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MANAGER 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
Why small caps could shine bright in 2025?
Funds
Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
Eva Cook | 12 February 2025
5 things professional investors do that you shouldn’t
Personal Finance
5 things professional investors do that you shouldn’t
Ignoring the compelling sounding strategies of professional investors can be hard. It just might be the secret to getting what you want out of your...
Mark Lamonica | 07 January 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
Morningstar Medalist Ratings: Improving Ratings Efficacy
Funds
Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed...
Matt Olsen | 25 September 2024
Aussie stocks to hold forever
Personal Finance
Aussie stocks to hold forever
This week's Investing Compass episode interviews James Gruber on his list of Aussie stocks to hold forever.
Mark Lamonica | 08 September 2024
How to interpret stock picks in the media
Personal Finance
How to interpret stock picks in the media
This week's Investing Compass episode goes through how to interpret stock picks from fund managers in the media.
Mark Lamonica | 02 September 2024
Quarterly Economic Briefing: Q1 2024
Markets
Quarterly Economic Briefing: Q1 2024
Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic data...
Morningstar Manager Research Analysts | 09 May 2024
Morningstar Manager Research Overview
Investing
Morningstar Manager Research Overview
Morningstar’s qualitative manager research aims to determine which investments deserve the attention of investors and which do not.
Morningstar.com.au | 15 January 2024
Does Overconfidence Explain Poor Active Performance?
Funds
Does Overconfidence Explain Poor Active Performance?
New academic research has found that the underperformance of fund managers can be partly explained by overconfidence leading to excessive risk taking.
James Gruber | 27 September 2023