Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 103

Edition: 103

1-7 out of 7 results.

Edition 103

  • 2 April 2015

Infrastructure investing in times of low interest rates, are aged care reforms fair, dividend yields in relation to equity returns, a look back at the birth of DINGOs, global equity investment and Australia's tax reforms.

Implications of low rates for infrastructure

Infrastructure is sometimes seen as an alternative to low risk defensive assets like cash and bonds. But what are the implications for infrastructure investors of the low level of base or risk free interest rates?

Aged care reforms: are the changes fair?

The primary objective of the aged care reforms starting on 1 July 2014 was to create a better system giving older people more choice, more control and easier access to aged care services. There are unintended consequences.

High dividend yields support equity returns

Over the past seven decades, relatively high ‘real’ dividend yields have pointed to broad equity market rallies ahead. Despite signs of a fully-priced market, investors are still buying for yield.

How zero coupon bonds became dingos and not koalas

Thirty years ago, at a time when Commonwealth Treasury still told Commonwealth Bank what to do, zero coupon bonds were launched, known as DINGOs. But it was the koalas that really got away.

Not all global equities are created equally

Diversifying your portfolio into global equities can have its advantages, but how do you choose? Dividend growth can be an indication of a company's ability to generate long-term value.

A confused start to the tax conversation

In launching its national 'conversation' about tax reform, the Abbott government is caught between the policy imperative of 'leading' and the political requirement of 'listening'.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.