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markets
Brace for 2020 recession, warns Schroders
A number of factors will combine to lead to a slowdown in US growth and ultimately, a recession by 2020, according to Schroders' Keith Wade.
stocks
Banks misconduct driven by greed: Hayne
Misconduct by banks and major financial institutions has all too often been driven by greed ahead of basic standards of honesty, banking royal commissioner Kenneth Hayne QC says.
funds
Second-largest Tesla investor backs Elon Musk
Ahead of the latest news of a US SEC regulatory action against Elon Musk, a T. Rowe Price portfolio manager affirmed his belief in Tesla and its founding CEO.
stocks
Trade war may end in a draw, but Pythonesque markets could lose more than an arm
As US-China tensions intensify there's an almost satirical edge to the complacency of the markets.
stocks
'Hayne pain' royal commission findings largely priced in
The financial services sector is bracing for Kenneth Hayne QC's interim report today, but it's unclear whether the real blows will land now, or when the final document lands in February.
stocks
Global Market Report - 28 September
The Australian share market is poised to open higher after Wall Street rallied overnight from its post-rate rise dip.
personal-finance
Investing Basics: How to build and invest your emergency fund
Establishing and maintaining an emergency fund can help you focus on what's most important when tragedy or other unforeseen life events strike, explains Emma Rapaport.
fixed-income
A triple-hit for emerging markets in 2018
Bonds in countries such as Turkey, Argentina and South Africa have been hit by a few fundamental factors, but the longer-term picture for the broader EM segment is more positive.
markets
Mixed emotions as Fed hikes rates again
There are varying views on what the latest rate rise says about the Fed's thinking on domestic economics, the timing of further increases and the effect on global markets.
stocks
Global Market Report - 27 September
Australian shares are set to drop at the open after a Wall Street rally suffered a late collapse overnight in the wake of a widely expected interest rate hike.
retirement
SMSFs increase international exposure
Self-managed super fund trustees are increasingly using managed funds to diversify their portfolios beyond Australian equities, according to a new report.
funds
Why active works best in frontier investing
Continual changes in frontier and emerging indices put a premium on active managers' skills.
funds
Trade war is ‘lose-lose’ and ‘stupid’
The tech giants that have revolutionised our lives are bent on a winner-takes-all path with scant regard for dividends, and some of Donald Trump’s policies are just plain stupid.
stocks
Seizing on a2 Milk's China formula
Morningstar's regional director of equity research Adam Fleck explains the decision to start coverage of a2 Milk and how sales in China's infant formula market could boost growth.
retirement
Selling SMSF assets in the most tax-efficient way
You should pay careful attention to the timing of any SMSF asset sales, because regulatory changes can affect capital gains tax treatment, according to Melanie Dunn.
stocks
Global Market Report - 26 September
Australian shares are poised for a flat open after a mixed performance on Wall Street offset gains in the energy sector ahead of an expected US Federal Reserve interest rate hike.
funds
How Firetrail insulates against macro investment risk
Short-selling has its fair share of critics, including high-profile Tesla CEO Elon Musk, who has garnered headlines for his notorious outbursts against short investors.
funds
3 top rated small-cap funds to watch
Rigorous research and attention to cashflow and earnings potential are the key attributes of three medal rated small-cap funds covered by Morningstar.
etfs
5 megatrends shaping the future of investing
iShares' Rob Powell talks to Emma Wall about thematic investing and how megatrends are shaping global economies and stock markets.
stocks
Top 10 articles of last week
Readers this week pored over our list of 10 bargain high-quality global equities, and again weighed the question of property versus shares, while also jockeying for attention was Australia's retention of a spot in the top ten places for retirement wellbe
stocks
Global Market Report - 25 September
Australian shares look set for a flat open after a Wall Street tumbled overnight, with simmering US-China trade tensions and a looming rate hike taking a toll.
stocks
3 Aussie stocks with strong China ties
This trio of commodities companies hold strong intersections with Chinese demand, which brings both opportunities and risks.
stocks
Lithium the jewel in SQM crown
A joint venture with Australia's Kidman Resources ranks among the many reasons why Morningstar likes this US-listed Chilean lithium miner.
retirement
How to close the retirement income gap
An account-based income stream blended with a deferred annuity could be the solution to Australia's retirement income shortfall, says Schroders global head of retirement Lesley-Ann Morgan.
stocks
Global Market Report - 24 September
Australian shares look set to open lower as Wall Street - which has ended its rally amid falling tech stocks - prepares for a major sector reshuffle.
retirement
Retirement income: expectations versus reality
Schroders' global head of retirement discusses how investors approaching retirement can fill the retirement income gap, and why professional advice is so important.
