Insights from reporting season: So far, so good
Stocks
Insights from reporting season: So far, so good
We’ve upgraded our fair value estimate for 29 companies, or 40% of those that have reported thus far.
Reporting season preview: February 2025
Stocks
Reporting season preview: February 2025
As of Wednesday, 24 companies under coverage have reported; you’ll find our analysis throughout this issue.
Our Exposure to a Trade War
Markets
Our Exposure to a Trade War
Before the election, Trump toyed with the idea of a 60% tariff hike on Chinese imports and a 10% universal tariff. We still see those as unlikely to...
Musings on the AI Meltdown
Markets
Musings on the AI Meltdown
Can Nvidia maintain its dominance in chipmaking if its cutting-edge technology isn’t as crucial as some first thought?
Our outlook for 2025
Video
Our outlook for 2025
Morningstar Equity Market Strategist Lochlan Halloway discusses his view on what we can expect in markets in 2025. 
Webinar: The End of Bank Hybrids
Video
Webinar: The End of Bank Hybrids
Adviser Research Centre Webinar
Australian Equity Market Outlook: Q4 2024
Video
Australian Equity Market Outlook: Q4 2024
Market rally led by large caps; better value in smaller stocks.