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Top 10 articles of last week

Glenn Freeman  |  19 Mar 2018Text size  Decrease  Increase  |  
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Dividend imputation: New tax grab or return to original purpose?

Under the proposed change, as many as 1.2 million Australian taxpayers--including between 200,00 and 600,000 self-managed super fund (SMSF) trustees--would be affected.

Dividend imputation: Is class war raging?

Proponents argue the current system of Australian Tax Office cash refunds for unused imputation credits--a measure introduced by the Howard-Costello Liberal Government in 2000 in an update to the original Hawke-Keating's Labor Government dividend imputation regime--is unsustainable.

Aussie bank among world's top dividend payers in 2017

The Commonwealth Bank of Australian (ASX: CBA) paid the 13th-highest rate of dividends in 2017, behind US-based oil major Chevron (ranked 12th). The top three dividend-payers were Royal Dutch Shell, China Mobile and Exxon Mobil, the Janus Henderson Global Dividend Index found.

Trump tariffs: Should you sell your mining stocks?

Global share markets endured a bumpy ride in the last couple of weeks, as US President Donald Trump's 8 March announcement of aluminium and steel trade tariffs rocked mining stocks.

USA today; More superannuation meddling

The U.S. February payrolls report was a cracker for financial markets. Strong job creation was positive for consumption, economic growth and equity markets. Subdued wages growth calmed an anxious bond market. While yields did move higher they were driven by the growth aspects of the report rather than January's inflationary influences.

Why active managers do better in some periods than others

Most active managers have struggled to beat their index counterparts over the long term. But active managers have had greater success in some periods than others. A theory known as Dunn's Law suggests that this pattern can be explained by stylistic differences between active and index portfolios.

Volatility useful gauge of risk, except when it's not

Heightened volatility has a lot in common with the recent snowstorms. We know to expect them from time to time, we have a reasonable idea of what drives them, yet they still come unexpectedly and with a force that gets people talking.

Global economies more susceptible to shocks

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Recent growth momentum has been even better than expected across many economies, providing a strong ramp into 2018. It would seem in many ways that the stars are aligned for a continuation of the “Goldilocks” environment that we saw last year, with above-trend global growth and low but gently rising inflation.

Equity Star Ratings

For Australian and New Zealand stocks and credit securities, we are replacing our buy/accumulate/hold/reduce/sell ratings with the 5-star rating system of stocks--bringing us in-line with the same system Morningstar uses globally. This change will take effect from Saturday 17 March.

Top 10 articles of last 3 weeks

Using cash within your portfolio; the most appropriate asset classes for retiree investors; what Buffett would do; and the enduring appeal of Goldilocks markets--just some of the topics covered in our most-read recent articles.

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Glenn Freeman is a senior editor at Morningstar.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The article is current as at date of publication.

is senior editor for Morningstar Australia

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'regulated financial advice' under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information, refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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