Crunching the numbers
Morningstar’s take on earnings and economic data so far this week and in the days ahead. Art for SMSFs' sake
Artwork and collectables back on the table for SMSF investors. Earnings season vital signs
Find out who’s back from the grave – and who’s not. Woolworths a world-class player
Australia’s biggest retailer consistently boosts earnings while battling a beefed-up competitor. Creating outperformance
Veteran fund manager Chris Cuffe reveals his fund of funds’ strategy. Crunching the numbers
Morningstar’s take on earnings and economic data so far this week and in the days ahead. What lies beneath QBE
Investment markets were unkind to QBE but as Morningstar’s Peter Warnes reminds us, it’s not an investment company. Wesfarmers’ class act
Wesfarmers is turning around a tough business with one hand and managing volatile resources with the other. 3 worst outcomes if Cooper ignored
Jeremy Cooper tells us why the financial reforms outlined in his review must go ahead. Crunching the numbers
Morningstar’s take on earnings and economic data so far this week and in the days ahead. Hawke bullish on China, not planners
We speak exclusively with the former Prime Minister Bob Hawke. Can Telstra return to calm?
Morningstar’s Peter Warnes sheds some light on what lies ahead for Telstra. Hockey promises stability, but few details
Shadow Treasurer Joe Hockey addresses the Financial Services Council conference FSC badge says 'trust me'
-- $20b cost savings dangled to pollies
-- Investors Mutual talks TLS and more
Equities have been volatile this quarter but good managers have found opportunities to outperform. Crunching the numbers
Morningstar’s take on earnings and economic data so far this week and in the days ahead. How to read a profit and loss statement
Morningstar’s James Cooper helps make sense of profit and loss statements. Crunching the numbers
Our take on the main economic data for the week that was. Making money from small cap inefficiencies
Aussie equity small caps were down across the board, but good managers were able to shine through. Coles pays its way
Coles is grabbing market share from Woolworths. Morningstar’s Peter Warnes tells how. How to join Cuffe's latest link to charity
High profile fund manager Chris Cuffe started his charity focused Third Link Growth Fund during the GFC. Funds experience negative June QTR
Morningstar’s latest funds data shows many funds experienced negative returns in the last quarter. Crunching the numbers
Our take on the main economic data for the week that was. Media's shifting sands
While newspapers and the internet fight for advertising dollars, TV is quietly winning the lot. Can Woolworths deliver?
Woolworths’ fourth-quarter sales show it’s holding up in a tough retail climate but the real test will be its 2010 earnings announcement. Investor sentiment falls again
Investors are not feeling good about the economy right now, in fact, they’re feeling worse this quarter than last. Save to invest
Saving up? We ask financial planner Laura Menschik for some pointers. AREITs turn a corner
Morningstar’s Scott Courtney discusses what drives the nation’s listed property vehicles. Crunching the numbers
Our take on the main economic data for the week that was. Tax tips for SMSFs in FY10/11
SPAA chair Sharyn Long shares her knowledge of what SMSFs are up to at the moment. Talking point: China trip surprises
Industry chatters on the findings of a recent China excursion. What inspires Ian Huntley?
Where does the market analyst and commentator Ian Huntley get his best investment ideas? Emerging trends in SMSFs
SPAA chair Sharyn Long shares her knowledge of what SMSFs are up to at the moment. Crunching the numbers
Our take on the main economic data for the week that was. Are hybrids the right choice?
They’re more stable in choppy markets, but the case for hybrid investments has some risks, too. Getting SMSF taxes ready
We’ve put a line under FY09/10 but how do we best prepare our taxes for the year. Talking point - election uncertainty
We discuss the reaction from both international and domestic fund managers about Australia’s change in leadership. Crunching the numbers
Our take on the main economic data for the week that was. Crunching the numbers
Our take on the main economic data for the week that was. Does currency count?
Ian Huntley gives his views on how important getting the exchange rate right is on your investments. Time to buy banks?
Major banks are on track for solid 2H profit growth; beyond that, they’re not immune from uncertainty over Europe and the resources tax. Best businesses – 5 years on
What we’ve learned from measuring the performance of high quality stocks against the market. ETFs: What are my choices?
