MORNINGSTAR

Financial planning

An easing-off of term deposit rates, reduced redemption pressure and a shift to fixed-term redemptions only could make 2012 an improved year for the battered mortgage fun...

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Financial planning

Australian managed funds on average failed to outperform their respective indices in the December quarter in every major category except small companies funds, according ...

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Financial planning

Australian managed funds on average failed to outperform their respective indices in the December quarter in every major category except small companies funds, according ...

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Financial planning

Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....

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Financial planning

You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...

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Financial planning

Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....

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Financial planning

Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...

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Financial planning

Large-cap Australian share funds are among the least active in the world when compared to other single-country and international share funds....

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Financial planning

In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...

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Editorial

In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...

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Financial planning

Major considerations for investors in Asia are the same as for any asset class - risk and return. In Asia though, the potential returns and risks can be very different fr...

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Financial planning

Growth assets continued their decline in the third quarter, with three out of five large cap managers underperforming the already dismal returns of the index, according t...

Editorial

Given the dichotomy between high growth emerging markets and low-growth developed markets, should all portfolios be 'overweight' to emerging market equities? If so, overw...

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Editorial

This month PortfolioConstruction Forum asked the research houses: Given the dichotomy between high growth emerging markets and low-growth developed markets, should all po...

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Financial planning

Global small cap funds can provide significant diversification benefits to a balanced portfolio, but the strategy's inherent volatility can make more conservative investo...

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GG

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