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FINANCIAL SECTOR News & Analysis

A famous tech bear changes his tune
Funds
A famous tech bear changes his tune
GQG Partners’ Rajiv Jain tells the Morningstar Investment Conference in Australia why he’s now overweight US tech mega caps and cut back on large...
James Gruber | 23 May 2023
SVB: It's Not 2008 All Over Again
Markets
SVB: It's Not 2008 All Over Again
Major banks are in much better shape than Silicon Valley Bank, says Morningstar Investment Management's Mike Coop
Mike Coop | 13 March 2023
Energy soars but is an end in sight? Best and worst performing stocks in the first half
Stocks
Energy soars but is an end in sight? Best and worst performing stocks in the first half
Commodity-linked stocks populate the top and bottom of the league table.
Nicola Chand | 13 July 2022
Buffett backs oil, another exit at Magellan and Zip cuts back: What we learned this week
Markets
Buffett backs oil, another exit at Magellan and Zip cuts back: What we learned this week
Japan rocked by attack on former Prime Minister while on campaign trail.
Nicola Chand | 08 July 2022
All sectors are undervalued: Morningstar quarterly equity market outlook – part two
Markets
All sectors are undervalued: Morningstar quarterly equity market outlook – part two
Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.
Nicola Chand | 29 June 2022
Financial planners discuss their inflation hedges
Stocks
Financial planners discuss their inflation hedges
Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.
Nicki Bourlioufas | 24 May 2022
Expect a fight for Pendal: Morningstar
Stocks
Expect a fight for Pendal: Morningstar
The board is likely to knock back or negotiate the “opportunistic” offer.
Lewis Jackson | 06 April 2022
Financial service stocks on sale amid sector sell-off
Stocks
Financial service stocks on sale amid sector sell-off
Analysts believe the asset manager sell-off overlooks some of the attractive traits of businesses like Magellan, Platinum and Pendal. 
Emma Rapaport | 23 March 2022
Moats on sale: 10 undervalued stocks after strong ASX reporting season
Stocks
Moats on sale: 10 undervalued stocks after strong ASX reporting season
These quality companies are trading at double-digit discounts to fair value.
Lewis Jackson | 03 March 2022
Energy can’t get a break and Fortescue slips: What we learned this week
Markets
Energy can’t get a break and Fortescue slips: What we learned this week
Packer hands off the Crown as markets read the tea leaves over Ukraine.
Lewis Jackson | 18 February 2022