Investment guides

Join us as we explore the macroeconomic conditions of the market and look at inflation, interest rates, household consumption and corporate earnings in this two-part webinar.

We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.  

Investing in property is very popular amongst Australians but is it the best investment for you to make? We look at paying down mortgages versus investing in the stock market and alternative ways to invest in property.

We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.  

Clear metrics toward financial independence can help you make better financial decisions. We examine vital signs to understand why they are important and take a look at what the FIRE movement is all about.

We conduct a comprehensive walkthrough of how you can achieve financial independence, starting from building the appropriate foundations to the investment approach you should be taking for your personal circumstance.

How much you want accumulated in your super at retirement will differ between individuals. But how do you decide on a super goal that’s right for you?  

Amongst high interest rates and an inflationary environment, we explore the stocks we have on our best ideas list to reveal what we consider the most opportune investments to bring you in the new FY

We discuss whether an opportunity still lies in emerging markets, or whether you should look elsewhere for investment ideas  

We go through an EOFY checklist top to bottom, to ensure you’re well equipped for the financial year ahead.

Walk through a portfolio rebalancing process with us to remain focused on your end goal.  

We uncover ways to effectively think about and evaluate investment performance to avoid dangers with chasing performance.  

Mark LaMonica, CFA hosts Adrian Atkins (Senior Equity Analyst - covering utilities, transports and REITs including AGL Energy and Transurban) and Shane Ponraj, CFA (Equity Analyst - focusing on the healthcare sector, such as CSL, Avita Medical and Cochlear).

We discuss how to evaluate your super to take stock of your accounts and review your asset allocation and performance.  

Join us as we explore the different factors to consider when picking a super and look at how to decide whether a SMSF is the right choice for you.

We discuss how to evaluate your super to take stock of your accounts and review your asset allocation and performance.

We look at goal setting, risks, withdrawal rates and more to estimate how much you need for retirement.

A wrap up of all the key lessons of global investing—a comprehensive walkthrough of how exactly to invest internationally—the vehicle, currency, and tax considerations you should be making.

International investing is more than just stocks—understand what it really involves and why asset allocation not only plays a part but matters for global investing.

We do a wrap up of everything we discussed over 4 weeks of income investing to provide an informative overview of income investing and answer any questions you may have.

Join our weekly webinars focused on the investor, not the investment—and get your questions answered.

We walk through the process of finding great companies and estimating their fair value.

How to identify sustainable income opportunities in the market.

We will explore how you can get exposure to different asset classes using ETFs. We will walk through 5 different risk and return profiles and why our analysts favour certain ETFs.

Learn techniques for transitioning to retirement using the bucket method and different asset allocation guidance designed for retirees.

At Morningstar, we are proponents of goals-based investing. We'll take you through the 4 key steps to building an investment portfolio that aligns with your goals.

Take a look through the research conducted by Morningstar's Behavioural Research team, and how you can be a better investor.