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GLOBAL ECONOMY News & Analysis

Is REA on track with their global ambitions?
Stocks
Is REA on track with their global ambitions?
Company confirms it is exploring acquisition of rightmove.
Roy van Keulen | 03 September 2024
Howard Marks on the best opportunities in 2024
Markets
Howard Marks on the best opportunities in 2024
In his latest memo, Marks outlines how today’s markets are dramatically different from those of the past 40 years, that equity valuations are...
James Gruber | 18 January 2024
Investing Compass: State of the Market
Markets
Investing Compass: State of the Market
This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio...
Shani Jayamanne | 02 May 2023
US stock market outlook: Undervalued, but a rough road ahead
Markets
US stock market outlook: Undervalued, but a rough road ahead
Monetary tightening is either at, or close to, an end, but markets will be looking for increases in leading economic indicators to begin a viable...
Dave Sekera, CFA | 03 April 2023
6 charts on how global markets changed in 2020: Morningstar
Markets
6 charts on how global markets changed in 2020: Morningstar
Given the crippling effects of covid-19 on economies all over the world in 2020, one would expect to see negative stock-market returns in most...
Morningstar.com.au | 23 February 2021
State of the markets Q4 2020: our analysis in 5 charts
Markets
State of the markets Q4 2020: our analysis in 5 charts
Markets around the world have been on the road to recovery after suffering the devastating effects of the coronavirus pandemic in the first quarter.
Morningstar.com.au | 04 December 2020
'AfterTech' and the unscrambling of the 2020 omelette
Markets
'AfterTech' and the unscrambling of the 2020 omelette
Advice, predictions and warnings dominated another compelling Morningstar Individual Investor Conference.
Lex Hall | 30 October 2020
Sorting the sexy stocks from the dividend deliverers
Markets
Sorting the sexy stocks from the dividend deliverers
To which class do you belong: those playing pass-the-parcel with overpriced growth stocks or those quietly fishing in the dividend stream?
Lex Hall | 23 October 2020
Is this gonna hurt? The logistical pain of a covid vaccine
Markets
Is this gonna hurt? The logistical pain of a covid vaccine
Making a vaccine is half the battle when you consider what’s required to transport, store, and distribute the jab.
Lex Hall | 16 October 2020
Is AGL between a BlackRock and a hard place?
Markets
Is AGL between a BlackRock and a hard place?
The undervalued Australian energy provider is unlikely to heed the call to hasten the shut down of one of its best assets.
Lex Hall | 09 October 2020