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Articles from: Seeking value in expensive markets - 05 Jun 2015 to CBA's 3Q cash earnings flat - 06 May 2015

Seeking value in expensive markets - 05 Jun 2015

Author: Christine St Anne
Date: 05 Jun 2015

Against a backdrop of benign inflation and accommodative policy settings, the global economy has been ticking along

5 measures of successful investors - 04 Jun 2015

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

Due diligence needed on smart-beta ETFs - 04 Jun 2015

Author: Nicki Bourlioufas
Date: 04 Jun 2015

The explosion of exchange-traded funds (ETFs) on the Australian Securities Exchange (ASX) and other listed invested vehicles has enabled investors to build more diversified portfolios

Good value Aussie equities hard to find - 03 Jun 2015

Author: Christine St Anne
Date: 03 Jun 2015

They may share the same first name but Paul Skamvougeras and Paul Xiradis are different in their approach to investing

Market Index Performance l May 2015 - 03 Jun 2015

Author: Morningstar
Date: 03 Jun 2015

Beware the promises of high yield - 02 Jun 2015

Author: Christine St Anne
Date: 02 Jun 2015

Remember the days of investments such as collateralised debt obligations (CDOs), collateralised loan obligations (CLOs) and products that promised "cash plus returns?" Driven by a desire for high income through high-yielding investments, investors were attracted to such products only to lose their money following the GFC.

Reason for optimism - 01 Jun 2015

Author: Lesley Beath
Date: 01 Jun 2015

Overview

The politics of investing - 01 Jun 2015

Author: Robert Harvey
Date: 01 Jun 2015

Forecasts and predictions are tough in any business, but politics is possibly tougher than most to divine the outcome of future market events, even in this modern age

SMSFs and property: A fatal mix? - 29 May 2015

Author: Anthony Fensom
Date: 29 May 2015

Surging property prices in Sydney and Melbourne have attracted the attention of regulators, worried about the potential fallout from markets overheating

Wesfarmers to maintain momentum - 28 May 2015

Author: Christine St Anne
Date: 28 May 2015

It was a relatively candid Richard Goyder who fronted the recent Australian Shareholders' Association annual conference in early May

China versus Russia - 28 May 2015

Author: Craig Botham
Date: 28 May 2015

Russia Russian GDP contracted 1.9 per cent year on year in the first quarter of 2015

Reforms drive growth in Asia - 26 May 2015

Author: Christine St Anne
Date: 26 May 2015

During a recent presentation hosted by Morningstar Australia, global investor and Platinum Asset Management (PTM) founder Kerr Neilson pointed to a map of the world

Dow Transports action raises concern - 25 May 2015

Author: Lesley Beath
Date: 25 May 2015

Overview

PIMCO's forecast for stocks and bonds - 25 May 2015

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

Low interest rates: a retiree survival guide - 22 May 2015

Author: Anthony Fensom
Date: 22 May 2015

Australia's lowest interest rates on record have hit retirees hard, with deposit rates barely matching inflation

How to be financially healthy - 21 May 2015

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

How to be financially healthy - 21 May 2015

Author: Larry Light
Date: 21 May 2015

Paul Sullivan had a rough early life: a threadbare home, divorced parents, a lousy school and few prospects

Exploring South32's hidden value - 20 May 2015

Author: Christine St Anne
Date: 20 May 2015

This week BHP Billiton (BHP) spin-off South32 Limited (S32) made its debut on the Australian Securities Exchange, opening at $2.13 and closing at $2.05

Understanding opportunities in China - 19 May 2015

Author: PIMCO
Date: 19 May 2015

Why are investors increasingly focused on China? Eric Mogelof : It is no secret that China has become a critical part of the global economy

An important juncture - 19 May 2015

Author: Lesley Beath
Date: 19 May 2015

Overview

Fear of volatility is biggest risk to returns - 18 May 2015

Author: Emma Wall
Date: 18 May 2015

Volatility may create investment opportunities but it spooks investors, causing them to crystallise losses, warns emerging markets veteran investor Mark Mobius

Insights from a top-performing LIC - 15 May 2015

Author: Christine St Anne
Date: 15 May 2015

The Australian Foundation Investment Company (AFI) has served investors well for the best part of a century -- a trend that Morningstar senior fund research analyst Mark Laidlaw is confident will continue

Retirees take federal budget hit - 15 May 2015

Author: Christine St Anne
Date: 15 May 2015

As expected, the government did not announce any changes to superannuation in this week's budget

Global investing reinvented - 14 May 2015

Author: Rudy Luukko
Date: 14 May 2015

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

ETFs: Giving investors transparency and choice - 12 May 2015

Author: Arian Neiron
Date: 12 May 2015

There is now a greater range of low-cost, transparent, easily traded managed funds available to Australian investors

The inevitability of cycles - 11 May 2015

Author: Martin Conlon
Date: 11 May 2015

Forecasting doesn't seem to be getting any easier -- just ask Joe Hockey

Stock pickers who invest like Buffett - 08 May 2015

Author: Christine St Anne
Date: 08 May 2015

The annual Berkshire Hathaway shareholder meeting kicked off last weekend in Omaha, Nebraska

Macquarie beats forecasts with $1.6bn profit - 08 May 2015

Author: Nicholas Grove
Date: 08 May 2015

Macquarie Group (MQG) on Friday announced a 27 per cent rise in net profit to $1.6 billion for the 2015 fiscal year ended 31 March 2015, beating both Morningstar and consensus estimates

NAB's UK demerger overshadows solid 1H - 07 May 2015

Author: Christine St Anne
Date: 07 May 2015

National Australia Bank (NAB) on Thursday announced a 5.4 per cent year-on-year rise in cash earnings to $3.32 billion for the half year ended 31 March 2015

CBA's 3Q cash earnings flat - 06 May 2015

Author: Christine St Anne
Date: 06 May 2015

Commonwealth Bank of Australia (CBA) on Wednesday announced a cash profit -- a preferred measure of profitability of ongoing operations among the banks -- to $2.2 billion for its third fiscal quarter, flat on the same period in the prior year

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