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20/01/2017 | 8:08 AM  Brexit, elections in the European Union, and the clash between globalisation and protectionism is sure to make 2017 interesting, Morningstar's Peter Warnes says.

19/01/2017 | 4:02 PM  While the Commonwealth Bank may continue to benefit from the halo effect of the surprise US election result, several factors could cap the big bank's run.

18/01/2017 | 4:02 PM  There is more short-term upside in global equity markets and there are some undervalued sectors of the Australian bourse which are providing longer-term opportunities for investors.

17/01/2017 | 4:02 PM  It's worth keeping an eye on these healthcare stocks, with policy uncertainty in the US and Australia combining with stewardship issues to create share price winners and losers.

13/01/2017 | 4:02 PM  At present, patience and prudence is required of investors rather than the fear of missing out, Morningstar's Peter Warnes says.

12/01/2017 | 4:02 PM  Mars' $10.4 billion purchase of US-based pet care company VCA this week highlights the real potential for the outperformance of healthcare companies that serve our four-legged friends.

12/01/2017 | 4:02 PM  Australian banks are well-positioned as they head into 2017, with ANZ moving from least profitable last year to become one of the sector's top performers and CBA remaining an investor favourite.

12/01/2017 | 4:02 PM  These mining services companies are tipped for positive performance this year and beyond, but they won't outperform as they did in 2016.

09/01/2017 | 4:02 PM  Resources companies dominated the top tier of companies covered by Morningstar in 2016, in terms of share price growth measured over calendar 2016.

06/01/2017 | 4:02 PM  Peter Warnes thanks all subscribers for their custom in 2016, while vowing to continue to improve the quality of Your Money Weekly and Morningstar.com.au in the coming year.

06/01/2017 | 4:02 PM  Get a headstart in 2017 with trusted insights and in-depth analysis of the investment issues that matter, including relative valuations of the Australian market.

06/01/2017 | 4:02 PM  Household wealth has hit record levels for several quarters now but some analysts warn that households are too highly leveraged and that house values could correct over the medium term.

04/01/2017 | 4:02 PM  The strengthened capital position provided by the wide moat-rated bank's decision to offload its stake in SRCB for $1.8 billion is a good outcome, Morningstar says.

30/12/2016 | 4:02 PM  Recent reports of fake news highlight the importance of relying on trusted, impartial and expert sources of financial news and analysis.

23/12/2016 | 4:02 PM  As the largest pharmaceutical wholesale distributor in New South Wales, and third-largest nationally, this is the most vertically-integrated of the three operators in this space.

22/12/2016 | 4:02 PM  We look back on some of our most notable interviews of the year, as Morningstar analysts and external experts helped us delve into some of the biggest events that shaped Australian and global markets in 2016.

20/12/2016 | 4:02 PM  The rise in oil prices should see improved performances from Australian producers in 2017, while mining services companies will continue to struggle amid weaker Chinese demand, says Morningstar equity analyst Mark Taylor.

16/12/2016 | 4:02 PM  Morningstar's Forecast 2017 reflects on an exciting 2016, seeing more volatility and risk globally, with corresponding risks and opportunities across the Australian market.

16/12/2016 | 4:02 PM  Morningstar's Forecast 2017 reflects on an exciting 2016, seeing more volatility and risk globally, with corresponding risks and opportunities across the Australian market.

16/12/2016 | 4:02 PM  Morningstar's Peter Warnes provides investors with some much-needed counsel ahead of the Year of the Rooster, urging them to shun complacency following the shock events of 2016.

14/12/2016 | 4:02 PM  Global market growth will accelerate further in 2017, tempered by political risks across much of Europe and the US, while correlations between bonds and equities will continue to unwind, says BlackRock's Belinda Boa.

12/12/2016 | 4:02 PM  For Australian investors, picking the right sectors in the mischievous Year of the Monkey has proven challenging, with the Year of the Rooster set to deliver its own surprises.

