25/11/2015 | 10:39 AM Valuation is critical as it drives both risk and return, and buying the wrong asset at the wrong time can have devastating consequences.
25/11/2015 | 8:18 AM Few would argue with the theoretical advantages that infrastructure spending brings, but it's the "done well" qualification that always proves hard to fulfil.
24/11/2015 | 9:18 AM Emerging markets veteran Hugh Young of Aberdeen admits that 2015 has been hard for investors but says stocks are cheap and there are gains to made over the long term.
19/11/2015 | 8:23 AM Within Asia there have been negative returns across the board this year. The relative winners were The Philippines and India. Indonesia and Malaysia saw the largest falls.
18/11/2015 | 9:36 AM Emerging economies have struggled in recent years, but their increased productivity, stronger population growth, and rising middle classes represent an important growth opportunity for the future.
18/11/2015 | 8:40 AM Aided by an environment which encourages rampant speculation over organic investment, the landscape continues to degenerate into a correlated global trade on interest rates.
17/11/2015 | 9:18 AM While markets may be constantly changing the traits of good-quality companies remain the same, Celeste Funds Management's Frank Villante says.
16/11/2015 | 2:18 PM Even after the upside surprise in 2015, AllianceBernstein still expects a deteriorating trend to resume in 2016.
11/11/2015 | 8:14 AM Market-timers are circus clowns minus the funny suits. Even when they dodge the bear market, they inevitably miss the ensuing bull, according to Morningstar's John Rekenthaler.
10/11/2015 | 8:41 AM It is important to be selective when investing in China, says Aberdeen's Nicholas Yeo, as volatility is here to stay.
10/11/2015 | 8:18 AM Risk budgeting can help investors understand the risks in their portfolios and how they may or may not be rewarded, as well as help avoid mistakes.
6/11/2015 | 12:00 PM
5/11/2015 | 8:23 AM It will become harder for companies to make profits in economies which are increasingly characterised by four phenomena, while technology erodes job security and incomes.
3/11/2015 | 10:58 AM Chinese GDP growth may have slowed but the fundamentals are still supportive of equity markets, says Barings head of multi-asset Khiem Do.
3/11/2015 | 8:22 AM Through 2015 the US equity fund sector has lost the momentum that had sustained its long bull run from March 2009.
2/11/2015 | 8:19 AM For those investors genuinely interested in portfolio diversification, Morningstar has several managed fund options that are readily accessible.
30/10/2015 | 8:14 AM Japan still has the basic problems it has had for many years, including demographic issues, very low or negative population growth, a lot of debt, and a little bit of deflation.
29/10/2015 | 8:12 AM The Prime Minister's investment portfolio seems to reflect a healthy risk appetite with a prudent sense of balance.
27/10/2015 | 8:24 AM While economies grapple with demographics, price distortions and delivering, investors are confronting a fourth "D," according to Fidelity's Kate Howitt.
26/10/2015 | 7:22 AM Investors are faced with full valuations, uneven global growth and the prospect of rising rates in the US. In this environment, PIMCO suggests four simple approaches that could enhance returns and reduce risk.
23/10/2015 | 8:41 AM The smaller end of the market is where there is mispricing and is often where the biggest opportunities can be found, according to two highly rated managers.
22/10/2015 | 10:14 AM When you have slow underlying growth, it's sometimes tough to tell the difference between a slowdown and a recession, says BlackRock's Tony DeSpirito.
20/10/2015 | 7:06 AM After nearly seven years of negotiations, the Trans-Pacific Partnership trade pact promises to deliver unprecedented free and fair global trade among the 12 participant nations.
19/10/2015 | 7:10 AM Why is the Fed so nervous about raising the US cash rate when keeping it at emergency levels carries risks? The answer could well boil down to a number that haunts US policymakers.
15/10/2015 | 8:38 AM Most of the areas that will impact the flexibility of the Australian economy lie beyond the world of central banks and finance.
13/10/2015 | 7:16 AM Superannuation balances have still grown despite extreme events such as the global financial crisis, says Morningstar's Anthony Serhan.
12/10/2015 | 7:39 AM A key theme of the last decade has been the shifting macro-dependence of emerging markets, with China now playing an increasingly important role in the macro outlook for most of these markets.
