Morningstar Australia - Empowering Investor Success
etfs
Future Focus: The new Aussie portfolio
The State of the Australian Investor reveals how Aussies are building their portfolios.
stocks
Weight loss drugs not an existential threat to undervalued ASX share
A durable growth story despite GLP-1 headwinds.
markets
The surprising habits of Australian investors
In this episode, Mark and Shani unpack how Australians are navigating volatility, adopting ETFs, managing tax considerations, and building portfolios in an increasingly complex investment environment.
personal-finance
Why does the system treat capital gains and losses differently?
Policy changes distort investment decisions and raise questions around tax neutrality.
stocks
Meta earnings: Early look at Muse adoption impresses investors
We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.
stocks
Tesla earnings: Shares fall on slower deliveries growth outlook; Raising valuation
Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Zip Co Ltd ZIP | 1.70 | 4.94% |
| PLS Group Ltd PLS | 2.88 | 1.41% |
| Telstra Group Ltd TLS | 4.92 | 0.20% |
| Cleanaway Waste Management Ltd CWY | 3.00 | 0.33% |
| Sigma Healthcare Ltd SIG | 2.73 | 0.37% |
| Ramelius Resources Ltd RMS | 3.51 | 4.46% |
| Tuas Ltd TUA | 1.26 | 0.40% |
| South32 Ltd S32 | 4.37 | 2.58% |
| Nextdc Ltd NXT | 5.75 | 3.79% |
| Vicinity Centres VCX | 2.40 | 2.04% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,968.80 | 0.47% |
| CAC 40 | 7,847.32 | 0.83% |
| DAX 40 | 25,410.84 | 0.91% |
| Dow JONES (US) | 52,361.58 | 0.28% |
| FTSE 100 | 10,767.33 | 0.72% |
| HKSE | 23,020.31 | -0.83% |
| NASDAQ | 26,169.38 | 0.82% |
| Nikkei 225 | 63,268.37 | 1.73% |
| NZX 50 Index | 13,680.27 | -0.39% |
| S&P 500 | 7,676.77 | 0.70% |
| S&P/ASX 200 | 8,850.10 | 0.46% |
| SSE Composite Index | 3,648.30 | -1.33% |
Specialists
Mark LaMonica, CFA
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
retirement
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: The latest market obsession investors can ignore
Investors are constantly pressured to act but research suggests that knowing what to ignore is just as important as knowing what deserves your attention.
retirement
Unconventional wisdom: Does an American retirement rule work for Australians?
Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
retirement
Unconventional wisdom: The retirement scorecard: how many of these retirement questions can you answer?
From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer.
etfs
Young & Invested: Investors are flocking to this ETF. But are they making the right choice?
Higher yields and an increasingly concentrated share market are pushing investors back towards fixed income. The question is whether they’re taking the correct approach.
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
etfs
Young & Invested: The ETFs backed by Australia’s wealthiest investors
New data reveals the ETFs gaining traction in SMSF portfolios.