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Articles from: Perpetual lifts profit despite tough markets - Nicki Bourlioufas to Putting trust in listed property - Nicki Bourlioufas

Perpetual lifts profit despite tough markets - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 25 Aug 2016

Perpetual (ASX: PPT) rallied on Thursday after the fund manager announced healthy growth in some business divisions and a rise in statutory profit despite difficult financial markets

Perpetual named Fund Manager of the Year - Christine St Anne

Author: Christine St Anne
Date: 03 Mar 2014

Perpetual Investments has been named Fund Manager of the Year in the Australian Morningstar Awards 2014

Peter Warnes' magnificent 7 - Christine St Anne

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

Picking the right global strategy - Andrew Lill

Author: Andrew Lill
Date: 11 Jun 2015

Most investors think about investing in global equity markets and global currencies as the same thing

PIMCO chief to step down - Eric Jacobson

Author: Eric Jacobson
Date: 22 Jan 2014

PIMCO has announced that chief executive and co-chief investment officer Mohamed El-Erian will be stepping down from those roles and departing PIMCO in mid-March 2014

PIMCO still a formidable fund suite - Alex Prineas

Author: Alex Prineas
Date: 25 Mar 2014

On 21 January 2014, PIMCO announced that former chief executive officer and co-chief investment officer Mohamed El-Erian would depart the firm by mid-March 2014

PIMCO's forecast for stocks and bonds - Holly Cook

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

PIMCO's Gross opens up on interest rates - Adam Zoll

Author: Adam Zoll
Date: 23 Jun 2014

Interest rates need to rise but must not be extended too far or a bear market may result, says PIMCO founder and chief investment officer Bill Gross

Pitfalls and potential of small caps - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 19 Jun 2015

Buying small-cap stocks is an inherently riskier business than buying large-cap stocks and investors need to do thorough due diligence to ensure they don't buy a dud, says Morningstar equities analyst Nathan Zaia

Plan now for pension access - Natasha Panagis

Author: Natasha Panagis
Date: 23 Jun 2015

Background Most Centrelink and Department of Veterans' Affairs (DVA) payments are means tested to determine the amount of pension an eligible person is entitled to

Policymakers ponder "helicopter money" - Michael Collins

Author: Michael Collins
Date: 27 Jun 2016

In Denmark, where interest rates have been negative the longest, businesses and consumers are saving more than they did before 2012

Populism takes a wrong turn - Bill Gross

Author: Bill Gross
Date: 23 Nov 2016

The Trumpian Fox has entered the Populist Henhouse, not so much by stealth but as a result of Middle America's misinterpretation of what will make America great again

Position yourself for inflation outbreak, warns BT - Tim Stewart

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

Positive sign for global markets - Lesley Beath

Author: Lesley Beath
Date: 08 Apr 2015

Overview

Potential reversal point? - Lesley Beath

Author: Lesley Beath
Date: 04 Nov 2014

Overview

Practical approach to small pension underpayments - Melanie Dunn

Author: Melanie Dunn
Date: 11 Apr 2016

Where a pension does not meet the minimum pension standards in the SIS Regulations the pension interest will cease at 1 July of that year

Pre-retirement trustees have most to lose from proposed super changes - Glenn Freeman

Author: Glenn Freeman
Date: 17 Oct 2016

The study used a sample of 14,351 SMSF funds provided to the SMSF Association by BGL Corporate Solutions, an SMSF software and administration provider

Preparing your SMSF for financial year-end - Anthony Fensom

Author: Anthony Fensom
Date: 21 Apr 2016

Price action gives mixed signals - Lesley Beath

Author: Lesley Beath
Date: 30 May 2016

Overview

Price action remains positive - Lesley Beath

Author: Lesley Beath
Date: 20 May 2013

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

Price versus value: a dangerous game - Andrew Fleming

Author: Andrew Fleming
Date: 24 Jun 2016

In early to mid-2000, Computershare (ASX: CPU) was the most favoured poster child for technology stocks listed in Australia

Profit dives but BHP pays dividend - Christine St Anne

Author: Christine St Anne
Date: 26 Aug 2015

BHP Billiton (BHP) announced a net profit of US$1.9 billion for fiscal 2015, down 86 per cent on the prior year

Property versus shares - Anthony Fensom

Author: Anthony Fensom
Date: 21 Jul 2016

First, the good news for residential property investors

Proposed ASX listing rules curtail retail IPO access - Ben Bucknell

Author: Ben Bucknell
Date: 23 Jun 2016

The ASX has proposed reducing the minimum number of investors that a company must have to list to 100 (for large companies) or 200 (for small companies) in its consultation paper, "Updating ASX's admission requirements for listed entities"

Pros and cons of income-generating strategies in retirement - Christine Benz

Author: Christine Benz
Date: 10 Dec 2015

Retirees often obsess about generating income from their portfolios, conflating their need to replace the income they once earned from their salaries with a need to invest their whole portfolios in income-producing securities

Prospect for topside break - Lesley Beath

Author: Lesley Beath
Date: 01 Jul 2014

Overview

Prospecting for greater cash returns - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 05 Dec 2016

Following Donald Trump's election victory in the US, bond yields finally started rising across the globe after being at record low levels for a long time

Prospects in the great equity re-rating - Christine St Anne

Author: Christine St Anne
Date: 31 Jul 2015

The era of zero interest rates are drawing to an end with financial markets paving the way for a rate rise (albeit gradual) by the US Federal Reserve -- the first hike since 2004

Prospects in Turnbull's innovation push - Christine St Anne

Author: Christine St Anne
Date: 09 Oct 2015

Volatility is one of the most distinguishing features of our times, according to Prime Minister Malcolm Turnbull, and can be seen in everything from share markets to the "rapid disruption" taking place within the technology sector

Putting trust in listed property - Nicki Bourlioufas

Author: Nicki Bourlioufas
Date: 18 Sep 2015

The recent share-market turmoil has highlighted that equities are a risky investment

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