9/10/2015 | 9:47 AM Investors may wish to consider an exposure to Japanese equities given record corporate profits, a weak yen and stage two of the "Abenomics" reforms.
8/10/2015 | 7:42 AM China's stock-market crash will spur an internal debate in the country about the need for more market-based reforms, says author and former banker Satyajit Das.
8/10/2015 | 7:42 AM
7/10/2015 | 7:42 AM We are less worried than the Federal Reserve about China and wish the US central bank had just got on with it and implemented a small rate increase, says Morningstar's Bob Johnson.
6/10/2015 | 7:42 AM Emerging markets are showing signs of domestic growth. Could these economies, along with China, re-emerge as bright spots in global markets?
2/10/2015 | 7:42 AM Below-trend growth could signal Australia's transition towards a non-resource economy or be a sign that a recession remains a reasonable risk.
29/09/2015 | 7:42 AM There should be space in an economic textbook or in the minutes of a central bank meeting to acknowledge the destructive influence of 0 per cent interest rates over the intermediate and longer term, Janus' Bill Gross says.
28/09/2015 | 7:42 AM Nikko Asset Management currency strategist Roger Bridges gives his view on China's recent move with the yuan, as well as the outlook for interest rates and the Australian dollar.
28/09/2015 | 7:42 AM Following a recent trip to the US, Perpetual's Garry Laurence believes there is plenty to like about American companies, with many stocks trading at attractive levels.
25/09/2015 | 7:42 AM Housing affordability challenges and shorter government terms will be the norm under the "new mediocre" of growth, says author Satyajit Das.
25/09/2015 | 7:42 AM Choosing quality managers for your global equities allocation can ensure your portfolio performs well through the full market cycle.
24/09/2015 | 7:42 AM Global markets confront a number of challenges, not least of which is how the Eurozone manages a QE exit, according to BlackRock's Stephen Miller.
23/09/2015 | 7:42 AM A falling dollar can boost returns from global equities but it is important that investors choose the right strategy.
22/09/2015 | 7:42 AM There are several specific investment strategies that can provide investors with easy access to global companies.
22/09/2015 | 7:42 AM Magellan's Hamish Douglass talks about where he is finding value across the globe and why his fund has reduced its exposure to emerging markets.
21/09/2015 | 7:42 AM Investing across the globe gives investors access to a number of growth prospects beyond banking and resources.
21/09/2015 | 7:42 AM The world should be preparing for quantitative tightening despite the Federal Reserve's decision to keep rates on hold, Magellan's Hamish Douglass says.
17/09/2015 | 7:42 AM The low Australian dollar should support sectors such as tourism but reform is needed as the country shifts away from the mining sector.
17/09/2015 | 7:42 AM Super-size August movements in global stocks are but one sign that something may be amiss in the global economy -- China notwithstanding, Bill Gross says
14/09/2015 | 7:42 AM There are obvious motives driving Beijing's move to liberalise the yuan at a time when supply-and-demand pressures point to future declines, Fidelity's Michael Collins says.
10/09/2015 | 7:42 AM A disciplined approach to what constitutes "infrastructure" is essential in achieving reliable returns, according to Magellan head of investments Gerald Stack.
8/09/2015 | 7:42 AM ECB President Mario Draghi is relatively dovish, given the lower oil price and the impact of lower external demand from weaker growth in emerging markets.
7/09/2015 | 7:42 AM
7/09/2015 | 7:42 AM Entirely unrealistic optimism always pervades the popular wisdom regarding sustainable levels of economic growth, population growth and asset prices, Schroders' Martin Conlon says.
3/09/2015 | 7:42 AM A number of Morningstar medallist fund managers have invested in stocks positioned for earnings growth despite the lacklustre performance of the Australian economy.
3/09/2015 | 7:42 AM Portfolio managers from global investor T. Rowe Price look at the challenges facing China and give their perspective on investment opportunities as a result of market dislocations.
2/09/2015 | 7:42 AM During sizable market corrections, it's natural for investors to wonder if they should be doing more to "play defence".
1/09/2015 | 7:42 AM Stock-market crashes are inevitable and should be expected. Therefore, investors need to be prepared.
26/08/2015 | 7:42 AM Investors should look past recent shorter-term volatility and take a long-term view of the world's second-largest economy, a Canadian fund manager says.
