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Articles from: Metcash posts fall in profit, dividend - 23 Jun 2014 to A growth bet on India? - 23 May 2014

Metcash posts fall in profit, dividend - 23 Jun 2014

Author: Nicholas Grove
Date: 23 Jun 2014

Metcash Limited (MTS) on Monday announced an 11 per cent fall in underlying net profit to $250.1 million for the financial year to the end of April, in line with guidance provided by the company in March

3 global income strategies - 20 Jun 2014

Author: Christine St Anne
Date: 20 Jun 2014

Investors are increasingly looking across the globe for investment opportunities, with data from Morningstar showing strong fund inflows into many global equity funds

Fixed-interest fund landscape widens - 19 Jun 2014

Author: Kathryn Young
Date: 19 Jun 2014

Australia's fixed-income fund landscape has matured over the past few years

14 questions for Kerr Neilson - 18 Jun 2014

Author: Christine St Anne
Date: 18 Jun 2014

1) Since founding Platinum Asset Management in 1994, you have primarily focused on global portfolios

Can resources come to the party? - 17 Jun 2014

Author: Lesley Beath
Date: 17 Jun 2014

Overview

Make your cash work harder - 17 Jun 2014

Author: Elizabeth Moran
Date: 17 Jun 2014

Australian investors are overweight cash and shares and are missing an important allocation to bonds, which sits in between the two asset classes

2 top small caps for fiscal 2015 - 17 Jun 2014

Author: Nicholas Grove
Date: 17 Jun 2014

As the end of the 2014 financial year fast approaches, an look at the Australian small-cap space can reveal a number of interesting companies that not only have attractive earnings prospects heading into fiscal 2015 and beyond, but which are reasonably priced relative to the market

Danger of increased risk-taking as markets boom - 16 Jun 2014

Author: Geoff Davey
Date: 16 Jun 2014

Risk means different things to different people -- danger, uncertainty, opportunity or thrill

3 top emerging-markets investments - 12 Jun 2014

Author: Nicholas Grove
Date: 12 Jun 2014

In a recent article , Ibbotson Associates Australia senior portfolio manager Nimalan Govender puts forward his case that emerging-market equities have become "increasingly compelling" from a valuation point of view

How to defer tax - 12 Jun 2014

Author: Cate Tripodi, Peter Lee and Anne Graham
Date: 12 Jun 2014

Why is it possible to defer tax? Tripodi : Tax legislation is quite prescriptive about what can and can't be done, but does provide some opportunities to consider, such as bringing forward income or possibly delaying the time income is received.

New stage in bull market - 10 Jun 2014

Author: Lesley Beath
Date: 10 Jun 2014

Overview

3 drivers behind a gold price hike - 10 Jun 2014

Author: Russel Chesler
Date: 10 Jun 2014

The gold price has been volatile in 2014

4 last-minute tax tips - 06 Jun 2014

Author: Peter Bembrick and Bryan Ashenden
Date: 06 Jun 2014

1) Take advantage of income splitting Couples should consider making investments in the name of the lower-earning spouse to minimise the tax payable on income distributions and capital gains, although this may not be the best approach for negatively geared investments.

Europe's economy is stable, but is it healthy? - 05 Jun 2014

Author: Andrew Balls
Date: 05 Jun 2014

What is PIMCO's secular outlook for Europe? The central idea in our global secular outlook is for a New Neutral policy rate for central banks, with the US Federal Reserve's rate likely to be close to 0 per cent in real terms, adjusted for inflation, over the next three to five years.

Market Index Performance l May 2014 - 05 Jun 2014

Author: Morningstar
Date: 05 Jun 2014

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

The hunt for value - 04 Jun 2014

Author: Brook Sweeney
Date: 04 Jun 2014

This year's Morningstar Investment Conference asset allocation panel session discussed topics such as the direction of the Australian dollar, views on international equity markets, where the best investment opportunities are and the use of alternatives in portfolios

4 ways to cut tax and beat the budget levy - 04 Jun 2014

Author: Christine St Anne
Date: 04 Jun 2014

While the frail, the poor and the young will shoulder the bulk of the budget's cutbacks, there is also a bit of a sting in the tail for higher-income earners

7 tax-effective approaches to super - 03 Jun 2014

Author: Graeme Colley
Date: 03 Jun 2014

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

Scope for a sharp rally? - 03 Jun 2014

Author: Lesley Beath
Date: 03 Jun 2014

Overview

2 top building activity exposures - 03 Jun 2014

Author: Nicholas Grove
Date: 03 Jun 2014

In a recent presentation, Sydney-based Alphinity Investment Management said investors can expect activity in housing markets to continue to strengthen for the remainder of 2014 and beyond

Getting your tax strategy right - 02 Jun 2014

Author: Rob Hay
Date: 02 Jun 2014

It was the night before 30 June and all through the house ..

The role of central banks - 02 Jun 2014

Author: Mark Laidlaw
Date: 02 Jun 2014

Former Reserve Bank of Australia (RBA) governor Ian Macfarlane gave his insights into the changing role of central banks across the globe at the opening session of the 2014 Morningstar Investment Conference and went on to detail some of the major macroeconomic issues facing the world today

4 top economic transition stocks - 30 May 2014

Author: Christine St Anne
Date: 30 May 2014

Australia's fading mining boom was the dominate theme in this year's federal budget, with the government no longer able to rely on solid revenue from a once-prosperous resources sector

3 standout low-PE stocks - 29 May 2014

Author: Nicholas Grove
Date: 29 May 2014

It is no secret that stocks investors are constantly on the lookout for value

Global equities: 1999 all over again? - 28 May 2014

Author: Alex Prineas
Date: 28 May 2014

Stretched global equity valuations, a dim outlook for China and the risk of rising interest rates -- the global equity panellists at Morningstar's 2014 Investment Conference explored all these concerns, yet remained optimistic about their portfolios

3 tips for successful investing - 27 May 2014

Author: Chris Davis
Date: 27 May 2014

If the brain is the most important organ for successful investing, the stomach may well be the second as reason and judgment can easily be distorted by fear and other emotions

Bulls and bears in tug of war - 27 May 2014

Author: Lesley Beath
Date: 27 May 2014

Overview

3 quality small-cap ideas - 26 May 2014

Author: Nicholas Grove
Date: 26 May 2014

Investors are constantly reminded to exercise a large degree of caution and "do their homework" when it comes to the smaller end of the share market

A growth bet on India? - 23 May 2014

Author: Christine St Anne
Date: 23 May 2014

Morningstar's silver-rated Platinum Asia Fund [9894] beat the market benchmark, according to its December 2013 quarterly note

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