Author: Glenn Freeman
Date: 31 Jan 2017

These five companies delivered top total return figures among Morningstar's small-cap segment of stocks under coverage in 2016

5 steps to kickstart your portfolio - Christine Benz

Author: Christine Benz
Date: 30 Jan 2015

Many of the basic rules of investing are counterintuitive

5 super budget issues to tackle - Christine St Anne

Author: Christine St Anne
Date: 17 May 2013

Superannuants were certainly getting the jitters earlier this week over fears the Labor government would launch a raid on super

5 top stocks with yield plus growth - Christine St Anne

Author: Christine St Anne
Date: 26 Jul 2013

US industrialist John D Rockefeller once said "the greatest pleasure in life was watching dividends come in"

5 top total return stocks - Nicholas Grove

Author: Nicholas Grove
Date: 24 Sep 2013

Over the next five years, Australian-listed regulated utilities are set to offer higher-than-average total returns and a higher starting yield compared to most other income stocks, according to UBS

5 traps in using the PE metric - Karl Siegling

Author: Karl Siegling
Date: 11 Mar 2014

This is the first of our articles on fundamental analysis and we will focus on the price-to-earnings ratio (PE)

5 ways to protect your retirement - Chris Hogan

Author: Chris Hogan
Date: 05 Nov 2013

Trustees of self-managed superannuation funds (SMSFs) and investors generally need to take steps to mitigate the potentially destructive impact of sequencing risk on their retirement portfolios

5 winning international equities - Nicholas Grove

Author: Nicholas Grove
Date: 20 Mar 2014

For Australian investors and self-managed super fund (SMSF) trustees looking to take advantage of global investing opportunities, the approach adopted by Goldman Sachs Asset Management/Wellington Management Company is a winning one, according to Morningstar

6 events you may have missed - Michael Collins

Author: Michael Collins
Date: 15 Feb 2016

In 2011, the US suffered the embarrassment of losing its triple-A debt rating for the first time when Republicans abandoned the formality of renewing Washington's debt limit in an attempt to blackmail Democrats into agreeing to spending cuts

6 large-cap ASX stocks that look relatively cheap - Nicholas Grove

Author: Nicholas Grove
Date: 04 Oct 2016

The underperformance of Australian large-cap stocks vis-à-vis their mid- and small-cap counterparts since early 2015 has been widely reported, with falls in heavyweights Telstra (ASX: TLS) , the big banks and the big miners weighing on the S&P ASX 200 Index

6 lessons from a true investor - Christine St Anne

Author: Christine St Anne
Date: 17 Jul 2015

A true investor should aim to generate a satisfactory return on capital over time while minimising the risk of capital loss, according to Magellan Financial Group (MFG) chief investment officer Hamish Douglass

6 major sources of bank income - Christine St Anne

Author: Christine St Anne
Date: 05 Jun 2013

Investors can go beyond bank shares to access alternate sources of yield, according to FIIG Securities director of education and fixed-income research Elizabeth Moran

6 steps on the path to winding up an SMSF - Natasha Ng

Author: Natasha Ng
Date: 25 Nov 2016

There is a compliance/legal path to follow and this article outlines key points along that path

6 stock investing concepts explained - Matthew Coffina

Author: Matthew Coffina
Date: 13 Nov 2014

Periodically, it's important to review the basics of our investment philosophy, both for investors who are new to Morningstar and for long-time followers who could use a refresher

6 stocks linked to the housing boom - Christine St Anne

Author: Christine St Anne
Date: 11 Dec 2013

HSBC chief economist Paul Bloxham reckons Australia's housing boom is just beginning

6 stocks set to outperform in 2014 - Nicholas Grove

Author: Nicholas Grove
Date: 24 Jan 2014

With many investors trying to find additional stocks to include in their portfolios for 2014, Invast Securities recently identified a number of "beaten-down" blue-chip companies the brokerage believes have the potential for a turnaround

6 top stocks for your Christmas stocking - Anthony Fensom

Author: Anthony Fensom
Date: 09 Dec 2016

The Christmas bells are ringing again, and for Australian investors they have rung up a volatile 2016

6 winning sectors from a Coalition victory - Christine St Anne

Author: Christine St Anne
Date: 10 Sep 2013

The Coalition secured a decisive win in Saturday's federal election and is expected to secure 88-90 of the 150 seats in the House of Representatives

7 sins of investing - Morningstar

Author: Morningstar
Date: 16 Sep 2014

Years ago, James Montier, then with Dresdner Kleinwort Wasserstein, came out with a white paper titled Seven Sins of Fund Management that looked at how behavioural finance can affect the investment process

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