18/08/2015 | 7:42 AM China's expansion will occur at a most unimpressive pace and China will be of much less help than it has been in extending Australia's growth record.
14/08/2015 | 7:42 AM China is losing control of its growth and it needs to devalue the yuan to try and improve its environment.
13/08/2015 | 7:42 AM Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.
11/08/2015 | 7:42 AM Even as China slows, it is likely to remain one of the world's fastest-growing economies and the world's best consumption story, according to Matthews Asia.
10/08/2015 | 7:42 AM Looking beyond geopolitics, global macroeconomic data remain consistent with a moderate pace of growth heading into the second half of 2015.
5/08/2015 | 7:42 AM
4/08/2015 | 7:42 AM There is no statistical reason per se for the Fed to raise interest rates, yet absent a major global catastrophe we are likely to get one in September, says Janus Capital's Bill Gross.
3/08/2015 | 7:42 AM The "new normal" has arrived in Australia and this has important implications for investors, as PIMCO's Rob Mead explains.
31/07/2015 | 7:42 AM While loose monetary policy has driven the bulk of valuations in equities, earnings growth is now coming through in some regions, BlackRock's Ewen Watt says.
29/07/2015 | 7:42 AM If you buy high-quality "growers" at an attractive price, you don't have to worry about Greece or China, Perpetual's Garry Laurence says.
27/07/2015 | 7:42 AM Countries including Australia, Germany, Japan and the US will nudge against Stein's law if they persist with ignoring imbalances within their economies.
23/07/2015 | 7:42 AM Economic update for the period ending 14 July 2015.
21/07/2015 | 7:42 AM BlackRock's "Yellen Index" indicates the US economy is ready for policy-rate normalisation
20/07/2015 | 7:42 AM The Asian region provided the main winners within emerging markets in 2014 thanks to the sharp decline in the oil price. But what can investors expect from 2015?
17/07/2015 | 7:42 AM Preparation, discipline, patience and decisiveness are some of the key attributes that make a "true" investor, as Magellan's Hamish Douglass illustrates.
16/07/2015 | 7:42 AM A number of global equity fund managers have relatively large portfolio exposures to China, but investors need to be mindful about keeping a focus on the long term.
15/07/2015 | 7:42 AM A shaky global backdrop is making it difficult to hide from a downturn in asset prices, with blanket selling when confidence abates, Schroders' Matthew Booker says.
14/07/2015 | 7:42 AM From time to time, equity markets will experience bouts of volatility due to a variety of reasons. Here are 10 key tips for stopping yourself from making rash moves.
13/07/2015 | 7:42 AM While risks loom, it would be premature to throw in the towel on Europe especially as it is beginning to turn the corner.
8/07/2015 | 7:42 AM
8/07/2015 | 7:42 AM Even a well-diversified portfolio can reveal surprises. Find out if your portfolio is too concentrated in a sector, asset class or even a stock.
8/07/2015 | 7:42 AM Following the resounding "no" vote from the Greek people, some global economists are now putting the chances of an exit from the Eurozone at 100 per cent.
7/07/2015 | 7:42 AM Schroders' Martin Conlon discusses the artificiality of elevated assets and investor infatuation with "capital-light" business models.
29/06/2015 | 7:42 AM With the Reserve Bank of Australia meeting this week, PIMCO's Rob Mead discusses the bond manager's outlook and the implications for Australian investors.
2/07/2015 | 7:42 AM Investors should watch the velocity of rate increases, keep Greece in perspective, and mind diversification in a world with very few good values.
1/07/2015 | 7:42 AM Two of the fund world's pre-eminent stock-pickers share their views on the market and valuations.
29/06/2015 | 7:42 AM Keep in mind the one maxim that does have a perfect track record over time: the higher the rise, the further the fall.
30/06/2015 | 7:42 AM GMO chief investment strategist Jeremy Grantham lists the 10 issues occupying his mind today, including human optimism, resource limitations and the Fed's deficiencies.
29/06/2015 | 7:42 AM Global fund managers discuss emerging opportunities beyond the local market.
About this style
These Funds own mostly larger-sized companies the fund manager believes are overlooked by the market and trading relatively cheaply
10 Top Tens
Click through the tabs or list below to see more of the top funds in different categories.