Latest News & Analysis

personal-finance
Future Focus: Tax alpha is becoming more important than market returns
As valuations temper and market returns become subdued, focus on keeping more of what you earn.
Future Focus: Tax alpha is becoming more important than market returns
Future Focus: Tax alpha is becoming more important than market returns
funds
Is direct indexing right for you?

Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
stocks
Lowering profit forecasts on Aussie airlines

Lowering profit forecasts on Aussie airlines

The impact of the oil price surge.
markets
Why is gold falling despite Iran war uncertainty?

Why is gold falling despite Iran war uncertainty?

Economic forces, not geopolitics, are dictating gold’s path as volatility rises.
stocks
AI isn’t an economic moat killer, but it will disrupt industries

AI isn’t an economic moat killer, but it will disrupt industries

How we’re rethinking companies’ competitive advantages in an AI-first world.
funds
Listed Investment Companies monthly performance: February 2026

Listed Investment Companies monthly performance: February 2026

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
personal-finance
5 decision making models to help you in investing and in life

5 decision making models to help you in investing and in life

Here are the five decision making tools I’ve found most useful when tackling some of life’s big decisions.
markets
Iran war threatens AI chip supply as critical minerals at risk

Iran war threatens AI chip supply as critical minerals at risk

The stock performances of Apple, Nvidia, Microsoft and others depend on scarce materials that are being cut off by the Iran War.
markets
Insights from over a century in markets

Insights from over a century in markets

Long term data can be obscured by the frenetic pace of the news cycle. An occasional reminder is helpful.
stocks
AI lands a blow on some Aussie stocks – yet stands to benefit others

AI lands a blow on some Aussie stocks – yet stands to benefit others

AI is reshaping ASX tech moats - but some are more insulated than others.
etfs
Why we’re neutral on this popular Aussie ETF

Why we’re neutral on this popular Aussie ETF

How index construction rules create a suboptimal portfolio.
investing
Podcast: Investing Compass

Podcast: Investing Compass

Morningstar Australia's podcast series.
markets
What we’ve learned from 150 years of stock market crashes

What we’ve learned from 150 years of stock market crashes

Though they varied in length and severity, the market always recovered and went on to new highs.
personal-finance
Preserving wealth through generations is hard

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
stocks
This might be the best core stock bargain in the US market today

This might be the best core stock bargain in the US market today

Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
stocks
Data center demand drives strong earnings outlook for SGM

Data center demand drives strong earnings outlook for SGM

Sims guides huge earnings upgrade as data center metals demand spikes.
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