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OUTLOOK 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
Chart of the week: You likely have 20%+ exposure to this asset class in retirement
Retirement
Chart of the week: You likely have 20%+ exposure to this asset class in retirement
This week's chart of the week looks at the pros and cons of private assets.
Shani Jayamanne | 05 December 2024
US stock market outlook: tariffs are 2025's wild card
Personal Finance
US stock market outlook: tariffs are 2025's wild card
Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?
David Sekera, CFA | 04 December 2024
Chart of the week: Morningstar's 10 year return projections for markets
Markets
Chart of the week: Morningstar's 10 year return projections for markets
This week's chart of the week looks at which markets we expect to achieve double-digit returns over the next decade.
Shani Jayamanne | 28 November 2024
US election implications for investors and Australia
Markets
US election implications for investors and Australia
The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and...
Shane Oliver | 07 November 2024
Chart of the week: Blue chips look expensive, more opportunities in smaller caps
Personal Finance
Chart of the week: Blue chips look expensive, more opportunities in smaller caps
This week's chart comes from the Australian equity market outlook for Q4.
Shani Jayamanne | 10 October 2024
11 ASX stocks offering great value right now
Stocks
11 ASX stocks offering great value right now
These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
Mark Lamonica | 30 September 2024
Key takeaways from Morningstar’s Mining Outlook
Markets
Key takeaways from Morningstar’s Mining Outlook
Chances are you've got heavy exposure to the mining sector. The latest Investing Compass episode goes through the key takeaways from Morningstar's...
Mark Lamonica | 06 May 2024
Top ASX banking opportunities
Stocks
Top ASX banking opportunities
Bank shares rally as bad debt concerns ease but look overvalued.
Nathan Zaia | 11 April 2024
Q2 ASX market outlook
Markets
Q2 ASX market outlook
Market is slightly overvalued after strong rally; plenty of opportunities remain.
Mathew Hodge, CFA | 08 April 2024