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Articles from: Greek crisis presents buying opportunity - 02 Jul 2015 to Due diligence needed on smart-beta ETFs - 04 Jun 2015

Greek crisis presents buying opportunity - 02 Jul 2015

Author: Christine St Anne
Date: 02 Jul 2015

It's been pretty much all about Greece for the markets this week

Was Medibank a bad buy? - 02 Jul 2015

Author: Christine St Anne
Date: 02 Jul 2015

Medibank's (MPL) initial public offering was launched in November 2014 with a great deal of fanfare within the investment community

Where leading stock-pickers are finding value - 01 Jul 2015

Author: Jeff Ptak
Date: 01 Jul 2015

Where are valuations and values today? Both managers are bottom-up investors, but when pressed for their market-level view neither see stocks as unreasonably expensive

10 obsessions of an investment guru - 30 Jun 2015

Author: Jason Stipp
Date: 30 Jun 2015

"In my current role, I'm totally free to obsess about important issues that interest me," he said

4 guidelines for taking profits - 29 Jun 2015

Author: Lesley Beath
Date: 29 Jun 2015

Last week we looked at the importance of cutting losses

The perpetual growth myth - 29 Jun 2015

Author: Kevin Flynn
Date: 29 Jun 2015

Wishful thinking now grips the investment world

Is the Buffett deal good for IAG investors? - 26 Jun 2015

Author: Christine St Anne
Date: 26 Jun 2015

Berkshire Hathaway's decision to buy a stake in Insurance Australia Group (IAG) was met with much fanfare in the media and investment community

The end of dividend imputation? - 26 Jun 2015

Author: Anthony Fensom
Date: 26 Jun 2015

Australia's dividend imputation system has been described as "one of the seven wonders of the world"

How to defer tax - 25 Jun 2015

Author: Westpac advisers
Date: 25 Jun 2015

Diana Saad, senior financial planner, Westpac Premium 1) Set up a discretionary trust

4 top tax deductions - 24 Jun 2015

Author: Christine St Anne
Date: 24 Jun 2015

While it can be "taxing," the end of financial year is a time for investors to remember those deductions they can make in order to reduce their taxable income

Market risks from macro hurricanes - 24 Jun 2015

Author: Toby Hayes
Date: 24 Jun 2015

Significant moves in macro indicators such as the strength of the US dollar and volatility in the price of commodities -- not least oil -- have had massive economic implications in recent months, both at the corporate and government level

Plan now for pension access - 23 Jun 2015

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

7 super tax-effective strategies - 22 Jun 2015

Author: Graeme Colley
Date: 22 Jun 2015

The end of the financial year always seems to crop up faster than it should

Know when to fold 'em - 22 Jun 2015

Author: Lesley Beath
Date: 22 Jun 2015

This week we continue with some thoughts on the psychology of the markets

A turnaround for Woolworths? - 19 Jun 2015

Author: Christine St Anne
Date: 19 Jun 2015

The departure of Woolworths (WOW) chief executive Grant O'Brien announced earlier this week was welcome by the market

Pitfalls and potential of small caps - 19 Jun 2015

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

Future of big four remains stable - 18 Jun 2015

Author: Christine St Anne
Date: 18 Jun 2015

The outlook for Australia's banks has always been linked with fears of a housing bubble

India transformed - 17 Jun 2015

Author: Diana Crawford
Date: 17 Jun 2015

Dramatic changes have been happening in India since the election of Narendra Modi as Prime Minister last year, says David Kunselman, senior portfolio manager at the Canadian-based firm Excel Investment Counsel Inc

Where the Queen's bank sees value - 16 Jun 2015

Author: Alan Higgins
Date: 16 Jun 2015

Overweight equities despite stretched valuations We remain positive on equities in general and see them making modest gains as the global economic recovery continues

Demystifying technical analysis - 15 Jun 2015

Author: Lesley Beath
Date: 15 Jun 2015

When I began using technical analysis back in the mid-1980s, I was met with a lot of derision by some fundamental analysts

Emerging world battles mighty US dollar - 15 Jun 2015

Author: Michael Collins
Date: 15 Jun 2015

When the Federal Reserve embarked on its third dose of quantitative easing in 2012, Brazil's then-finance minister Guido Mantega slammed the Fed's decision as the start of a "currency war"

Resource stocks: stronger for longer? - 12 Jun 2015

Author: Anthony Fensom
Date: 12 Jun 2015

"Stronger for longer" was the catchcry among resources investors during the most recent mining boom, with China's explosive growth helping catapult commodity and stock prices higher

Picking the right global strategy - 11 Jun 2015

Author: Andrew Lill
Date: 11 Jun 2015

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

The end of Australia's triple treat - 11 Jun 2015

Author: Christine St Anne
Date: 11 Jun 2015

If you had invested in the Australian index over the past two decades you would have got a "beautiful, accidental bias" towards the best-performing sectors in the world that you would not have got if you lived anywhere else, according to gold medallist fund manager Platinum Asset Management (PTM)

Australia lags in tax and regulation - 10 Jun 2015

Author: Christine St Anne
Date: 10 Jun 2015

Australia has scored poorly in regulation and taxation, according to the fourth Morningstar Global Fund Investor Experience report

Why have the BRICs underperformed? - 09 Jun 2015

Author: Scott Berg
Date: 09 Jun 2015

Whether looking at absolute or relative returns, economic growth figures or delivered earnings growth, many emerging market index statistics over the past few years have made for painful viewing

Is it time to buy? - 09 Jun 2015

Author: Lesley Beath
Date: 09 Jun 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

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