Latest News & Analysis
markets
Market Index Performance | September 2025
Our monthly update detailing the short- and long-term performance of major indices.
personal-finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign investments.
retirement
Why super returns may be heading lower
Structural shifts reshaping the investment landscape.
personal-finance
Young & Invested: How to evaluate a thematic ETF for your portfolio
Not everything is as it appears.
funds
Listed Investment Companies monthly performance: August 2025
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
How to calibrate your target savings rate
Rules of thumb are better than nothing, but smart investors customise their own savings targets.
personal-finance
Stop trying to predict the market - do this instead
In this episode of Investing Compass, Mark and Shani look at the top lessons from Morgan Housel’s book, Same As Ever.
personal-finance
Future Focus: The fatal error with super
Don’t fall for predatory companies encouraging you to pillage your retirement savings.
markets
Q4 2025 US stock market outlook: No margin for error
The market is walking a tightrope between an AI boom and an economic slowdown.
personal-finance
September’s best reads from Morningstar
Take a look through what resonated with investors in September.
stocks
AI stocks post big gains in Q3. These are the winners and losers
Alphabet and Teradyne post big gains, while Salesforce and Adobe were down in the quarter.
etfs
Our top rated sustainable ETFs
Aussies show optimism amid global decline in sustainable fund flows.
stocks
12 picks for an income portfolio - Q3 2025 update
Fifteen months in and passive income growth has exceeded my target.
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