Not a subscriber ?  Start your complimentary Premium trial now

Articles from: Investors turning away from negative ESG screening - 21 Apr 2017 to Amazon threat to Australian retail sector may be overdone - 28 Mar 2017

Investors turning away from negative ESG screening - 21 Apr 2017

Author: Glenn Freeman
Date: 21 Apr 2017

Around 90 per cent of asset managers in the Asia-Pacific region intend to move beyond "negative screening" ESG approaches over the next two years, the study found

Reflections on an asset class - 21 Apr 2017

Author: Stuart Dear
Date: 21 Apr 2017

The economic data and sentiment indicators--in most parts of the world--continue to suggest a renewed expansion phase for the global economy

Equity markets priced for too much hope, says Gross - 20 Apr 2017

Author: Bill Gross
Date: 20 Apr 2017

A recent internet blog posed the predicament of many medium/long-term relationships: At some point couples run out of historical stories or even topical things to say

Risk appetite unwavering, beware of the PIE - 13 Apr 2017

Author: Peter Warnes
Date: 13 Apr 2017

As global risk levels rise after the US missile attacks on Syria's Al-Shayrat air base and the diversion of US warships of the Third Fleet to Korean waters, investors' appetite for risk assets has not been affected

How Morningstar estimates a stock's intrinsic value - 13 Apr 2017

Author: Adam Fleck
Date: 13 Apr 2017

If stock prices always reflected the true intrinsic values of the underlying businesses, there would be no point to stock picking

The return of the ASX big caps - 13 Apr 2017

Author: Anthony Fensom
Date: 13 Apr 2017

"Big-cap" stocks are back in favour with investors again after previously lagging their smaller rivals

Protecting your portfolio against a downturn - 12 Apr 2017

Author: Nicki Bourlioufas
Date: 12 Apr 2017

Many experts are pointing to a correction in bank shares, especially if the property market should come off the boil

Why is stock-market volatility so low? - 12 Apr 2017

Author: Scott Berg
Date: 12 Apr 2017

This perspective is demonstrated by the MSCI AC World Index returning 7 per cent year to date and more than 10 per cent since the US election, to 31 March, with resolute and largely uninterrupted upward momentum

Amazon effect, rates not enough to dent REITs - 12 Apr 2017

Author: Anthony Fensom
Date: 12 Apr 2017

Rising bond yields and the "Amazon effect" have hit the real estate investment trust (REIT) sector

Are Aussie companies on the edge of a dividend spiral? - 11 Apr 2017

Author: Glenn Freeman
Date: 11 Apr 2017

Among ASX 200 financials, industrials, and commodities stocks, dividend payouts are tipped to exceed $72 billion by June this year, according to February 2017 data from Credit Suisse

Most stocks stink - 11 Apr 2017

Author: John Rekenthaler
Date: 11 Apr 2017

The reply to the headline's question surely can't be yes, because that would be no story at all; everybody knows that stocks beat Treasuries

LICs in fashion as investors seek diversified investments - 10 Apr 2017

Author: Nicki Bourlioufas
Date: 10 Apr 2017

LICs are essentially professionally managed funds, which are listed--investors can simply buy or sell existing shares in the fund on the ASX

Growth versus value stocks: What next for markets? - 10 Apr 2017

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

How long can the bull keep running? - 07 Apr 2017

Author: Nicki Bourlioufas
Date: 07 Apr 2017

If it feels like the current bull market has been running for years, that's because it has

Outlook delicately balanced but strong buffers support housing market - 07 Apr 2017

Author: David Ellis
Date: 07 Apr 2017

Record high gross household debt levels, terrible housing affordability, low wage growth and rising borrowing costs, regardless of changes in the RBA's official cash rate, are headwinds to stronger economic growth in Australia

SMSF trustees travelling overseas may need company power of attorney - 07 Apr 2017

Author: Natasha Ng
Date: 07 Apr 2017

What happens if they, in their capacity as directors of the corporate trustee, need to sign off on decisions concerning them as members but they are overseas? This is a very common scenario and therefore it is very important that if the trustee of your fund is a company that the company appoints a company power of attorney in anticipation of this type of situation.

Some things you should know about the super changes - 06 Apr 2017

Author: Genene Wilson
Date: 06 Apr 2017

There is a one-time opportunity for total contributions of up to $575,000 before 30 June for some people

BlackRock sends in the clones - 05 Apr 2017

Author: John Rekenthaler
Date: 05 Apr 2017

The world's largest investment manager--Vanguard is the leading mutual fund company both in the United States and globally, but BlackRock runs more assets in all forms--swapped living, breathing people for stock-picking models

Super robots marching on member funds - 05 Apr 2017

Author: Glenn Freeman
Date: 05 Apr 2017

The noise around automated financial advice--known colloquially as robo-advice--has been building for years

Market Index Performance l March 2017 - 05 Apr 2017

Author: Morningstar
Date: 05 Apr 2017

Putting the perspective into politics - 04 Apr 2017

Author: Paras Anand
Date: 04 Apr 2017

Paras Anand, Fidelity International's CIO equities, Europe, argues that the heightened sense of a political "black swan" event is overshadowing the important trends of a reduction in systemic risk since the GFC and the relentless onward march of technology

Here are 4 good reasons to own this healthcare stock - 04 Apr 2017

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

Can your SMSF invest in gold? - 03 Apr 2017

Author: Eleanor Tjondro
Date: 03 Apr 2017

A recent client enquiry led us to take a closer examination of the types of assets an SMSF can invest in

What's in the secret sauce of index funds? - 03 Apr 2017

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

A little stumble - 31 Mar 2017

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

Why this financial stock is one to watch - 30 Mar 2017

Author: Glenn Freeman
Date: 30 Mar 2017

At the end of next month, submissions to the government's proposed framework for Comprehensive Income Products For Retirement (CIPR) will close

Myth-busting: Stock valuation and earnings growth - 30 Mar 2017

Author: Dan Kemp
Date: 30 Mar 2017

There is a perpetual debate in financial markets about the relationship between valuations and future earnings growth

3 media companies and how they stack up - 29 Mar 2017

Author: Glenn Freeman
Date: 29 Mar 2017

Australia has three leading commercial television networks: Seven Network, Channel Nine and Channel 10--and all are regarded by Morningstar as having no economic moat

Lessons from the eight years since the market crash - 29 Mar 2017

Author: Dan Kemp
Date: 29 Mar 2017

If an investor had the foresight in March 2009 to predict where we would be today, many would be pleasantly surprised with the progress financial markets have made

Amazon threat to Australian retail sector may be overdone - 28 Mar 2017

Author: Glenn Freeman
Date: 28 Mar 2017

Wesfarmers, Woolworths and other dominant players in the Australian retail space have continued to deliver solid performances for investors, Warnes told Morningstar subscribers who took part in its second webcast of 2017 earlier this month

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.