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Articles from: Westpac's Kelly named CEO award finalist - 04 Dec 2014 to 3 pillars of investing - 05 Nov 2014

Westpac's Kelly named CEO award finalist - 04 Dec 2014

Author: Todd Wenning
Date: 04 Dec 2014

In his 1994 letter to Berkshire Hathaway shareholders, Warren Buffett noted that: "Over time, the skill with which a company's managers allocate capital has an enormous impact on the enterprise's value." We couldn't agree more

Why performance-chasing is wrong - 03 Dec 2014

Author: John Rekenthaler
Date: 03 Dec 2014

Vanguard has issued a new (short) report called, Quantifying the impact of chasing fund performance

Market to continue struggle - 02 Dec 2014

Author: Lesley Beath
Date: 02 Dec 2014


5 rules for a smart investment strategy - 02 Dec 2014

Author: Larissa Fernand
Date: 02 Dec 2014

1) Avoid cookie-cutter solutions to your asset allocation Once you get the broad principles in place, fine tune it to suit yourself

Metcash reports 9pc fall in 1H profit - 01 Dec 2014

Author: Nicholas Grove
Date: 01 Dec 2014

Metcash Limited (MTS) on Monday said net profit before one-off items for the half year ended 31 October 2014 fell 9 per cent to $101.7 million

4 top US-dollar stock opportunities - 01 Dec 2014

Author: Nicholas Grove
Date: 01 Dec 2014

A recent UBS report notes that the continued weakness of the Australian dollar has helped the market marginally in local currency terms, despite earnings leverage to date having been "relatively muted"

Medibank lists: What now? - 28 Nov 2014

Author: Christine St Anne
Date: 28 Nov 2014

There was a great deal of fanfare around the debut of Medibank Private (MPL) on the Australian Securities Exchange (ASX) this week, with Medibank chief executive George Savvides and Finance Minister Mattias Cormann ringing the bell upon its listing

6 tips for assessing bond issuers - 27 Nov 2014

Author: Elizabeth Moran
Date: 27 Nov 2014

Last month I provided the 10 top tips for assessing bonds

Should a portfolio change in retirement? - 26 Nov 2014

Author: Christine St Anne
Date: 26 Nov 2014

Demand has strengthened for annuity and allocated pension products, according to joint research from industry association the Financial Services Council (FSC) and investment bank UBS

Aristocrat lifts profit 10pc to $118m - 25 Nov 2014

Author: Nicholas Grove
Date: 25 Nov 2014

Aristocrat Leisure (ALL) on Tuesday announced a fiscal 2014 net profit before one-off items of $118.1 million, up 10.2 per cent on the prior year

Super contributions for 65 and beyond - 25 Nov 2014

Author: Graeme Colley
Date: 25 Nov 2014

Making contributions in the year you or your partner turn 65 is a common topic as it seems to cause confusion about how much can be contributed as a concessional (tax-deductible) or non-concessional (non-deductible) amount

Australian investors eye offshore assets - 24 Nov 2014

Author: Arian Neiron
Date: 24 Nov 2014

Australian investors have been increasingly turning to international investments to diversify their portfolios

Japanese stocks on track despite recession? - 21 Nov 2014

Author: Christine St Anne
Date: 21 Nov 2014

Growth was a key theme at the recent G20 meeting in Brisbane

3 stock-picking lessons from Buffett - 20 Nov 2014

Author: Larissa Fernand
Date: 20 Nov 2014

An 11-year old boy bought six shares of Cities Service (an oil company now known as CITGO) at $38 a share

Orica sells chemicals unit for $750m - 19 Nov 2014

Author: Nicholas Grove
Date: 19 Nov 2014

Orica Limited (ORI) on Wednesday said it has agreed to sell its chemicals business to global investment group Blackstone for $750 million

Economic update - 19 Nov 2014

Author: Donal Curtin
Date: 19 Nov 2014

To read the latest Economic update please click here .

James Hardie's 1H profit rises 7pc - 19 Nov 2014

Author: Nicholas Grove
Date: 19 Nov 2014

James Hardie Industries (JHX) on Wednesday said its net profit for the half year ended 30 September 2014 fell 20 per cent from the prior corresponding period to US$156.1 million

Morningstar's new income stock pick - 19 Nov 2014

Author: Christine St Anne
Date: 19 Nov 2014

Despite the September market sell-off that saw Australia's banks and Telstra (TLS) belted by overseas investors, the Morningstar Income Portfolio performed quite nicely

Estate planning beyond wills - 18 Nov 2014

Author: Brian Hor
Date: 18 Nov 2014

These days estate planning means more than just making a will

The emerging markets worth your cash - 17 Nov 2014

Author: Emma Wall
Date: 17 Nov 2014

Emerging markets should be renamed diverging markets, as they are increasingly uncorrelated

Are SMSFs too exposed to longevity risk? - 14 Nov 2014

Author: Christine St Anne
Date: 14 Nov 2014

"The risk when you are young is dying

6 stock investing concepts explained - 13 Nov 2014

Author: Matthew Coffina
Date: 13 Nov 2014

Periodically, it's important to review the basics of our investment philosophy, both for investors who are new to Morningstar and for long-time followers who could use a refresher

Stock picks that have paid off - 12 Nov 2014

Author: Christine St Anne
Date: 12 Nov 2014

There's an old adage which suggests that to beat the Australian market all you have to do is make the right call between banks and resources companies, Morningstar senior research analyst Julian Robertson says

Greece's darkest hour before its dawn - 11 Nov 2014

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

Odds favour a pause - 11 Nov 2014

Author: Lesley Beath
Date: 11 Nov 2014


A brief look at the balance sheet - 10 Nov 2014

Author: Karl Siegling
Date: 10 Nov 2014

We should start this by admitting from the outset that we can never do this topic justice in one article

4 market lessons from a top investor - 07 Nov 2014

Author: Christine St Anne
Date: 07 Nov 2014

As a young man, Anton Tagliaferro came from Malta to Australia during the boom of the 1980s

Can your fund manager outperform? - 06 Nov 2014

Author: Tom Whitelaw
Date: 06 Nov 2014

We have been commenting on the active share of the fund managers under our coverage for the past four years and this was accompanied by a dedicated research white paper, Active Share: The Activeness of Large-Cap Australian Share Fund Managers (November 2011), that delved into the issue in more detail

Market Index Performance l October 2014 - 05 Nov 2014

Author: Morningstar
Date: 05 Nov 2014

Click here to download the Market Index Returns table for October 2014.

3 pillars of investing - 05 Nov 2014

Author: Daniel Ivascyn
Date: 05 Nov 2014

Today's investing success, as we are so often reminded, is not a guarantee of future success

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