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ECONOMIC News & Analysis

9 lessons from 2024
Personal Finance
9 lessons from 2024
James Gruber reflects on an eventful year for markets and lessons investors can take. 
James Gruber | 07 January 2025
US election implications for investors and Australia
Markets
US election implications for investors and Australia
The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and...
Shane Oliver | 07 November 2024
What is happening in markets and what you should do now
Personal Finance
What is happening in markets and what you should do now
The market appears to be going through a fit of irrationality. Investors would be wise to steer clear of letting an unpredictable market dictate...
Mark Lamonica | 06 August 2024
20 US stocks to buy and hold forever
Stocks
20 US stocks to buy and hold forever
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely,...
James Gruber | 18 July 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
We popularised moats; Here's the verdict more than 20 years later
Stocks
We popularised moats; Here's the verdict more than 20 years later
They may generate high returns under the right conditions, but the best feature of a wide-moat stock is its safety.
John Rekenthaler | 06 April 2024
Markets are booming but strains show in the economy
Markets
Markets are booming but strains show in the economy
Is there a disconnect between market performance and economic activity? 
James Gruber | 14 March 2024
Qantas’ costs are rising
Stocks
Qantas’ costs are rising
Here’s what it means for the carrier. 
Shani Jayamanne | 02 January 2024
2024 themes for investors
Markets
2024 themes for investors
Morningstar’s 2024 Outlook report names three swing factors that may result in a wider range of outcomes. 
Shani Jayamanne | 29 November 2023
It’s dismal: good news is bad news … and vice versa
Markets
It’s dismal: good news is bad news … and vice versa
Almost every economic data point or announcement can be interpreted as good news or bad news, which is confusing for investors looking for guidance....
Graham Hand | 27 August 2023