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Articles from: Developing an investment strategy that works - 27 Jun 2013 to Trans-Tasman super SMSF requests denied - 03 Jun 2013

Developing an investment strategy that works - 27 Jun 2013

Author: Edward Smith
Date: 27 Jun 2013

The ongoing discussion about investment strategies and the need for investors to ignore market volatility tends to assume every investor has a strategy, but some may still require help in developing them

Mermaid more than myth - 27 Jun 2013

Author: Nicholas Grove
Date: 27 Jun 2013

Mermaid Marine Australia (MRM) , the biggest provider of marine services to the West Australian oil and gas industry, has seen its share price rise 27.5 per cent over the past three years, and a massive 105 per cent over the past five years

Is there still value in AREITs? - 26 Jun 2013

Author: Christine St Anne
Date: 26 Jun 2013

This time last year, Ibbotson Associations (a Morningstar company), published an upbeat assessment of the Australian real estate investment trust (AREIT) sector

6 reasons to be optimistic about the US - 25 Jun 2013

Author: Bob Turner
Date: 25 Jun 2013

Our position in brief Various countries have dominated the global economy over time

Economic update - 25 Jun 2013

Author: Julian Robertson and Donal Curtin
Date: 25 Jun 2013

Outlook for investment markets World and local equity markets had a difficult month, partly because the US Federal Reserve hinted it might start unwinding the bond buying that had kept bond yields very low, partly because shares had arguably risen too fast in earlier months, and partly on other grounds (Chinese growth, Japanese delivery of stimulus, Eurozone weakness)

Corrective phase has further to run - 24 Jun 2013

Author: Lesley Beath
Date: 24 Jun 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Key reasons to invest offshore - 24 Jun 2013

Author: Peter Esho
Date: 24 Jun 2013

My last note touched on the importance of strategy as the very first requirement when thinking about your portfolio

4 stocks linked to global growth - 20 Jun 2013

Author: Christine St Anne
Date: 20 Jun 2013

International equities were up more than 8 per cent last month, while Australian equities were down 4 per cent, according to the latest report from Morningstar

A recession for Australia? - 20 Jun 2013

Author: Christine St Anne
Date: 20 Jun 2013

This week, Bank of America Merrill Lynch Australia chief economist Saul Eslake was the latest analyst to flag the possibility of an Australian recession

3 potential winners from A$ decline - 18 Jun 2013

Author: Nicholas Grove
Date: 18 Jun 2013

The Australian dollar has lost about 10 cents over the past two months, falling from 1.05 US dollars in mid-April to 0.95 US cents in mid-June - and this recent weakness is looking likely to be structural in nature rather than just being a short-term "dip," according to a number of pundits.

Luck and skill: can you tell the difference? - 17 Jun 2013

Author: Jason Stipp
Date: 17 Jun 2013

Whether in sports or investing, the role of luck in winning streaks is both underappreciated and increasing, said Credit Suisse managing director and author Michael Mauboussin during the kick-off keynote at the 2013 Morningstar Investment Conference in Chicago

Room for some optimism - 17 Jun 2013

Author: Lesley Beath
Date: 17 Jun 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

3 micro-cap stocks to watch - 14 Jun 2013

Author: Christine St Anne
Date: 14 Jun 2013

The small-cap sector is still posting solid gains, according to the recent article Strength remains in small caps .

Strength remains in small caps - 13 Jun 2013

Author: Christine St Anne
Date: 13 Jun 2013

In 2012, the Hyperion Small Growth Companies [4242] fund outperformed its benchmark by a stunning 15 per cent, delivering a 33 per cent return for the year

Emerging markets ready for growth - 11 Jun 2013

Author: Mark Mobius
Date: 11 Jun 2013

Some markets do appear to have a weak pulse right now, but any number of catalysts could act as a jump start

2 explosive Australian stocks - 11 Jun 2013

Author: Nicholas Grove
Date: 11 Jun 2013

Given that Orica Limited (ORI) and Incitec Pivot (IPL) operate both as a local duopoly and as a substantial part of a global oligopoly, the attractiveness of these Australian explosives makers as investments is perfectly understandable.

