Top 10 articles of last week
Among Morningstar's most read articles last week was the news that Australians are underestimating how much money they'll need in retirement, and analysis showing that US stocks are due to deliver the worst returns globally over the next 10years.
Among Morningstar's most read articles last week was the news that Australians are underestimating how much money they'll need in retirement, and analysis showing that US stocks are due to deliver the worst returns globally over the next 10 years.
Australians are underestimating by up to 20 per cent the amount of money they'll need in retirement, according to a new survey from global investment manager Schroders.
US stocks are due to deliver the worst returns to equity investors globally over the next 10 years.
Consumer "cash" and "enhanced cash" funds are attracting APRA's attention as regulators increase scrutiny of specific words and terms used by financial services professionals.
Aveo, G8 Education, Ramsay among Morningstar best stock picks
Morningstar's "Best Stock Ideas" list includes high-quality Australian and New Zealand companies which are currently trading at a discount to their assessed fair values.
The loss of a crucial contract this week that took a 40 per cent bit out of Sigma Healthcare (ASX: SIG) points to a larger story of disruption in Australia's pharmaceutical wholesale industry, according to Morningstar analyst Chris Kallos.
With no Australian banks or the giants of global technology within its active funds line up, this asset manager is cautious about growth stocks and selective in its consumer cyclical and defensive exposures.
The Asia selections in Morningstar's global equity best ideas list for July include a newly added Chinese bank, alongside incumbents from the consumer cyclical, industrial and technology sectors.
Australian equities remain a key part of any portfolio but JP Morgan global market strategist Kerry Craig is urging investors to look overseas to access higher returns.
This major telecommunications company, a favourite of Australian investors large and small, is trading at a 30 per cent discount to Morningstar's fair value estimate.
A surge in oil prices has reversed the fortunes of Origin Energy, which Morningstar estimates will boost its profits by more than 20 per cent in 2019.
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Lex Hall is a Morningstar content editor, based in Sydney.
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