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Where to from here for Australia's wide moat major banks?
Stocks
Where to from here for Australia's wide moat major banks?
Despite all the negative press, the major banks continue to benefit from surprisingly solid fundamentals, delivering modest earnings growth, writes...
David Ellis, CPA | 12 April 2018
USA today; More superannuation meddling
Stocks
USA today; More superannuation meddling
US jobs, payroll data as Jerome's first FOMC meeting approaches; and battle lines form in Australia as super meddling potentially enters a new phase.
Peter Warnes | 15 March 2018
"Wisely and slow; they stumble that run fast" - Shakespeare
Stocks
"Wisely and slow; they stumble that run fast" - Shakespeare
Have we witnessed the first shot in a global trade war? Is inflation disproportionately hitting retirees?
Peter Warnes | 08 March 2018
Goldilocks to be disturbed by a more aggressive Fed?
Stocks
Goldilocks to be disturbed by a more aggressive Fed?
The combination of lukewarm demand for bonds and pressure-cooker labour market conditions could be an unpalatable cocktail which releases tethered,...
Peter Warnes | 01 March 2018
The implications of lighter fluid and the Powell put
Stocks
The implications of lighter fluid and the Powell put
The clash of monetary policy and an ill-disciplined fiscal policy has the propensity to create upheaval in global financial markets, Morningstar's...
Peter Warnes | 22 February 2018
Watch tremors don't develop into something much larger
Stocks
Watch tremors don't develop into something much larger
The economic plates of tightening monetary policy and stimulatory fiscal policy are rubbing against each other and causing tremors, but have not yet...
Peter Warnes | 15 February 2018
As expected volatility is back with a dose of reality
Stocks
As expected volatility is back with a dose of reality
Acknowledge the past but don't invest in it, Morningstar's Peter Warnes says, as there is no certainty the past, whether good or bad, will be...
Peter Warnes | 09 February 2018
As expected volatility is back with a dose of reality
Stocks
As expected volatility is back with a dose of reality
Acknowledge the past but don't invest in it, Morningstar's Peter Warnes says, as there is no certainty the past, whether good or bad, will be...
Peter Warnes | 08 February 2018
Morningstar's month in review
Stocks
Morningstar's month in review
Mark LaMonica looks back at what happened on Morningstar.com.au in January, with a focus on commentary surrounding the recent market declines.
Mark LaMonica, CFA | 06 February 2018
From FOMO to FONGO?
Stocks
From FOMO to FONGO?
This is not a time to be brave, Morningstar's Peter Warnes says in response to the US market sell-off, with more downside likely to develop over the...
Peter Warnes | 05 February 2018