Emerging markets ready for growth - 11 Jun 2013

Author: Mark Mobius
Date: 11 Jun 2013

Some markets do appear to have a weak pulse right now, but any number of catalysts could act as a jump start

Odds favour prolonged correction - 10 Jun 2013

Author: Lesley Beath
Date: 10 Jun 2013

Disclaimer : To the extent that any content in this report constitutes advice, it is general advice that has been prepared by Lesley Beath without taking into account the particular investment objectives, financial situation and particular needs of any individual investors

Estate planning a pull factor for SMSFs - 07 Jun 2013

Author: Katarina Taurian
Date: 07 Jun 2013

The increasing focus on estate planning as one of the benefits of a self-managed super fund (SMSF) is contributing to the popularity of SMSFs broadly, according to Peter Burgess, head of policy and technical at AMP SMSF

Investors moving away from cash - 07 Jun 2013

Author: Katarina Taurian
Date: 07 Jun 2013

Investors are increasingly looking to get out of cash assets, according to HLB Mann Judd, prompting a warning that self-managed super fund (SMSF) investors shouldn't "overreact" and lose focus on their long-term investment strategies

Bears, bulls and the major banks - 07 Jun 2013

Author: Christine St Anne
Date: 07 Jun 2013

Last week, Ibbotson Associates head of fixed income and currency, Brad Bugg, painted a rather bearish outlook for the Australian banks

AREITS bouncing back, says State Street - 06 Jun 2013

Author: Staff
Date: 06 Jun 2013

Australian-listed property companies are returning to 2003-era attractiveness for investors, according to commentary from State Street Global Advisors (SSgA)

6 major sources of bank income - 05 Jun 2013

Author: Christine St Anne
Date: 05 Jun 2013

Investors can go beyond bank shares to access alternate sources of yield, according to FIIG Securities director of education and fixed-income research Elizabeth Moran

High-speed trading swindling value investors - 05 Jun 2013

Author: Owen Holdaway
Date: 05 Jun 2013

According to new research by the Industry Super Network (ISN), value investors are being hurt by the increasing use of high-frequency trading in the Australian capital markets

Govt proceeds with dividend washing action - 04 Jun 2013

Author: Chris Kennedy
Date: 04 Jun 2013

In a move flagged in the May Budget announcement, the government has taken steps to address a "dividend washing" loophole, with changes to take effect from 1 July

The benefits of family trusts - 04 Jun 2013

Author: Joylon Dare
Date: 04 Jun 2013

Family trusts are still an attractive approach for those looking to build wealth in a tax-effective investment vehicle other than superannuation, despite the ongoing changes to the rules governing such trusts

Bigger dividends from BHP? - 04 Jun 2013

Author: Nicholas Grove
Date: 04 Jun 2013

After only about 12 days in the top job, BHP Billiton's (BHP) new chief executive Andrew Mackenzie, who took the helm from Marius Kloppers, recently sat down with UBS analysts to discuss a three-pronged approach to increasing free cash flow, and therefore, shareholder returns.

Anatomy of a gold bust - 03 Jun 2013

Author: Matthew Tuttle
Date: 03 Jun 2013

Momentum investors buy hot individual stocks that enjoyed high returns in the past several months and try to capitalise on a rally

The right stocks - 03 Jun 2013

Author: Nicholas Grove
Date: 03 Jun 2013

At the 2013 Morningstar SMSF Trustee Strategy Day in Sydney last week, Morningstar head of equities research Peter Warnes provided some indispensable guidance for those investors caught up in the current yield-hungry environment

Trans-Tasman super SMSF requests denied - 03 Jun 2013

Author: Chris Kennedy
Date: 03 Jun 2013

The government has finalised details of trans-Tasman super portability arrangements, with several industry requests around the scheme going unheeded

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