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ASSET FLOWS News & Analysis

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
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
Our top opportunities in the asset manager sector
Stocks
Our top opportunities in the asset manager sector
Signs of stabilisation, but competitive positioning still weakening against passive investments.
Shaun Ler | 15 April 2024
Morningstar’s analysts shift outlook for Platinum after mandate loss
Stocks
Morningstar’s analysts shift outlook for Platinum after mandate loss
We cut our Fair Value and revise our estimates for Platinum’s future earnings
Shani Jayamanne | 02 April 2024
Where can you earn the highest risk adjusted returns
Personal Finance
Where can you earn the highest risk adjusted returns
Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns. 
Shani Jayamanne | 14 February 2024
Pinnacle Investment earnings: Resilience evident amid challenging markets
Stocks
Pinnacle Investment earnings: Resilience evident amid challenging markets
As Pinnacle bucks the negative trend in asset management are the shares attractive?
Shaun Ler | 02 February 2024
Undervalued ASX share with potential valuation upside
Stocks
Undervalued ASX share with potential valuation upside
Investors are underestimating the prospects of this ASX listed asset manager. 
Shaun Ler | 17 October 2023
Investing Compass: What can we learn from Japan
Personal Finance
Investing Compass: What can we learn from Japan
There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.
Mark Lamonica | 26 September 2023
The asset class offering the best value now
Markets
The asset class offering the best value now
Cash, bonds, property, or stocks? We reveal where investors might find a bargain.
James Gruber | 05 July 2023
Vale, Harry Markowitz
Personal Finance
Vale, Harry Markowitz
Graham Hand revists three interviews with famed economist Harry Markowitz.
Graham Hand | 25 June 2023