Myer's cautious outlook
Myer's earnings report includes a cautious outlook for the second half, Nicole Manktelow reports. FMOY finalist Amundi emerges
Amundi’s global bond fund offers a unique product to Australian investors, Richard Borysiewicz says. China: The year of the bubble?
It's the year of the tiger, but also one in which observers are looking closely at China's economy for signs of a bubble. Perennial Value: Domestic Equities award winner
We talk with the manager behind Perennial Value’s award-winning domestic equities portfolio. Rate rise but retail, housing surprise
Surprising economic data provides a mixed view of the Australian economy as the RBA raises the interest rate. Franklin Global: Emerging Manager award winner
New York-based Franklin Global Equity won the Emerging Manager of the Year category at the Morningstar Fund Manager of the Year awards. Platinum: International Equities award winner
Platinum Asset Management won the Morningstar Fund Manager of the Year International Equities. Fund manager Jacob Mitchell talks about his award-winning portfolio. Will Seven make the earth move?
Kerry Stokes is asking Seven Network shareholders approve a plan to create a company that has more to do with heavy machines than media. Perennial: Aussie Equities award winner
Perennial Aussie equity fund manager John Murray talks about markets and his award-winning portfolio. Investing for life
Lifestyle investing is big in the US and is starting to be talked about here in Australia, Ibbotson president Peng Chen discusses. Caps off for low super balances: Brogden
John Brogden explains why IFSA thinks changes to the super concessional caps are unfair to some workers. AMP boxed in by AXA
AMP's announced full-year net profit but the market was more interested in its other developments. Morningstar's David Walker explains. Wesfarmer's big surprise
Wesfarmers delivered a stronger than expected profit - and the business that did the heavy lifting was the one you'd least expect. Morningstar's Peter Warnes explains. Diversification still works: Roger Ibbotson
Roger Ibbotson, founder of Ibbotson Associates and a professor at Yale discusses what investors can learn from the financial downturn. Building boost for investors
Could a boost in the building industry help build your portfolio? Andrew Doherty explains. Have index funds had their day?
Investors turned to index funds during the downturn but do they still have a place? Vanguard’s Robin Bowerman discusses. Now is the time for cyclicals and blue chips
The recession didn’t provide the results expected from a downturn. Morningstar's Best Businesses
Every year, Morningstar analysts weigh developments and crunch numbers to find Australia’s top businesses. Senior resources analyst Mark Taylor reveals what it takes to make the grade. Telstra's numbers game
The telco giant’s earnings results sparked a sell-off but dividend confusion didn’t help. Morningstar’s Peter Warnes explains. BHP dodges bumps in the road
An improved global economy helped BHP Billiton post better than expected profit but developments in China are a worry. Morningstar senior resources analyst Mark Taylor tells why. Boral earnings bring housing hope
Boral's half yearly earnings include signs of an Australian housing sector recovery Why raise interest rates?
What exactly does tweaking interest rates do for the economy, Shane Oliver explains. Save ‘more’ for retirement, but how much?
Australia's leading financial organisations agree we need to save more to survive retirement, but opinions are divided on exactly how to do it. Actuaries measure risks of ageing
The actuaries’ role in determining risks and helping governments formulate economic policy. New innovations to address longevity risk
Andrew Barnett discusses longevity risk and some new solutions to the problem. A choppy year, says Advance
Advance's Patrick Farrell tells Christine St Anne that 2010 won't be smooth sailing, in this extended interview. Penalties for your SMSF’s poor report
SPAA chair Sharyn Long talks about the auditor contravention report and how SMSF trustees can best deal with them. Ensuring your auditor is qualified
SPAA accredited auditors have now become approved auditors under the SIS Act. ETFs ready for takeoff
They're cheap, they're transparent, but are ETFs getting the inflows they deserve? Woolworths seeks fresh stimulation
The retailer’s latest sales show stimulus money had a greater than expected impact. Morningstar’s Peter Warnes discusses the results. Making the nest egg last the distance
-- Wingate takes advantage of AUD
International fund manager Wingate talks about strategy and the strong dollar. Time to refocus one's defences
Defensive assets weren't exactly what people thought they had when the GFC hit. Industry funds build own investment teams
Local Government Super at the forefront of trend to build internal investment teams. Where are they now? Property trusts
This is the fourth in our series of how past winners of the Morningstar Fund Manager of the Year have fared. Where are they now? Small caps
This is the fifth and final in our series of how past winners of the Morningstar Fund Manager of the Year have fared. Nufarm's new year
Last year was rough for Nufarm shareholders but the farm chemicals company has a new plan. Morningstar's James Cooper explains. Hunter Hall explains its ethical stance
Hunter Hall talks about being green and deep green while earning good returns for investors. Where are they now? Aus equities
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the Australian equities space. Where are they now? Global equities
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the global equities space. In defence of small funds
As debate about super fund size continues, are smaller funds looking at ways to gain scale? Resources in 2010 - Part 1
Morningstar's Mark Taylor maps out the road ahead for iron ore and other key resources. Fund in focus: AMP Future Directions Balanced
Morningstar's Tim Murphy tells you what you need to know about the AMP Future Directions Balanced Fund Resources in 2010 - Part 2
Morningstar's Mat Hodge discusses the year ahead for Australia's copper, coal and uranium producers Banking on hybrids
Australia’s big four banks are have issued billions of dollars worth of hybrids. Morningstar’s Patrick Caldon explains whether they’re for you. Where are they now? Fixed interest
We look at how previous Morningstar Fund Manager of the Year award winners have fared in the fixed interest space. Passive will always underperform: Zurich