stocks
The A2 Milk Company sees formula for success in China
The future for powerhouse dairy play a2 Milk lies in the infant formula market in China, says Morningstar, who have initiated coverage on a stock it tips is set for 20 per cent growth in EPS over the next decade.\n
stocks
Frenzy in old media, NBN dystopia and a2 milking fantasia
The unrelenting pace of digital disruption is causing unprecedented changes in media consumption and a wave of consolidation.
stocks
Global Market Report - 21 September
Australian shares are set to bounce at the open, led by a strong overnight performance on Wall Street, with the major US indexes climbing as trade fears ease.
personal-finance
Investing basics: How to tell an ETF from a LIC
Exchanged-traded funds and listed investment companies are both listed on the securities exchange - but have very different structures.
etfs
4 trading traps for ETP investors
Exchange-traded products also come with a measure of investment risk, including hidden costs and intra-day trading complexities, but there are ways to minimise this.
stocks
Earnings season's best and worst performers
Software play WiseTech Global and financial services company FlexiGroup shone this earnings season while for G8 Education and packaging group Pact it was a rougher ride.
stocks
3 Top Picks
T. Rowe Price is excited by testing company ALS and its reinvestment in mining exploration, Star Entertainment's shrewd moves to get more traffic to the gaming floors and insurer IAG's premium rate increases across the board.
stocks
Why tech, telco and mining are attractive
T. Rowe Price's Australian equities team has bought into telecommunications for the first time in five years, and is more bullish than many on commodities.
stocks
Global Market Report - 20 September
Australian shares are set to edge lower at the open after mixed results on Wall Street overnight, but the local dollar has continued its recent rally.
stocks
Probe into Musk on taking Tesla private
Tesla Inc says the US Department of Justice is investigating Chief Executive Elon Musk's public statements in August that he was considering taking the electric car maker private, the latest and biggest threat to Musk's leadership.
funds
Listed property investors favouring global over local
Interest is growing in global listed property as direct property proves increasingly fraught for Australian investors, according to Morningstar.
stocks
Global Market Report - 19 September
Australian shares look set to rebound at the open, mirroring an overnight recovery on Wall Street, after investors shrugged off trade tensions between China and the US.
retirement
Australia ranked 6th for retirement wellbeing
Australia has retained its position among the top 10 best places for retirees because of improvements in financial security and health, according to a survey of 43 countries.
funds
Beware greenwashing as ESG momentum builds
Environmental, social, and governance principles are becoming increasingly popular in guiding investment decisions, but there's still some way to go, writes Nicki Bourlioufas.
stocks
Aged care sector braces for royal commission
The extent to which companies will be affected by the mooted royal commission into the aged care sector will depend largely on the terms of reference, says Morningstar.\n
stocks
AGL operations in Victoria under threat
Victoria's largest energy supplier AGL risks losing its licence to sell power in the state after the energy regulator issued a warning over the company's failure to provide performance data.
stocks
Earnings season insights part 1
A 10 per cent increase in dividend growth was the highlight of a strong reporting season, which was dominated by robust gains in the resources sector, but stagnant wage growth and energy costs cloud the outlook, says Peter Warnes.
stocks
Global Market Report - 18 September
Australian shares are poised for a subdued open after Wall Street extended its losses overnight and Donald Trump's escalation of the trade war by imposing new tariffs on $200 billion worth of Chinese goods.
stocks
Digital sales are Myer's silver lining
As dark clouds continue to gather over bricks-and-mortar retailers, Myer shares rallied last week to close in on Morningstar's fair value estimate.
stocks
Earnings season insights - Part 2
CSL and Boral distinguished themselves in their respective sectors of healthcare and materials during fiscal 2018, while mining companies rightly returned cash to shareholders, says Peter Warnes.
stocks
A different path to property exposure
This moated US-based commercial real estate data company should be on investors' watch-lists, says Morningstar's Michael Wong.
stocks
Time to lock in Nine, Fairfax gains, says Morningstar
The Nine-Fairfax tie-up is a sound move but shareholders may be wise to realise their gains now as competition from global online rivals is only going to intensify, says Morningstar.
stocks
Dividend growth tipped to flatten
Capital management initiatives were a central part of the earnings season just gone, but this may not be the case for much longer, says Morningstar's Peter Warnes.
stocks
Global Market Report - 17 September
Australian shares could edge slightly higher at the open despite lingering uncertainty in global markets over US-China trade relations.
stocks
Top 10 articles of last week
As Australian house prices begin to wobble it's little wonder readers flocked this week to our look at property versus shares, while an overview of ten bargain global equities vied for reader attention with yet more troubling revelations out of the royal
stocks
Scott and Josh take note: our strategic assets are off limits
A successful bid for APA would relinquish key energy assets forever and funnel profits to China and Hong Kong - a tragedy in the making that Canberra must avert.
