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Articles from: What the market is missing in Japan - 09 Jul 2014 to New stage in bull market - 10 Jun 2014

What the market is missing in Japan - 09 Jul 2014

Author: James Hunt
Date: 09 Jul 2014

In 2012, we penned a note entitled The Sun Also Rises , in which we made a contrarian case for investment in Japanese stocks

All Ords pushes towards resistance - 08 Jul 2014

Author: Lesley Beath
Date: 08 Jul 2014

Overview

Giving as part of your financial plan - 08 Jul 2014

Author: Andrew Buchan
Date: 08 Jul 2014

Westpac Banking Corporation (WBC) chief executive Gail Kelly recently announced the establishment of the largest private scholarship program in Australia's history

4 comeback stocks for fiscal 2015 - 07 Jul 2014

Author: Nicholas Grove
Date: 07 Jul 2014

The 2013/14 financial year is done and dusted

1 stock that's ready to fizzle out? - 04 Jul 2014

Author: Christine St Anne
Date: 04 Jul 2014

There is no doubt that Coca Cola Amatil (CCL) is a high-quality business

Housing versus your portfolio - 02 Jul 2014

Author: Christine St Anne
Date: 02 Jul 2014

It's no secret that Australians have a love affair with residential property

The holy trinity of excess - 01 Jul 2014

Author: Andrew Fleming
Date: 01 Jul 2014

Excess capacity abounds

Aussie equities to tread water - 01 Jul 2014

Author: Donal Curtin
Date: 01 Jul 2014

Prospect for topside break - 01 Jul 2014

Author: Lesley Beath
Date: 01 Jul 2014

Overview

5 traps in using the dividend yield - 30 Jun 2014

Author: Karl Siegling
Date: 30 Jun 2014

Following our last article, 5 traps in using the PE metric , we are writing on possibly the second most misused ratio within the equities investment community -- the dividend yield

1 stock that's ready to cook - 30 Jun 2014

Author: Nicholas Grove
Date: 30 Jun 2014

Morningstar recently launched its stewardship ratings for Australian and New Zealand stocks, which assess a company's stewardship of shareholder capital as either being exemplary, standard or poor

5 potential bear-case drivers for CBA - 27 Jun 2014

Author: Christine St Anne
Date: 27 Jun 2014

Morningstar head of financial services equity research Asia-Pacific, David Ellis, has outlined five potential scenarios that could plunge Commonwealth Bank of Australia's (CBA) share price from its current lofty levels

Why SMSFs use ETFs - 26 Jun 2014

Author: Alex Vynokur
Date: 26 Jun 2014

The two acronyms "SMSF" and "ETF" are responsible for some of the largest changes to the Australian investment landscape in recent years

3 global banking opportunities - 26 Jun 2014

Author: Nicholas Grove
Date: 26 Jun 2014

In a recent interview with The Australian Financial Review , Sydney-based fund manager Wayne Peters, whose Peters MacGregor Global Fund [11512] has outperformed both the Magellan Global Equities Fund [15699] and the Platinum International Fund [4505] over the past five years, shares his views on the current prices of the big Australian banks versus their overseas counterparts

Get ready for new ATO penalties - 25 Jun 2014

Author: Christine St Anne
Date: 25 Jun 2014

Next month, self-managed superannuation fund (SMSF) trustees face a new penalty regime under the Australian Taxation Office (ATO)

Greater China equities: In or out? - 24 Jun 2014

Author: Germaine Share
Date: 24 Jun 2014

Despite concerns over slower growth, shadow banking and corporate governance issues in China, the Greater China equity panellists at our inaugural Morningstar Investment Conference in Asia were bullish on the market

Gold miners may push higher - 24 Jun 2014

Author: Lesley Beath
Date: 24 Jun 2014

Overview

How to avoid a bad stock - 24 Jun 2014

Author: Christine St Anne
Date: 24 Jun 2014

The book Boganaire : The Rise and Fall of Nathan Tinkler gives a detailed account of the spectacular fortune a mining entrepreneur achieved through a number of successful speculative mining deals

PIMCO's Gross opens up on interest rates - 23 Jun 2014

Author: Adam Zoll
Date: 23 Jun 2014

Interest rates need to rise but must not be extended too far or a bear market may result, says PIMCO founder and chief investment officer Bill Gross

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

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