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RETURNS News & Analysis

2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 23 March 2025
Market Index Performance | February 2025
Markets
Market Index Performance | February 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 10 March 2025
Market Index Performance | January 2025
Markets
Market Index Performance | January 2025
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 10 February 2025
Market Index Performance | December 2024
Markets
Market Index Performance | December 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 20 January 2025
Are mega super funds’ returns set to fall?
Retirement
Are mega super funds’ returns set to fall?
While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform...
James Gruber | 11 December 2024
Market Index Performance | November 2024
Markets
Market Index Performance | November 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 08 December 2024
What returns do you need for a comfortable retirement?
Retirement
What returns do you need for a comfortable retirement?
The math behind your retirement outcomes. 
Mark LaMonica, CFA | 21 November 2024
Market Index Performance | October 2024
Markets
Market Index Performance | October 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 12 November 2024
Are average returns enough to achieve your goals?
Funds
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above...
James Gruber | 17 October 2024
Market Index Performance | September 2024
Markets
Market Index Performance | September 2024
Our monthly update detailing the short- and long-term performance of major indices.
Morningstar.com.au | 07 October 2024