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Popular Articles from: A recession for Australia? to How asset allocation differs from diversification

A recession for Australia?

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

A scary number looming over Australian stocks

Author: Martin Conlon
Date: 24 Nov 2016

Sydney Airport (ASX: SYD) surged 89 per cent over the past three calendar years

Alumina shares up despite Alcoa loss

Author: AAP NewsWire
Date: 09 Jul 2013

Alumina shares were up $3.50, or 3.5 per cent, at $1.035 at noon AEST

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

AREITS bouncing back, says State Street

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)

Asia: Breathing room and bright spots

Author: Mark Jason and Steve Cao
Date: 25 Nov 2013

China is entering a multi-year period of slower growth, but we consider its future growth robust and sustainable when compared with overall global GDP growth

Assessing the exposure to Brexit

Author: Andrew Miles
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

Australian small caps: Insights from Fidelity

Author: James Abela
Date: 19 Oct 2016

Over the last couple of years, the small-cap market has remained pretty stable with good growth and a high degree of certainty

Australians largely unaware of new super cap deadline and opportunity

Author: Glenn Freeman
Date: 23 Nov 2016

A significant proportion of eligible Australians are unaware of this deadline, and don't properly understand the proposed changes in how their super assets will be taxed, according to Michael Hutton, head of wealth management, HLB Mann Judd

Avoiding a super fraud

Author: Christine St Anne
Date: 17 Sep 2014

It was only a couple of years ago when the collapse of the Trio Capital left 6,000 people without their superannuation savings

Bonds may have sold off but don't sell out

Author: Nicki Bourlioufas
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

Choosing quality Australian credit

Author: Tracy Chin and Aaditya Thakur
Date: 04 Sep 2014

There has been ample analysis of the macroeconomic consequences of the terms-of-trade (ToT) shock that Australia has undergone as the resources investment boom has tapered

Cochlear lifts profit, dividends

Author: Nicholas Grove
Date: 09 Aug 2016

Sales revenue rose 23 per cent year over year to $1.158 billion, with growth delivered across all product categories and regions, the hearing implant maker said in a statement to the ASX

Contributing superannuation for children

Author: Kathy Evans
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.

Could a Santa Claus rally be coming to town?

Author: Nicki Bourlioufas
Date: 08 Nov 2016

Markets traditionally rally into Christmas, but looking at price levels as at 2 November, the S&P/ASX 200 was up just 2.4 per cent over the year and well off its year-high levels of 5611 in July

Could the Aussie banks outperform?

Author: Lesley Beath
Date: 06 Sep 2016

As far as global equity markets are concerned, Australia took the wooden spoon last week

Demystifying the benefits and risks of ETFs

Author: Arian Neiron
Date: 20 Nov 2013

A lot has been written about the rapid growth of Australia's exchange-traded funds (ETF) market, which recently passed $9 billion in assets

Don't be a short-term investor

Author: Dan Kemp
Date: 06 Jan 2015

Short-term investing is an oxymoron

End-of-year SMSF tax considerations

Author: Melanie Dunn
Date: 20 Jun 2016

Here are just a few key tax considerations to be aware of to help you and your self-managed superannuation fund make the most of available tax deductions and concessions

Falling interest rates to push money into equities

Author: Nicki Bourlioufas
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

Global capital flows come with flaws

Author: Michael Collins
Date: 20 Sep 2016

In 1968, Prime Minister John Gorton, fearful that looser controls on capital in Europe and the US would lead to foreign takeovers of Australian companies, told the then state-based stock exchanges to force their listed companies to restrict voting rights to locally based shareholders

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.

Healthscope lifts profit, dividends

Author: Nicholas Grove
Date: 23 Aug 2016

Healthscope Limited (ASX: HSO) has recorded a 25.1 per cent lift in net operating profit to $194.6 million for fiscal 2016, broadly in line with Morningstar's forecast, following a "robust" performance from its hospitals and New Zealand pathology businesses

Hedging currency risk more popular on lower dollar

Author: Nicki Bourlioufas
Date: 21 Mar 2016

If you're planning to invest in offshore assets, then the decision about whether or not to hedge your currency exposure is an important one as movements in the Australian dollar can either erode or add value to your investment

Here are 2 great stocks you need to sell

Author: Nicholas Grove
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

Here's a top-rated exposure to Japanese equities

Author: Nicholas Grove
Date: 22 Nov 2016

Morningstar UK fund analyst Kenneth Lamont points out in a recent article that Japan has more to gain or lose from changes to US economic and foreign policy under a Trump presidency than most other countries

Here's why gold stocks can play a valuable role in your portfolio

Author: Nicki Bourlioufas
Date: 21 Sep 2016

The outlook for the gold sector is rosier now than it has been in recent years

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.

How asset allocation differs from diversification

Author: Larissa Fernand
Date: 10 Mar 2015

Investors tend to use the terms "asset allocation" and "diversification" interchangeably

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