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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
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
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
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
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
Stocks
After earnings, is Alphabet stock a buy, a sell, or fairly valued?
With increased revenue and steady infrastructure investment, here’s what we think of Alphabet stock.
Michael Hodel, CFA | 08 August 2024
A practical guide to finding investment opportunities
Personal Finance
A practical guide to finding investment opportunities
Discounted cash flow model? Technical analysis? ASX Bets? Knowing what to look for when evaluating an investment can feel overwhelming. 
Mark Lamonica | 27 June 2024
Australia and New Zealand Best Stock Ideas | June 2024
Stocks
Australia and New Zealand Best Stock Ideas | June 2024
This month we have 14 companies in our Best Stock Ideas list.
Mathew Hodge, CFA | 03 June 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 initiates on McMillan Shakespeare
Stocks
Morningstar initiates on McMillan Shakespeare
The firm dominates its core markets. 
Shaun Ler | 21 April 2024