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WEALTH EFFECT News & Analysis

Taking the slow road to investment success
Personal Finance
Taking the slow road to investment success
Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”
Morningstar | 19 July 2023
House prices set to run as inequality grows
Markets
House prices set to run as inequality grows
Lower interest rates increase housing wealth inequality while higher rates do the opposite, according to new RBA research.
Nicki Bourlioufas | 02 March 2020
Staying on budget over the holidays
Personal Finance
Staying on budget over the holidays
You might overspend because of “wealth effect”, or to keep up with the Joneses, but Morningstar’s Christine Benz has some ideas on how to not go over...
Ruth Saldanha | 03 December 2019
How to calculate your net worth
Personal Finance
How to calculate your net worth
Taking stock of your assets and liabilities can yield valuable intelligence about your financial health, writes Morningstar director of personal...
Christine Benz | 25 June 2019
Car dealership tie-up a potential win
Stocks
Car dealership tie-up a potential win
Morningstar equity analyst Daniel Ragonese analyses the ramifications for the mooted merger between AP Eagers and Automotive Holdings Group.
Lex Hall | 15 May 2019