INVESTMENT LESSONS News & Analysis

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?

An understanding of how advisers add value allows self-directed investors to set themselves up for success.

Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is...

Investor behaviour makes it very difficult for active managers to outperform. The same behaviour causes many passive investors to trail the very...

John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio...

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public....

Hedge fund Bridgewater Associates recently investigated the largest US stocks in history. Morningstar's James Gruber looked at lessons for investors. 

These books cover everything a beginner needs, from the basics of personal finance and investing to how the markets influence our money decisions.

There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional...