TOPIC

FORECAST News & Analysis

US markets are priced to perfection, but will it last?
Markets
US markets are priced to perfection, but will it last?
In a stretched market, positioning is increasingly important.
David Sekera, CFA | 11 January 2025
Australian stocks will crush housing over the next decade, one year on
Stocks
Australian stocks will crush housing over the next decade, one year on
James Gruber looks back on his forecast for Australian equities and the housing market 
James Gruber | 08 January 2025
Listening to experts can be risky
Markets
Listening to experts can be risky
Short-term market predications are notoriously inaccurate.
James Gruber | 04 July 2024
Experts forecast stock and bond returns: 2024 edition
Markets
Experts forecast stock and bond returns: 2024 edition
Bond outlooks improve, but stocks’ prospects drop on the heels of 2023′s rally.
Christine Benz | 16 January 2024
The art of ignoring market predictions
Markets
The art of ignoring market predictions
Your inbox is no doubt inundated with 2024 market predictions, though investors are best served by ignoring them and focusing on what really matters. 
James Gruber | 08 January 2024
Investing Compass: Brian Han's Outlook
Stocks
Investing Compass: Brian Han's Outlook
Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as...
Mark Lamonica | 12 July 2023
How to build a resilient investment portfolio
Personal Finance
How to build a resilient investment portfolio
Morningstar global CIO, Dan Kemp, outlines how investors can best build an 'all-weather' portfolio, including have the right asset mix, sound advice,...
James Gruber | 29 June 2023
7 lessons as we navigate turbulent markets
Your Money Weekly
7 lessons as we navigate turbulent markets
Even for those with international holdings, the lower Australian dollar is unlikely to offset the paper losses; it can feel overwhelming.
Mathew Hodge, CFA | 16 June 2022
On Mohamed El-Erian's argument against market-timing
Markets
On Mohamed El-Erian's argument against market-timing
The limits of investment knowledge.
John Rekenthaler | 11 April 2022
Why economists failed to predict inflation’s return
Markets
Why economists failed to predict inflation’s return
Habit, selectivity bias, and groupthink.
John Rekenthaler | 02 March 2022