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RATES News & Analysis

Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
Our favourite ASX small cap ETFs
ETFs
Our favourite ASX small cap ETFs
Gold rated funds to watch amidst interest rate cuts.   
Simonelle Mody | 06 March 2025
Our top fund picks in a rate-cut environment
Funds
Our top fund picks in a rate-cut environment
Falling rates, rising stars. 
Thomas Dutka | 24 February 2025
What does the RBA rate cut mean for investors?
Stocks
What does the RBA rate cut mean for investors?
Morningstar's Chief Investment Officer for Asia-Pacific and Director of Personal Finance share their thoughts on the recent RBA rate cut.
Mark LaMonica, CFA | 21 February 2025
What rate cuts could mean for your investment property
Personal Finance
What rate cuts could mean for your investment property
Own an investment property or looking to get into the market? Find out how the RBA's interest rate cut could affect you.  
Simonelle Mody | 18 February 2025
Answering your questions about retirement
Retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
Mark LaMonica, CFA | 22 January 2025
Chart of the week: Safe retirement withdrawal rates for your asset allocation
Retirement
Chart of the week: Safe retirement withdrawal rates for your asset allocation
This week's chart of the week looks at how asset allocation impacts withdrawal rates.
Shani Jayamanne | 16 January 2025
Is a mortgage actually ‘good’ debt?
Personal Finance
Is a mortgage actually ‘good’ debt?
What does the explosion in mortgage debt mean for future property prices in Australia and highly geared homeowners.
Mark LaMonica, CFA | 03 November 2024
Howard Marks believes investors are in for 'a sea change'
Stocks
Howard Marks believes investors are in for 'a sea change'
The Co-Chairman visits Australia and offers a warning to investors. 
James Gruber | 29 October 2024
How much will the Fed cut interest rates?
Markets
How much will the Fed cut interest rates?
Our latest economic forecast for interest rates, inflation, and GDP growth. 
Preston Caldwell | 17 September 2024