Investing Compass podcast

This week’s Investing Compass episode uses the GyG IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price.

This week’s Investing Compass episode goes through what we can learn from top performing stocks. 

This week’s Investing Compass episode looks at the hard data behind whether timing the market can work

Investors are using this strategy to increase their income. This week's episode looks at the mechanics of a covered call and the investors it may suit.

This week’s Investing Compass episode goes through the wisdom of Charlie Munger

This week’s Investing Compass episode goes through the three factors to consider when retiring early

Our latest Investing Compass episode looks at the factors behind why Australians have been successful investors

We look at the three ETFs you are most likely to invest in and what our analysts think about them.

We go through what's needed to get to $100k in passive income.

Are you taking on too much risk in your portfolio?

Men and women experience different health outcomes which need to be taken into account during retirement planning.

The argument for why investing is supported by the tax code.

Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision.

Our guest Steven Le, a manager research analyst at Morningstar, goes through what to look for and what to avoid with ETFs, and how investors can apply the Morningstar process themselves for choosing investment products.  

We run through Mark's top ten holdings, how they fit into his investment strategy and when to sell shares.

We talk about how to have an advantage when investing.

And why the arguments against income investing don't stack up.

Our yearly episode of Christmas gift ideas for investors.

Our guest Dan Kemp who runs Morningstar's global investment management team shares thoughts on current opportunities.

At our recent conference, many investment professionals touted the attractiveness of bonds. Are they back and should you invest?

We talk about the current market environment, and how investors should position themselves going into 2024.

In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.

We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, and how to get exposure.

In a listener requested episode, we take a deep dive into Woodside (ASX: WDS).

Shani and Mark sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors.

In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement.

There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.

We break down each of the components of a total return to understand what you get at the end of your investment. 

We discuss global debt and why investors should pay attention

Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.

Our market outlook looks at the current state of the market and themes investors should be aware of.

We take a deep dive into the international stock you are most likely to own - Apple.

It's our 150th episode! We go through the best lessons from the last 150 episodes.

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.

Mark speaks about how he has structured his portfolio for income.

In this episode, we explore annuities.

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&A, cybersecurity and cryptocurrency.

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).

In a listener requested episode, we look at when investors should rebalance.

The age old question. This episode goes through the main considerations between paying down your mortgage and investing.

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first.

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio.

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh.

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation.   

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions.

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.

In a listener requested episode, we speak about whether small caps have a place in your portfolio.

In a listener requested episode, we explore quality ETFs—MOAT and QUAL.

We look at the state of the market entering 2023.

We look at high conviction holdings in ETFs, and what our equity analysts think of them.

We discuss lessons learned from our recent conferences. 

We look at measures that indicated historical market bottoms and how the market compares now.

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges.

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy?

In a listener requested episode we explore whether valuations should impact asset allocation decisions.

This episode explores why long-term investors are better off focusing on themselves, and not coveting the circumstances of others.

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges.

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy?

We explore the most common question we get – how to choose a broker. 

In a listener requested episode we explore whether valuations should impact asset allocation decisions 

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.

Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.