This week’s best investing insights
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Our top investing insights from this week.
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Shani Jayamanne is a Senior Investment Specialist, Morningstar Australia.
When considering retirement, the 4% safe withdrawal rate is one of the most important components of retirement planning. Shani explains the history of the 4% rule, how it works and why it matters for investors.
Choosing a financial adviser in a saturated market can be overwhelming. Shani shares the key considerations for investors who are thinking of hiring a financial adviser.
As the largest intergenerational wealth transfer in history officially begins, shares are often an overlooked form of inheritance. In this week's article, Shani explores what to do when you inherit shares and some of the key implications investors should consider.
Ever wondered what is hindering your portfolio returns? We discover poor behaviour is one of the largest detractors of performance. Shani collects some of Morningstar's best research on behavioural finance.
Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.
Last week Joseph explored lessons to take from one of the best stocks in history. This week he attempts to take the qualities he found in search for ASX shares with traits of a long-term winner.
If you have a question about any of the stocks in our Australian coverage, please email it to [email protected]. Select questions will be put to the analyst covering the stock and may be published in a future Ask the analyst article.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Last week Sim looked back on some of the biggest winners and losers of the ASX 100. As we reflect on markets in 2024, she explores some of the best and worst performing sectors in the Australian market and shares which ones Morningstar believes are currently trading cheap.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
With research showing active fund managers often fail to beat their performance benchmarks, the rising popularity of ETFs are no surprise. Mark looks at whether investors are better off investing directly in shares or ETFs.
Diversification is a well known concept so why does Warren Buffet advise against it? Mark explains Buffet's most misunderstood quote and how it led to his biggest investing mistake.
Among most investors, there appears to be a universal disdain for academic theories on investing. This week Mark considers their relative merits and real world application in three lessons to inccorporate into your investing approach.
More content from Morningstar this week
As the amount in superannuation accounts hitting almost $4 trillion, Shamir Popat looks at the results of Morningstar's Superannuation Survey.
Morningstar analyst Jon Mills explores 2 cheap miners after our commodity price update.
This week on Investing Compass
In this episode, Mark and Shani exchange Christmas gifts, and discuss a stock pick and a few book recommendations from Mark.
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