09/12/2016 | 4:02 PM  These insurers continue to perform strongly and present good growth potential in Australia's highly regulated, government-friendly health sector.

09/12/2016 | 4:02 PM  While there are a few quality stocks you may want old Saint Nick to add to his annual delivery, a reasonable allocation of cash in 2017 will be a wise move.

09/12/2016 | 4:02 PM  Morningstar's Peter Warnes looks at whether Australia's non-mining economy has run out of steam following the negative September GDP reading.

08/12/2016 | 4:02 PM  Morningstar's fair value estimate for this price-leading telco has been revised down 15 per cent, as Australian players gird their operations while the National Broadband Network roll-out ramps up.

07/12/2016 | 4:02 PM  While it may carry a high fair value uncertainty rating, there are several reasons why QBE may be a worthy addition to investors' portfolios.

06/12/2016 | 4:02 PM  Growing competitive pressures and a declining revenue outlook for Australia's two grocery giants now look to be part of a longer-term, structural shift.

05/12/2016 | 4:02 PM  Despite a share price slippage of almost 25 per cent in recent months, this corporate-client focused telecommunication company is a quality business that should overcome its transitory growing pains.

02/12/2016 | 4:02 PM  Those investors extrapolating higher iron ore prices from current levels are playing a dangerous game, Morningstar's Peter Warnes says.

30/11/2016 | 4:02 PM  While several moat-rated stocks are currently on an FY17 dividend yield above the market's 4.4 per cent, only one is trading at a significant discount to fair value.

28/11/2016 | 4:02 PM  Australian healthcare companies continue to enjoy a purple patch, and for various reasons including the recent US election result, explains Morningstar's healthcare equities analyst Chris Kallos.

28/11/2016 | 4:02 PM  There's a quality ASX-listed gold miner which, while lacking a moat rating, still represents a relatively attractive investment even when trading near fair value.

25/11/2016 | 4:02 PM  With three blue-chip ASX200 companies rocked by shareholder strikes on executive pay within a three-month period this year, investors' cross-hairs are trained on environmental, social and governance (ESG) issues.

25/11/2016 | 4:02 PM  While there has been a meaningful change in circumstances since Trump's victory, there is little margin of safety in equities markets at current levels, Morningstar's Peter Warnes says.

18/11/2016 | 4:02 PM  The transition to Trump is unlikely to be without its problems and Morningstar's Peter Warnes continues to urge investors to exercise caution.

18/11/2016 | 4:02 PM  Recent action in bulk commodities markets has been speculative and the price gains aren't likely to be sustainable, analysts say.

16/11/2016 | 4:02 PM  These three Aussie technology stocks are worth adding to your watchlist as macroeconomic uncertainty continues.

15/11/2016 | 4:02 PM  Infrastructure stocks have performed well in a low bond yield environment, even with their relatively high valuations, but there is some uncertainty about whether this will continue.

14/11/2016 | 4:02 PM  There are many ASX-listed companies poised to benefit from a Trump administration, despite the expectation of increased volatility.

11/11/2016 | 4:02 PM  In just under six months the political landscape of the western world has been dramatically altered--perhaps for decades to come, Morningstar's Peter Warnes says.

10/11/2016 | 4:02 PM  As financial markets absorb the news that Donald Trump will become the 45th President of the United States, you should stick to your strategy and avoid reactive decisions.

10/11/2016 | 4:02 PM  The Australian share market is trading at a premium to historical levels and is not yet in bargain territory, but there are two sectors that may represent some value.

08/11/2016 | 4:02 PM  Commonwealth Bank of Australia posts a flat first-quarter cash profit after higher funding costs see group net interest margins decline.

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Latest Issue: 02
19 Jan 2017
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Sector Valuation

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Banking
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As of:
20 Jan 2017
Valuation
Diversified Financials 1.07
Materials 1.35
Banks 0.99
> 1.0=Overvalued
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