TOPIC

EQUITY RESEARCH News & Analysis

Chart of the week: To hedge or not to hedge your portfolio?
Markets
Chart of the week: To hedge or not to hedge your portfolio?
The Chart of the Week looks at hedged vs. unhedged performance and why investors would choose one over another.
Shani Jayamanne | 05 March 2025
Chart of the week: Why small caps could shine bright in 2025
Stocks
Chart of the week: Why small caps could shine bright in 2025
The Chart of the Week is a reason why small caps may shine bright in 2025.
Shani Jayamanne | 03 March 2025
Future Focus: Read this before you pick an ETF
ETFs
Future Focus: Read this before you pick an ETF
I run through the considerations for picking an ETF for your portfolio. 
Shani Jayamanne | 26 February 2025
Chart of the week: The 'well-off' don't even have financial security
Personal Finance
Chart of the week: The 'well-off' don't even have financial security
The Chart of the Week looks at Morningstar's behavioural research into achieving financial security.
Shani Jayamanne | 13 February 2025
Chart of the week: How unattractive is the Aussie equity market?
Markets
Chart of the week: How unattractive is the Aussie equity market?
The Chart of the Week looks at Morningstar's stock valuations for the Australian market and how it compares to the past.
Shani Jayamanne | 06 February 2025
Chart of the week: Blue chips look expensive, more opportunities in smaller caps
Personal Finance
Chart of the week: Blue chips look expensive, more opportunities in smaller caps
This week's chart comes from the Australian equity market outlook for Q4.
Shani Jayamanne | 10 October 2024
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
Stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
With increased revenue and steady infrastructure investment, here’s what we think of Alphabet stock.
Michael Hodel, CFA | 08 August 2024
Build a portfolio with 3 ETFs
ETFs
Build a portfolio with 3 ETFs
Investing doesn’t need to be complicated.
Shani Jayamanne | 23 July 2024
A practical guide to finding investment opportunities
Personal Finance
A practical guide to finding investment opportunities
Discounted cash flow model? Technical analysis? ASX Bets? Knowing what to look for when evaluating an investment can feel overwhelming. 
Mark Lamonica | 27 June 2024
Morningstar initiates on McMillan Shakespeare
Stocks
Morningstar initiates on McMillan Shakespeare
The firm dominates its core markets. 
Shaun Ler | 21 April 2024