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Popular Articles from: Amazon effect, rates not enough to dent REITs to How managed funds can smooth your SMSF risk exposure

Amazon effect, rates not enough to dent REITs

Author: Anthony Fensom
Date: 12 Apr 2017

Rising bond yields and the "Amazon effect" have hit the real estate investment trust (REIT) sector

Amazon threat to Australian retail sector may be overdone

Author: Glenn Freeman
Date: 28 Mar 2017

Wesfarmers, Woolworths and other dominant players in the Australian retail space have continued to deliver solid performances for investors, Warnes told Morningstar subscribers who took part in its second webcast of 2017 earlier this month

AMP unveils big loss as insurance takes toll

Author: Nicki Bourlioufas
Date: 09 Feb 2017

AMP's underlying profit dived to $486 million, down from a $1.1 billion profit a year earlier

Another telco adjusts to structural shift in the sector

Author: Glenn Freeman
Date: 08 Dec 2016

This week's TPG Telecom (ASX: TPM) annual general meeting reiterated management's previous earnings before interest, taxes, depreciation and amortisation (EBITDA) outlook for fiscal 2017, but concerns about the revenue effect of NBN have increased

Are infrastructure stocks a good buy right now?

Author: Glenn Freeman
Date: 15 Nov 2016

The defensive, bond-like characteristics of infrastructure stocks have appealed to both institutional and retail investors in recent years, drawn by their income potential relative to low fixed-income yields

Are these active ETFs worth adding to your portfolio?

Author: Glenn Freeman
Date: 01 Feb 2017

The Australian ETF market had another year of rapid growth, expanding to $25.4 billion in 2016, from $21 billion in 2015

Banks to weather rising bond yields

Author: Nicki Bourlioufas
Date: 03 Feb 2017

While their funding costs are rising modestly, the major banks have the flexibility to raise interest rates on home loans to protect their income and profit margins, according to analysts

Brookfield buys Asciano, QBE in line

Author: Christine St Anne/Nicholas Grove
Date: 18 Aug 2015

Companies covered in this report: • Asciano (AIO)

CBA lifts half-year cash profit 2pc, dividend 1pc

Author: Nicholas Grove
Date: 15 Feb 2017

Cash earnings per share stood at $2.86, flat on the previous corresponding half, the bank said in a statement to the ASX

CIMIC's 2016 profit, dividends beat forecast

Author: Nicholas Grove
Date: 08 Feb 2017

CIMIC Group (ASX: CIM) on Wednesday announced a net profit for 2016 of $580.3 million, up 11.5 per cent on 2015, at the top end of company guidance, and ahead of Morningstar's forecast for a profit of $575.9 million

Computershare 1H17 result banks on business renewal, rising rates

Author: Glenn Freeman
Date: 15 Feb 2017

Computershare (ASX: CPU) shareholders will receive an interim dividend of 17 cents a share, 30 per cent franked, up 6.3 per cent on the first half of fiscal 2016

CSL reports net profit, dividend growth for 1H17

Author: Glenn Freeman
Date: 15 Feb 2017

It also reported earnings before interest and taxes of US$1.09 million, up 36 per cent year on year

CSL shares lower but not for long

Author: Nicki Bourlioufas
Date: 17 Aug 2016

Shares in Australian biopharmaceutical company CSL Limited (ASX: CSL) have dropped after the company posted a 10 per cent fall in full-year net profit to US$1.24 billion ($1.6 billion), dragged down by the company's purchase of the loss-making influenza vaccine business Novartis

Dexus reports growth in earnings and distributions for FY16

Author: Glenn Freeman
Date: 17 Aug 2016

The Australian REIT reported more modest gains on the income front, announcing a distribution of 43.5 cents a share, up 6 per cent on fiscal 2015

Economic update

Author: Julian Robertson and Donal Curtin
Date: 29 Apr 2013

Ethical investment gathering momentum

Author: Nicki Bourlioufas
Date: 07 Mar 2017

Demand is rising for responsible or ethical investment, as funds flow into the sector from mainstream funds and the product offering is growing as more investment managers join the trend

Growth assets for the new financial year

Author: Anthony Fensom
Date: 12 Jul 2016

So, which asset classes might perform better in the new financial year? Small was beautiful in the year to 30 June, with the S&P/ASX 200 Index posting its first fall in four years, dropping by 4.1 per cent to finish at 5,233.

Growth versus value stocks: What next for markets?

Author: Jacob de Tusch-Lec
Date: 10 Apr 2017

The powerful rally in cyclical "value" stocks and financials seen in the second half of last year--and which carried over into January, paused for breath in February

Has the resources cycle turned?

Author: Anthony Fensom
Date: 02 Nov 2016

Rising coal and iron ore prices have boosted confidence in the mining industry, with climbing share prices suggesting investors also have a renewed interest in the sector

Here are 2 CGT relief strategies you need to know

Author: Accurium
Date: 08 Mar 2017

From 1 July 2017, a cap of $1.6 million will be introduced on the amount a person can transfer into the tax-free retirement phase

Here are 2 undervalued shares paying fully-franked dividends

Author: Nicholas Grove
Date: 06 Mar 2017

Platinum Asset Management (ASX: PTM) , a highly-regarded global equities manager, delivered a weak earnings result for the first half of fiscal 2017, with net profit down 20 per cent to $95.4 million following a 12 per cent fall in funds under management

Here are 4 good reasons to own this healthcare stock

Author: Nicholas Grove
Date: 04 Apr 2017

Healthscope Limited (ASX: HSO) this week announced that former Telstra (ASX: TLS) executive Gordon Ballantyne will be taking the helm of Australia's second-biggest private hospital operator effective 15 May 2017, replacing outgoing CEO Robert Cooke

Here are the earnings season standouts and disappointments

Author: Anthony Fensom
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.

Here's how the Australian ETF industry is transforming

Author: Anthony Fensom
Date: 27 Mar 2017

But while the local market's offerings may appear dull in comparison, local funds are getting more diverse as managers seek to reach new investors

Here's what you need to know about Downer's bid for Spotless

Author: Nicholas Grove
Date: 22 Mar 2017

Downer EDI Limited (ASX: DOW) on Tuesday launched a $1.3-billion takeover bid for facility and laundry services provider Spotless Group Holdings (ASX: SPO) , an offer which sent shares in the latter soaring nearly 50 per cent in the hours after the bid was announced

Here's why SMSF asset allocations need to change

Author: David Wanis
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

Here's why this ASX energy stock presents an opportunity

Author: Nicholas Grove
Date: 10 Oct 2016

Shares of Australian upstream oil and gas explorer AWE Limited (ASX: AWE) have fallen from a peak of about 94 cents in July 2016 to around 66 cents as of 5 October 2016, a fall of close to 30 per cent.

High-speed trading swindling value investors

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

How long can the bull keep running?

Author: Nicki Bourlioufas
Date: 07 Apr 2017

If it feels like the current bull market has been running for years, that's because it has

How managed funds can smooth your SMSF risk exposure

Author: Glenn Freeman
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

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