markets
Why loading up on gold, oil may be premature
Investors are grappling with how to best position portfolios for what many experts believe is the latter part of the business cycle, writes J.P. Morgan's Kerry Craig.
personal-finance
Investing Basics: understanding your listed investment company (LIC)
\nListed investment companies offer investors exposure to a diversified portfolio of assets in a single trade, but the risks are worth examining.
personal-finance
How to diversify your portfolio: Australian and global fixed interest
It's often said that the mark of a true diversifier is an asset class that shelters your portfolio when the proverbial hits the fan.
stocks
Global Market Report - 14 September
Australian shares look set to open higher after a strong performance by Wall Street, thanks to a bounce in Apple shares that boosted the major US stock indexes.
stocks
Alibaba CEO change not detrimental, says Morningstar
The departure of Jack Ma from the role of CEO at the world-leading online retailer hasn't materially impacted Morningstar's assessment of Alibaba.
stocks
How retail stocks fared in FY18
Australian consumer stocks Woolworths and Wesfarmers hold little "margin of safety" for investors as we head into fiscal 2019, explains Morningstar equity analyst, Johannes Faul.
stocks
10 bargain, high-quality global equities
Chinese tech giants SINA and Tencent join Canadian uranium miner Cameco at the top of our list of international stocks trading at steep discounts to our fair value estimates.
stocks
Global Market Report - 13 September
The Australian share market is expected to open lower on the back of a mixed performance on Wall Street, with the markets affected by a fresh round of US-China trade talks and a decline in Apple shares.
etfs
ETF flows remain strong despite emerging market turmoil
Currency volatility has rocked emerging market equity returns over the year, but ETF investors are staying the course, says Morningstar Asia director of ETF research Jackie Choy.
funds
Why yield and income aren't the same thing
High-paying investments that maintain their distribution rates without necessarily increasing them have an important place in portfolios, but are not the only way to invest for income, writes John Rekenthaler.
stocks
Why WiseTech and Netwealth are overvalued
Looking to take profits from your investments? These two Australian companies are overvalued, according to Morningstar analysis.
etfs
ETFs open up corporate bond market
Many SMSF portfolios remain overloaded with cash, shares and property and are more risky than people realise but one way to curb this risk is to diversify into corporate bonds.
stocks
Financial year 2018: The good, the bad and the oddly
Confession season was eerily quiet leading into reporting season unlike the noise from the Royal Commission and the incredible events out of Canberra where another Prime Minister didn’t reach their full term.
stocks
CKI's bid for APA unlikely to succeed: Morningstar
Morningstar says a $13 billion takeover bid by Hong Kong infrastructure giant CKI for Australian energy company APA Group is unlikely to succeed because of regulatory hurdles.
stocks
Global Market Report - 12 September
Australian shares look set to open lower following falls in some base metals prices, weighed down by concerns over trade disputes between the US and some of its major trading partners, and a fall in steel prices.
retirement
Bank-owned super funds face new legal threat
Bank-owned superannuation funds are being targeted for class action by law firm Slater and Gordon on the back of evidence from the banking royal commission.
stocks
Trade worries shouldn't derail Alibaba
We think the Chinese retail giant is one of the most undervalued consumer-focused stocks.
stocks
Global Market Report - 11 September
Australian shares look set to open flat to a tad higher on the back of a generally stronger performance on Wall Street overnight where investors are eyeing another round of tax cuts for US businesses.
funds
Insurer breached anti-hawking law 300,000 times
Life insurer ClearView used "emotional" telephone pitches to sell accidental death policies to people on low incomes in more than 300,000 illegal cold calls, the royal commission has heard.
stocks
Trump on trade could take bite out of Apple
News that trillion-dollar company Apple would be among companies hit by President Trump's escalating trade war has rocked Wall Street.
stocks
Top 10 articles of last week
Our overview of Woodside's entry into the Best Ideas list topped last week's most read articles followed by a look at three utilities stocks caught up in power prices and politics, and our examination of five yield stocks worth considering.
etfs
Are ETFs overrated?
Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.
stocks
Global Market Report - 10 September
Australian shares look set to open lower on the back of a poor end to the week on Wall Street as US President Donald Trump raised the possibility of additional tariffs on Chinese imports.
stocks
A big week for Aussie banks
As three of the big four increased mortgage rates, they fared surprisingly well in avoiding a prolonged public backlash, including Westpac, which is also subject to speculation of a wealth-division sell-off.
stocks
Property versus shares: A question of timing
After the end of the housing boom in Sydney and Melbourne, have stocks gained the upper hand or is bricks and mortar a better option?
stocks
Microsoft or Alphabet: The next $1trn company
The race to $1 trillion market cap is on, with intense competition to see who will join Apple and Amazon in reaching this mammoth milestone, and four others are halfway there.
stocks
Global Market Report - 7 September
Australian shares look set to open lower on the back of a mixed performance on Wall Street overnight, as tech stocks stumbled, led by chipmakers and concerns about increased regulation of social media companies.
personal-finance
Investing Basics: How to spot an income stock
Several Australian companies again paid record dividends in fiscal 2018, but what are these dividends, where do they come from, and how do you find more of them?
stocks
Australia’s GDP growth surges, but no let-up in cost-of-living pressure
Investors should look through the windscreen rather than the rear-vision mirror because few believe Australia's 3.4pc growth rate is sustainable.
stocks
CBA, ANZ join Westpac in raising rates
Commonwealth Bank and ANZ have become the latest major banks to lift their home loan interest rates, with both institutions blaming rising international borrowing costs.
funds
Is Facebook the world's cheapest company?
On a long-term view, Facebook is the cheapest company on earth, while the technology giants have become safe havens, according to Blue Whale's Stephen Yiu.
etfs
5 transparency benefits of ETFs
Underlying holdings and fee clarity rank among the key transparency-related advantages of exchange-traded funds, says State Street's Meaghan Victor.
stocks
Recession risks on the rise
Rising interest rates and a global trade war are threatening to dampen world growth, heightening risks of a downturn. Is it time for Australian investors to start battening down the hatches?\n
stocks
Global Market Report - 6 September
Australian shares look set to slide at the open after mixed performances on Wall Street overnight, with tech stocks dragging as Facebook and Twitter executives defended their companies before sceptical US politicians.
stocks
3 utilities hit by power prices and politics
The former prime minister isn't the only one to cop heat from the National Energy Guarantee last month, as power price regulations weigh on energy retailers' profits.
funds
Elon Musk's latest salvo in public-private debate
As we leave behind another Australian profit reporting season, it's a poignant time to reflect on Tesla founder Elon Musk's ill-fated attempt to take his company private again.
stocks
Finding recession-proof companies
Morningstar's Peter Bull likes companies with pricing power and niche products, and names that catch his eye include Microsoft, Colgate and luxury retailers like Louis Vuitton and Christian Dior.
markets
$A up on GDP data, metals weigh on market
Australian shares have continued falling, with the heavyweight mining sector dragging the market lower even as the Aussie dollar picked up on better-than-expected economic data.
funds
A recipe for better investment predictions
An understanding of inside and outside forecasting and the intrinsic fees-performance connection are among the powerful investor lessons of Morningstar's Active/Passive Barometer.
funds
Balancing profitability and price
Telecoms and financials are Australia's most attractive sectors in terms of valuation, but investors should be wary, says Morningstar Investment Management Australia's head of equities.
stocks
Global Market Report - 5 September
Australian shares look set to open lower on the back of a fall on Wall Street overnight as trade concerns lingered and declines in Facebook and Nike shares weighed on the major indexes.
markets
RBA holds rates at 1.5pc, as expected
The Reserve Bank's decision to leave the cash rate at 1.5 per cent pushes to 25 months its record period of interest rate inertia.
stocks
Spotlight on 10 undervalued US equities
Companies with a history of paying - or increasing - dividends tend to be favoured by investors, as competitively well-positioned, steady cash-generating businesses.
stocks
Top 10 articles of last week
Our overview of yield stocks worth considering topped last week's most read articles followed by a look at Ramsay Health Care and the challenges it faces, and the impact healthcare costs are having on retiree budgets.
stocks
Global Market Report - 4 September
Australian shares look set to open slightly lower with US markets closed for the Labor Day holiday while the RBA is expected to keep rates unchanged when it meets today.
stocks
Smaller lenders woo savers with better rates
Australian savers suffering from low term deposit rates from the big four banks would do well to consider small lenders offering more attractive rates.
stocks
Woodside cracks Best Ideas list as Brambles, QBE exit
A local oil and gas major is the latest addition to Morningstar's monthly list of top stocks, as a general insurer and global logistics company exit.
stocks
As bull market hits record, stocks slightly overvalued
The technology sector looks the most pricey today while communications services appears to be the cheapest.
markets
How to benefit from the falling Australian dollar
As the Australian dollar hits 20-month lows, it may be wise to consider unhedging some international investments, according to several experts.
stocks
Global Market Report - 3 September
Australian shares look set to open higher after Wall Street ended last week down as Canada and the US concluded trade talks without resolution, while fresh domestic economic data could also prompt the market.