-- Timbercorp Orchard Trust ripe for takeover
New investment company Hamilton Securities announces takeover bid for debentures of the Timbercorp Orchard Trust Wizard takes the Yellow Brick Road
Mark Bouris wants to plug gaps in mortgage and financial planning markets with his new enterprise. Woodside’s juggling act
Woodside has three big, cash-intensive projects on the go and has tapped the stockmarket to help it cope. Our forecast for 2010
Ian Huntley outlines the market cycle scenarios investors may see in the next 12 months and beyond Reverse mortgage market inches forward
Growth in reverse mortgages has slowed this year, SEQUAL CEO Kevin Conlon explains the challenges. Super no shelter for fraud
-- Things I wished I'd learned at school
Author Jamie McIntyre’s latest book focuses on the idea you can never start learning about investment early enough. Keep your super in the family
Is your SMSF for the whole family? Grant Abbott discusses if you should have insurance or other products included. Fight for transparency, Morningstar CEO says
Morningstar CEO Joe Mansueto urges industry and advisers to improve investor information and education. Bennelong finds its place in the sun
-- Investing in nickel
Morningstar's Mat Hodge discusses nickel with Victoria Tait SMSF Reserves
-- Value of advice is monetised
At last a monetary value has been established to ratify the value of advice, estimated at almost $2500 per year. James Hardie's big surprise
The building products maker has defied the worst US recession since the Great Depression. Morningstar's Peter Warnes tells how. JP Morgan expands custody arm
JP Morgan Worldwide Securities Services’ Laurence Bailey discusses the acquisition of ANZ’s custodian services business in Australia and New Zealand. Banks prepare for brave new world
There’s a lot more to the Big Four than the sum of their bad debts. Morningstar’s Peter Warnes and David Walker highlight the numbers that matter. New TPD insurance regulations
David Shirlow and Darin Tyson-Chan discuss the new deductibility rules for TPD cover. Bonds are back
They’ve been tagged as boring, but the recent downturn has shown the beauty of bonds. We have Morningstar’s fixed interest expert Sallyanne Cook here today to tell us more about these investment vehicles. Financial reform explained simply
How will current financial reforms affect investment services? Treasury spends on Souls
Treasury Group talks about acquisition of boutique fund Souls AXA's real value to AMP
Financial group AMP needs insurance but the reasons why may surprise you. Morningstar's David Walker explains. CBA's safety in numbers
Morningstar's David Walker takes us through Commonwealth Bank's recent update Fixed interest becomes sexy
-- Trustee Education
Liz Westover gives her recommended changes to superannuation trustee skill and knowledge. What your fund isn’t telling you
Australian funds lack the transparency of those in other markets. We explain why you should ask your fund for more information. Westpac's big call
Morningstar's Peter Warnes compares Westpac's performance with rivals NAB and ANZ Australian equities still a good buy: UBS
Australia is the place to invest, particularly in energy and banks, says UBS What GUD sees in Breville
GUD is using its balance sheet power to chase Breville's thoroughbred brands, Morningstar's James Cooper says Investing against the tide with Anthony Bolton
Fidelity investment guru visits Australia to give us some lessons from his life running money. Banks weather the storm
Morningstar's Peter Warnes looks at how NAB and ANZ navigated the economic crisis. Newcrest’s golden combination
Big reserves and low costs make Australia’s biggest gold producer an attractive target, Morningstar’s Mat Hodge explains. Rumours of Morningstar shopping spree exaggerated
Morningstar CEO Joe Manseuto talks acquisitions, financial crises, and some company strategies during his recent visit downunder Reading your super statement
Morningstar says it's better to engage with your super than bury it away, Phillip Gray explains. Is your fund a zombie?
Once trendy but now neglected, could your fund be described as a zombie? Morningstar's Phillip Gray explains. Rising interest rates impact bonds
-- Rio’s road to recovery
The mining giant is well on the road to overcoming the massive problems that assailed it earlier this year, Morningstar’s Mark Taylor says. Making the transition to retirement
-- AXA's insurance policy
Unlike other insurers, AXA has its own protection against tough times,David Walker explains Aus Unity takes interest offshore
Aus Unity's David Bryant on its joint venture with Asian equities boutique Seres Asset MgAus Unity's David Bryant on its joint venture with Asian equities boutique Seres Asset Mg Beyond Myer's glamour
The department store chain’s IPO has a few issues. Morningstar’s Peter Esho explains. Find out about the AREITs comback
-- SMSFs and gearing
SMSFs and Gearing: administrative considerations with Andrew Biviano and Darin Tyson-Chan What you need to know about ETFs
Morningstar's Tim Murphy discusses what investors need to know about ETFs 5 funds I wished I bought in January
The market has recovered 30 per cent of its losses since January. Chris Douglas highlights where money would have been well placed. Goodman Fielder banks on bread
Australia’s biggest listed food company is looking to its bread, milk and other staple brands to lift margins and drive profit. Morningstar’s David Walker takes a look at Australia’s biggest listed food company Learning from missed opportunities
Ian Huntley talks about the stocks he wished he'd bought and how investors can learn from missed opportunities. Australia rates well but can do better
IFSA CEO John Brogden reveals Australia compared well in a global fee survey undertaken by IFSA and Deloitte How the Best Businesses survive the stress test
The worst of the GFC may be over so how did our Best Businesses fare? ETF basics
Exchange Traded Funds are becoming more fashionable, but what do newcomers need to know? Premier's plus-sized profit
From PJs to party dresses, Premier has set the pace for its retail rivals. Morningstar's Peter Esho tells why Telstra's degrees of separation - PART 2
Investors need not worry about a divided Telstra. Morningstar's Peter Warnes explains why Telstra's degrees of separation - PART 1
Investors need not worry about a divided Telstra. Morningstar's Peter Warnes explains why Can gold continue to climb?
Morningstar analyst Mathew Hodge discusses why the gold bulls are charging and whether you should follow them