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Top 10 articles of last week

Glenn Freeman  |  22 Jan 2018Text size  Decrease  Increase  |  
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A healthy mix of features on stocks, funds, fixed-income and shifting superannuation regulations featured in our subscribers' top-10 reads of last week.

3 Aussie stocks in the accumulate zone

These companies are trading at a discount to their fair value estimate--one by as much as 20 per cent--and so carry accumulate ratings, according to Morningstar analysts.

4 medal-rated listed investment companies

Investor interest in listed investment companies (LICs) as a sector has grown considerably in recent times, with some 20 new LICs focused on Australian equities having launched in Australia since 2013.

A lower risk way to boost small-cap exposure

Morningstar views this fund as one of the best ways investors can access quality small-cap companies.

5 mindset shifts to give your portfolio a nudge

Forming good investment habits and breaking bad ones can be difficult, but the following mental tweaks may help you move in the right direction.

Shifts in housing, infrastructure impacting these stocks

For investors asking whether to reduce their positions in Australian housing-linked stocks, Morningstar analysts have parsed the topic in detail.

SMSF ownership of residential property

The role of superannuation solely as an investment vehicle to fund retirement is a core underpinning of the structure, but one that is continually being challenged.

3 silver medal fixed income funds

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To help ride out global credit market volatility, this trio of global bond funds have quite distinct characteristics but are highly regarded by Morningstar's manager research team.

Most technology bellwethers are overvalued

Some of the biggest names in global technology are significantly overvalued, but cloud computing and M&A activity are creating investment opportunities.

The year in bond funds: 2017

Despite monetary and fiscal policy adjustments, bond markets remained steady for 2017, providing a subtle encore to the prior year’s risk-on fervour.

Has growth stock rally left value undervalued?

While most academic literature suggests value stocks always beat growth stocks over the long run, recent market behaviour has left many investors wondering when value’s resurgence will come.

More from Morningstar

 Has growth stock rally left value undervalued?

• 3 predictions for Australian ETF industry in 2018

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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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