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FUNDS RESEARCH News & Analysis

How private assets are transforming capital markets and super
Retirement
How private assets are transforming capital markets and super
Super funds and private assets in the spotlight after ASIC release. 
William Anglingdarma, CFA | 06 March 2025
Our favourite ASX small cap ETFs
ETFs
Our favourite ASX small cap ETFs
Gold rated funds to watch amidst interest rate cuts.   
Simonelle Mody | 06 March 2025
Why systemic risks from Big Super might be overplayed
Personal Finance
Why systemic risks from Big Super might be overplayed
What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and...
David Bell | 27 February 2025
Our top fund picks in a rate-cut environment
Funds
Our top fund picks in a rate-cut environment
Falling rates, rising stars. 
Thomas Dutka | 24 February 2025
Chart of the week: A reliable predictor of the success of an investment
Funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Shani Jayamanne | 21 November 2024
How to tell if a fund or ETF will likely underperform
Funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Shani Jayamanne | 13 November 2024
Are changes in investor preferences hurting returns?
Personal Finance
Are changes in investor preferences hurting returns?
Innovation in the financial services industry is providing us with more choice...but at what cost?
Mark Lamonica | 12 November 2024
Top-rated funds love these 3 cheap ASX shares
Stocks
Top-rated funds love these 3 cheap ASX shares
These companies could offer good value and, as of the latest data and have the stamp of approval from Morningstar Gold Medalist equity funds.
Joseph Taylor | 29 October 2024
How to invest with a couple of dollars
Personal Finance
How to invest with a couple of dollars
The investment products allowing you to invest with small amounts, with no brokerage or additional investment fees.
Shani Jayamanne | 08 October 2024
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 02 October 2024