MORNINGSTAR

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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Financial planning

A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....

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Financial planning

Morningstar has taken a cautious view of fully hedged international share funds in its International Equities Sector Wrap-up, with only two of the 49 strategies given the...

Financial planning

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

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Financial planning

Financial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies....

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Editorial

What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...

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Editorial

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

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Funds management

The fundamentals of Australian real estate investment trusts (AREITs) are much healthier in 2011 than they were in previous years, but not all investors should re-enter t...

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Rate the raters

Some of the key players in the funds research sector have recently undergone major executive and ownership changes. Milana Pokrajac examines how much impact - if any - su...

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Rate the raters

A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....

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Rate the raters

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

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