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Articles from: Giving as part of your financial plan - Andrew Buchan to Here's how to access China A-shares ahead of MSCI decision - Arian Neiron

Giving as part of your financial plan - Andrew Buchan

Author: Andrew Buchan
Date: 08 Jul 2014

Westpac Banking Corporation (WBC) chief executive Gail Kelly recently announced the establishment of the largest private scholarship program in Australia's history

Giving your SMSF a spring clean - Anthony Fensom

Author: Anthony Fensom
Date: 23 May 2016

Having done your homework , you should have your self-managed super fund (SMSF) well prepared for the end of the financial year

Global capital flows come with flaws - Michael Collins

Author: Michael Collins
Date: 20 Sep 2016

In 1968, Prime Minister John Gorton, fearful that looser controls on capital in Europe and the US would lead to foreign takeovers of Australian companies, told the then state-based stock exchanges to force their listed companies to restrict voting rights to locally based shareholders

Global dividend growth accelerates sharply in 1Q - Janus Henderson Investors

Author: Janus Henderson Investors
Date: 08 Jun 2017

Global dividends rose to $218.7 billion in the first quarter, expanding at an underlying rate of 5.4 per cent year-on-year, according to the latest Global Dividend Index from Janus Henderson

Global equities take a breather - Greg Meier

Author: Greg Meier
Date: 10 Aug 2015

Stocks climbed down from last quarter's record-high levels, ending the longest unbroken string of advances in more than 25 years

Global investing reinvented - Rudy Luukko

Author: Rudy Luukko
Date: 14 May 2015

According to conventional thinking, geographic diversity is based on where a company is domiciled

Going beyond the cost debate in SMSFs - Olivia Long

Author: Olivia Long
Date: 31 Oct 2013

There is increasing debate in the industry around what minimum balance should be required in order to make a self-managed superannuation fund (SMSF) effective

Gold suffers as irrationality Trumps reality - Joe Foster

Author: Joe Foster
Date: 20 Dec 2016

All of these strong moves indicate the market is pricing in a rosy scenario in which projected Trump tax cuts, infrastructure spending and regulatory reforms ignite robust economic growth that enables the Federal Reserve to normalise rates

Good deal for Oil Search shareholders - Christine St Anne

Author: Christine St Anne
Date: 11 Sep 2015

There has been much discussion and debate about the relative merits behind Woodside's (WPL) $11.6-billion bid for Oil Search (OSH) , given the plunge in oil prices has created a few compelling opportunities for both long-term investors and companies on the acquisition trail

Govt proceeds with dividend washing action - Chris Kennedy

Author: Chris Kennedy
Date: 04 Jun 2013

In a move flagged in the May Budget announcement, the government has taken steps to address a "dividend washing" loophole, with changes to take effect from 1 July

Greece's darkest hour before its dawn - Frank Holmes

Author: Frank Holmes
Date: 11 Nov 2014

"Much better than expected." That's how John Derrick, director of research at US Global Investors, summed up his trip to Greece, the beleaguered country that hopes to put its financial woes behind it and rise again like the phoenix from the Mediterranean culture's ancient mythology

Greek exit could be good for Europe - Barry Norris

Author: Barry Norris
Date: 04 May 2015

This is a financial news article to be used for non-commercial purposes and is not intended to provide financial advice of any kind

Greek New Year: Departure from the euro? - Jeremy Beckwith

Author: Jeremy Beckwith
Date: 14 Jan 2015

While Europe relaxed during their Christmas holidays, a new president and a general election has been called for 25 January in Greece

Growth assets for the new financial year - Anthony Fensom

Author: Anthony Fensom
Date: 12 Jul 2016

So, which asset classes might perform better in the new financial year? Small was beautiful in the year to 30 June, with the S&P/ASX 200 Index posting its first fall in four years, dropping by 4.1 per cent to finish at 5,233.

