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ASSET CLASSES News & Analysis

Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 2025
Build a portfolio with 3 ETFs in 2025
ETFs
Build a portfolio with 3 ETFs in 2025
We use Morningstar research and data to create a simple portfolio.
Shani Jayamanne | 25 February 2025
Lessons from the rule of 72
Personal Finance
Lessons from the rule of 72
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
Mark Lamonica | 04 February 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark Lamonica | 12 January 2025
Mark to market: Which super option should I choose?
Personal Finance
Mark to market: Which super option should I choose?
Mark answers a reader question about deciding between different super options. 
Mark Lamonica | 17 October 2024
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 2024
Should you only invest in shares in retirement?
Retirement
Should you only invest in shares in retirement?
The risks and opportunities of a portfolio heavily weighted to shares in retirement.
Mark Lamonica | 05 September 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
How to set an investment goal
Personal Finance
How to set an investment goal
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
Mark Lamonica | 14 May 2024
Quarterly Economic Briefing: Q1 2024
Markets
Quarterly Economic Briefing: Q1 2024
Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic data...
Morningstar Manager Research Analysts | 09 May 2024