Popular Articles from: Perennial sees upside ahead for LICs and value investors to Assessing the exposure to Brexit
Date: 15 Sep 2016
"The single biggest change in the 16 years we've been running Perennial is the rise of the SMSFs," Murray says
Date: 27 Oct 2016
National Australia Bank's (ASX: NAB) fiscal 2016 cash profit--a preferred measure of underlying performance among the big four Australian banks which strips out one-off items--rose 4.2 per cent to $6.48 billion
Date: 16 Aug 2016
Mirvac Group (ASX: MGR) on Tuesday announced an operating profit after tax of $482 million for fiscal 2016, up 6 per cent on the prior year and slightly above Morningstar's forecast for a profit of $478.3 million
Date: 27 Jul 2016
This Australian wholesaler of a ground-breaking Hepatitis C cure will benefit from the Turnbull government's $1-billion commitment to eradicating the disease over five years
Date: 24 Oct 2016
Most people don't really like change, preferring the status quo; for the purpose of writing this weekly report, some change would be welcome
Date: 11 Dec 2015
Japan's population is ageing--faster than any other country in the world
Date: 22 Nov 2016
Italy's populist forces scored their biggest success so far in 2016 when candidates for the Five Star Movement were elected mayors of Rome and Turin in June
Date: 07 Jun 2016
From 1 July, the Australian Securities and Investments Commission (ASIC) requires all accountants providing SMSF advice to hold either a full or limited Australian financial services license (AFSL)
Date: 07 Nov 2016
Most Australian active funds were outperformed by their respective benchmark over one, three and five-year periods, according to the latest S&P Dow Jones SPIVA Australia Scorecard
Date: 20 Jan 2016
While many people view the Australian economy as being dominated by resources and commodity prices, in reality, this is not actually the case
Date: 25 Aug 2016
Shares of Iluka Resources (ASX: ILU) were nearly 7 per cent lower at midday on Thursday, after the mineral sands miner reported a net loss of $20.9 million for the half year to 30 June 2016
Date: 07 Mar 2016
In announcing the winners of the Australian Morningstar Awards 2016, Morningstar Australasia director of manager research ratings, Tom Whitelaw, said Hyperion "deserved applause for its unwavering commitment to thorough bottom-up research and commitment to maintaining its disciplined investment style through the trials and tribulations of the investment cycle"
Date: 29 Jul 2016
"If you look at SMSFs, most of them over the last few years have underperformed--when you look at the risk and return, these SMSFs have got almost double the risk of a diversified growth managed fund," says Robin Bowerman, head of market strategy and communications, Vanguard Australia
Date: 29 Sep 2016
As part of our team discussions around how investors can achieve the best outcomes from their portfolios, Schroders recently conducted some analysis of ATO data on SMSF portfolios--looking in particular at asset allocations
Date: 14 Sep 2016
Amid subdued expectations, which were the biggest winners and losers? Morningstar's head of equities research, Peter Warnes, said the 2016 season "was reasonable and a little better than generally expected" under the circumstances.
Date: 01 Nov 2016
As all subscribers to various Morningstar products would know, the moat rating is a cornerstone of the company's investment philosophy
Date: 11 Mar 2016
Hedge funds got a bad rap in the press in the years that followed the global financial crisis (GFC) and many Australian investors have steered clear of them
Date: 17 Feb 2016
Nine years after the last increase, seven years after zero was reached and two years since quantitative easing was abandoned, recent history's most awaited rate rise occurred
Date: 17 Jun 2016
This is expected to push more money into the share market over 2016 as investors seek high-yielding equities, according to David Bassanese, chief economist with BetaShares
Date: 04 Jul 2016
The Australian dollar is in the top seven traded currencies
Date: 15 Oct 2013
Date: 01 Feb 2016
By following a simple practice known as dollar-cost averaging to buy shares or managed funds, it's claimed that investors can protect themselves against market downside risk
Date: 19 Aug 2016
Lend Lease (ASX: LLC) on Friday announced $698.2 million in profit after tax for fiscal 2016, up 13 per cent from $618 million in the previous year
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
Date: 01 Apr 2016
Negative interest rates in Japan and Europe have added to concerns over whether the monetary authorities still have the financial firepower to slay the feared demon of deflation
Date: 06 Sep 2016
As far as global equity markets are concerned, Australia took the wooden spoon last week
Date: 23 Feb 2016
As we get older we know how important it is to focus on building our superannuation for retirement, but have you ever considered getting your children started on building their superannuation? The earlier our children start contributing towards building their superannuation, the better off they will be in their retirement.
Date: 11 Mar 2015
Berkshire Hathaway released its fourth-quarter results and 2014 annual letter over the weekend -- required (and highly anticipated) reading for value investors and Warren Buffett acolytes the world over
Date: 29 Nov 2016
One of the quickest trades that followed the 8 November election victory of Donald Trump was the selling out of bond funds, with investors piling into stocks as investors took on more risk with the promise of greater US growth
Date: 30 Jun 2016
The "Leave" campaign successfully won with a majority of 51.9 per cent compared with the 48.1 per cent of the "Remain" campaign
Advantages of Premium Membership
Your Money Weekly Newsletter
Independent stocks newsletter has been aiding Australian investors for over 30 years.
Independent Fund Analyst Research
For the first time in Australia Morningstar Qualitative Fund Research is directly available to individual investors.
Ensure your portfolio is positioned exactly how you want with Morningstar's Portfolio X-Ray. You can discover how much of a stock you really own, individually and through managed funds with Stock Intersection.
Find greatly undervalued stocks to consider daily. Browse our Fund Analyst Picks to find managed funds that best suit your needs.
Access these features and more when you sign up for Premium Membership.
Start your complimentary trial now!