Growth versus value stocks: What next for markets? - Jacob de Tusch-Lec

Author: Jacob de Tusch-Lec
Date: 10 Apr 2017

The powerful rally in cyclical "value" stocks and financials seen in the second half of last year--and which carried over into January, paused for breath in February

Guess who's spending again? - Michael Collins

Author: Michael Collins
Date: 17 Feb 2016

Nine years after the last increase, seven years after zero was reached and two years since quantitative easing was abandoned, recent history's most awaited rate rise occurred

Harnessing ETFs for their tax efficiency - Arian Neiron

Author: Arian Neiron
Date: 22 Jun 2016

Most investors using exchange-traded funds are aware of the key benefits such as diversification, transparency and low cost, but one of the most unknown advantages of ETFs is their tax efficiency

Has the resources cycle turned? - Anthony Fensom

Author: Anthony Fensom
Date: 02 Nov 2016

Rising coal and iron ore prices have boosted confidence in the mining industry, with climbing share prices suggesting investors also have a renewed interest in the sector

Have IPOs really underperformed? - Anthony Serhan

Author: Anthony Serhan
Date: 09 Dec 2014

Initial public offerings (IPOs) on the Australian share market should be one of the shining lights of our retirement system

Have the banks gone ex-growth? - Christine St Anne

Author: Christine St Anne
Date: 26 Aug 2013

Earlier this year, well-respected Fidelity portfolio manager Kate Howitt commented on the outlook for banks

Healthy outlook continues for these moat-rated stocks - Glenn Freeman

Author: Glenn Freeman
Date: 09 Dec 2016

The combination of Australia's ageing demographics, supportive government policies, and ever-increasing healthcare costs mean Medibank Private (ASX: MPL) and NIB (ASX: NHF) remain attractive value stocks

Here are 2 CGT relief strategies you need to know - Accurium

Author: Accurium
Date: 08 Mar 2017

From 1 July 2017, a cap of $1.6 million will be introduced on the amount a person can transfer into the tax-free retirement phase

Here are 2 great stocks you need to sell - Nicholas Grove

Author: Nicholas Grove
Date: 01 Nov 2016

As all subscribers to various Morningstar products would know, the moat rating is a cornerstone of the company's investment philosophy

Here are 2 undervalued shares paying fully-franked dividends - Nicholas Grove

Author: Nicholas Grove
Date: 06 Mar 2017

Platinum Asset Management (ASX: PTM) , a highly-regarded global equities manager, delivered a weak earnings result for the first half of fiscal 2017, with net profit down 20 per cent to $95.4 million following a 12 per cent fall in funds under management

Here are 4 good reasons to own this healthcare stock - Nicholas Grove

Author: Nicholas Grove
Date: 04 Apr 2017

Healthscope Limited (ASX: HSO) this week announced that former Telstra (ASX: TLS) executive Gordon Ballantyne will be taking the helm of Australia's second-biggest private hospital operator effective 15 May 2017, replacing outgoing CEO Robert Cooke

Here are some reasons to consider buying QBE - Nicholas Grove

Author: Nicholas Grove
Date: 07 Dec 2016

Firstly, as Morningstar head of Australian banking research David Ellis points out, the company is set to benefit from the recent surge in long-term bond yields

Here are the earnings season standouts and disappointments - Anthony Fensom

Author: Anthony Fensom
Date: 14 Sep 2016

Amid subdued expectations, which were the biggest winners and losers? Morningstar's head of equities research, Peter Warnes, said the 2016 season "was reasonable and a little better than generally expected" under the circumstances.

Here's a top-rated exposure to Japanese equities - Nicholas Grove

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

Here's how the Australian ETF industry is transforming - Anthony Fensom

Author: Anthony Fensom
Date: 27 Mar 2017

But while the local market's offerings may appear dull in comparison, local funds are getting more diverse as managers seek to reach new investors

Here's how to access China A-shares ahead of MSCI decision - Arian Neiron

Author: Arian Neiron
Date: 22 May 2017

MSCI, one of the world's largest index companies, will make a decision in June regarding whether it will include mainland China A-shares in one of its most traded indices

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