Country specific, sector specific and different blends of our ASX – what are our choices? Huntley and the new regime
Ian Huntley talks frankly about what he expects from the Julia Gillard government. Crunching the numbers
Our take on the main economic data for the week that was. Finance body urges new PM, miner talks
Newly revamped financial services body focuses on tax reform, Brogden says. Investing after this downturn
Morningstar’s head of equities strategy Ross Bird tells what investors can expect following this correction. ETFs: Effectively using ETFs in your portfolio
We know what they are and how to buy them, but how do we incorporate them in a portfolio? Market braces for election jitters
Morningstar’s Ian Huntley says a change of government, or at least a change in policies, would be good for some stocks. Crunching the numbers
Our take on the main economic data for the week that was. Talking point: Jetting to China
Fund managers are out and about visiting our biggest trading partner. How to use stock research
Understand the different kinds of equities research and how our analysts produce it. Market conditions now and ahead
Ian Huntley’s take on current market conditions - now and in the months ahead. ETFs: Taking ownership
An ETF is bought on the ASX like any listed investment but is it that simple? The next reporting season
It’s 2 months away but Morningstar strategist Ross Bird gives us a preview of what we can expect. Crunching the numbers
Our take on the main economic data for the week that was. Where credit is due
Just when we think life is returning to normal, the credit numbers tell a different story. Morningstar’s David Ellis explains. Things to do before end of financial year
It’s already June, but it’s not too late to make some improvements to your tax return How investors can “beat the devil”
Investors need to “beat the devil”, or silence the voices that go against good financial strategy. Downer's risky business
Downer EDI has a lot of heavy lifting to do to get its NSW rail project back on track, Morningstar’s Peter Esho says. Crunching the numbers
Our take on the main economic data for the week that was. Talking point: Global economy in a cup
What fund managers are talking about - This week it's an unusual way to explain the global economy. ETFs: What's under the bonnet
What makes up an ETF, how it's put together and how you can own one. Extra pay needs extra planning
Extra pay, windfalls and bonuses are great but good planning can make it better. Fund in Focus: BlackRock Scientific Aus Equity Fund
BlackRock is the world's largest money manager but is bigger really better for this week's Fund in focus? Do SMSFs seek advice?
SMSF members like control but do they eschew advice? Crunching the numbers
Our take on the main economic data for the week that was. Cooper, super and SMSFs
Understanding the Cooper review’s proposed changes to our super and SMSFs. A super profits tax on banks?
Could the controversial super profits tax for miners also apply to the banking sector? What cost to invest with ethics?
Easy to be green, but the costs vary for ethical investors. Making back your losses
Is there anything a financial planner would advise you to do to recoup your losses quickly? Do star ratings work?
Morningstar’s star ratings are based on quantitative measures but is this meaningful for investors? Crunching the numbers
Our take on the main economic data for the week that was. Beware capital gains tax on SMSF rollovers
Certain activities in running a self managed super fund can trigger capital gains tax liabilities. Funds for a market correction
What does a market correction mean for investors with managed funds and what types are favourable? Super changes and SMSFs
Super has been tinkered with yet again but what are the implications for SMSFs? Crunching the numbers
Looking at this week’s main economic data here and around the world. No commissions for you
How banning financial planners from accepting commissions will affect you. Why managers should have skin in the game
Research shows fund managers who invest their own money in their funds work harder than those who don’t. Budget 2010: What it means for you
Ibbotson managing director Anthony Serhan gives his quick take on the budget 2010 and what it means for you. Henry reforms missed opportunities
Longevity risk not addressed in reforms, Institute of Actuaries CEO Melinda Howes says. Super time running out for those aged 30+
Ibbotson MD Anthony Serhan comments on the governments reforms to super and financial services. Surprises From Omaha
Morningstar’s Pat Dorsey and Paul Larson look at what surprised them most at the Berkshire annual meeting. Our take on Buffet's take
Pat Dorsey and Paul Larson offer their thoughts on the Oracle’s comments on Goldman, financial reform and more. Damned lies and statistics
Our round up of the surveys, polls, studies, data, rates, tallies and predictions released over the week. Mining tax a money pit
The negative impact of the planned tax will reach to the heart of the economy, Morningstar’s Mark Taylor says. Tax slug dangerous, says Huntley
Morningstar's Ian Huntley says the government's planned action following the Henry Review may well dig the economy into a hole. Morningstar Investment Conference
-- Budget 2010: will we pay?
Ian Huntley gives his views on government reform and the upcoming budget. Keeping a tab on bonuses
Morningstar US enjoyed a meaningful victory with regulators on behalf of investors, Don Phillips explains. Fund in Focus: Aberdeen Emerging Opportunities Fund
Aberdeen Emerging Opportunities Fund provides exposure to the developing world economies. Huntley calls another market correction
Ian Huntley tells investors how to best prepare their portfolios for a market correction. Damned lies & statistics
Our round up of the surveys, polls, studies, data, rates, tallies and predictions released over the week. Bank scandal a sign of things to come
A lawsuit against Goldman Sachs could herald change in attitudes towards banks globally. AXA returned to AMP’s sights
NAB offer for AXA is no-no, says ACCC. So, what happens next? Avoid horrific penalties
The ATO is focused on excess contributions in SMSFs. BHP, Rio critics’ fuzzy logic
The sky won’t fall if BHP and Rio don’t get their joint venture over the line but critics have forgotten one thing. Morningstar’s Mark Taylor explains. Damned lies and statistics
Our round up of the surveys, polls, studies, data, rates, tallies and predictions released over the week. What competition means for ASX
The monopoly the ASX has on share trading is likely coming to an end. Morningstar’s David Walker explains what that means for shareholders.