Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: To the newly elected government - stop failing us on financial literacy
Financial preparedness impacts quality of life. Start investing in it.
Future Focus: To the newly elected government - stop failing us on financial literacy
Future Focus: To the newly elected government - stop failing us on financial literacy
retirement
The top shares of Australia’s best performing super funds

The top shares of Australia’s best performing super funds

And our equity analysts’ outlook for the stocks.
markets
More than tariffs: Behind the US dollar’s decline

More than tariffs: Behind the US dollar’s decline

The dollar’s decline reflects concerns among global investors.
etfs
Dividend ETFs may disappoint income investors

Dividend ETFs may disappoint income investors

The structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. 
retirement
Are you neglecting the non-financial aspects of retirement planning?

Are you neglecting the non-financial aspects of retirement planning?

Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
personal-finance
Unconventional wisdom: What if the market never goes down?

Unconventional wisdom: What if the market never goes down?

More market resiliency after another quick rebound.
stocks
Stock showdown: How do ASX income plays Transurban and Atlas Arteria compare?

Stock showdown: How do ASX income plays Transurban and Atlas Arteria compare?

Adrian Atkins helps me weigh up the two ASX listed toll road companies.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,573.400.57%
CAC 407,931.010.60%
DAX 4024,059.710.52%
Dow JONES (US)42,792.070.32%
FTSE 1008,752.290.61%
HKSE23,681.481.49%
NASDAQ19,215.460.02%
Nikkei 22537,529.490.08%
NZX 50 Index12,644.230.12%
S&P 5005,963.600.09%
S&P/ASX 2008,343.300.58%
SSE Composite Index3,380.480.38%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market

Bookworm: Lessons from Buffett’s behaviour in a long bear market

Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria

Bookworm: This ASX name meets many of Terry Smith’s criteria

Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man

Bookworm: An investing lesson from the world’s second richest man

When it comes to stocks, are you an owner or a renter?