Aligning investments with your circumstances: Shani’s top articles in March
Morningstar’s Director, Investment Specialist Shani Jayamanne advocates for a well-informed approach.
This month, many of my articles focused on aligning the investments that you choose with your circumstances. At Morningstar, we are big advocates for knowing what you’re invested in, and why you’re invested in it. A key to successful investing is understanding how the investments you hold are connected to the financial goals that you are trying to achieve.
It is also about understanding what works for you. It is important that you are guided by an investment strategy that you believe will maximise your outcomes. Sometimes this is done by understanding other perspectives, and forming your own based on what works and doesn’t work for you. Sometimes, it is learning from your past mistakes and learnings. Most of the time, it is a combination of both.
This month, I’ve looked at how purposeful and well-informed decisions can increase the chances of investing success.
In April, I’ll be taking an extended break. I’ll be returning in May with fresh content and insights for investors.
Future Focus
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion: Vanguard’s new CEO shares fundamental lessons for investors on how he sees the world.
Future Focus: In defence of managed funds: Some people disagree with my use of managed funds. Here’s my response.
Future Focus: Should I stop salary sacrificing to my super?: High income Aussies are going to hit the new super cap - easily. Should we bother?
Future Focus: My investment portfolio used to be gold bangles: For International Women’s Day, I explore the ways that women have taken back financial control.
Other top stories
Vanguard adds two more ETFs to its suite: The largest Aussie ETF provider expands its diversified funds range, focusing on growth and income.
3 steps to increase financial security: Morningstar’s International Women’s Day event brought together a property expert and a financial wellness expert to discuss the best ways to increase financial security
Investing Compass episodes
Building a 3 ETF portfolio in 2025: This episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
How to invest in a post-tariff world: This episode of Investing Compass looks at the types of investments that are resilient through uncertainty.
Should you reinvest your dividends?: This episode of Investing Compass is listener requested, looks at the trade off between spending and reinvesting dividends.
How Shani uses managed funds in her portfolio: This episode of Investing Compass is listener requested, looking at how managed funds could suit your portfolio.
Chart of the week
Chart of the week: Why small caps could shine bright in 2025: The Chart of the Week is a reason why small caps may shine bright in 2025.
Chart of the week: To hedge or not to hedge your portfolio?: The Chart of the Week looks at hedged vs. unhedged performance and why investors would choose one over another.
Chart of the week: Did ASX companies underwhelm or impress during earnings season?: The Chart of the Week looks at how our Fair Values changes for Australian companies during earnings season.
Chart of the week: Tariffs - our forecast for US GDP growth: Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.
