Morningstar Site Map

Financial services, investment banking and packaged food are three sectors where Berkshire Hathaway sees untapped value.

Australian shares are expected to open higher despite mixed results on Wall Street overnight.

The anticipated cut to the cash rate next week may be prompting investors in listed property to boost their holdings, but it’s worth knowing that the relationship between REITs and rates isn’t always straightforward.

It's a common misconception that sustainable investing is confined to mostly millennials and women. But a new study reveals the face of sustainable investing is much more diverse.

Finding businesses with stable earnings and predictable cash flows is key to making excess returns for investors, says Lazard Asset Management's Warryn Robertson.

Slumping prices and election fears have given residential property investors plenty to worry about in 2019. Yet with the equity market also under pressure, picking between real estate and shares is far from a simple proposition.

Labor's proposed cuts to SMSFs again stoked reader attention alongside our look at ideas to consider if the party's franking plan takes effect, while readers also pored over our examination of ASX200 ETFs.

Australian shares are expected to open flat despite Wall Street posting an intraday record overnight, bolstering the view that the bull market has further to run.

Those investors who did not panic and sell at the end of last year have been well rewarded so far in 2019, as many markets have rallied significantly

Australia’s sovereign wealth fund has lifted its 10-year returns to over 10 per cent, helped by strong equity gains, a thaw in global trade tensions and lower US interest rates over the quarter. 

Weak sales in Australia and New Zealand operations have forced the travel agent to slash FY2019 guidance and prompt a 40 per cent reduction in Morningstar's second-half EBIT outlook.

Super-charged delivery times and the prospect of new subscription offerings at Amazon will likely boost Morningstar's share price outlook.

Australian shares are expected to open flat despite gains on Wall Street at the end of last week.

Despite the subscriber numbers beating forecasts for the most recent quarter, Morningstar analysts think the streaming firm is still overvalued.

There are good reasons for retirees to consider exchange-traded fund within their portfolios, beyond those cited by millennial investors, writes Morningstar's Christine Benz.

Amazon's first-quarter revenue from cloud computing and advertising almost doubled year-on-year, while Microsoft and Facebook revenue increases prompt an improved share price outlook from Morningstar.

Weaker than expected inflation for the first quarter of 2019 has boosted expectations the RBA will cut the cash rate when it meets next month.

Forecasts are usually designed to influence decision-making, and investors should be particularly wary of predictions that don't also provide a probability level, says Morningstar Investment Management UK's Dan Kemp.

The proposed merger of automotive rivals Automotive Holdings Group and AP Eagers would help offset short-term sector weakness by expanding AHG's footprint and car brand coverage, says Morningstar.

Topping coverage this week was news that SMSFs face further cuts in addition to franking reforms, followed by a look at three alternative ideas if Labor's plan takes effect, and a survey of 'exponential' growth sectors. 

The Australian share market is poised to open higher, building on the previous day’s strong gains after the S&P 500 and the Nasdaq hit record closing highs overnight.

Initial public offerings on the ASX posted a mixed year in 2018, and though 2019 has shown early signs of promise, will it be better or worse than last year?

A striking feature of Morningstar's ratings for exchange-traded funds is that none of those that track the ASX200 have been awarded a Gold rating.

Switzerland has slumped in a global survey of company ethics, dragged lower by two of its leading companies, who face accusations of misleading information on baby formula, deforestation, and funnelling money to a disgraced former aide of Donald Trump.

The Australian share market is set for a subdued open as healthcare stocks weigh on Wall Street, with local jobs data also on the way.

The RBA warns some homeowners could face negative equity this year, which could further cut into household consumption and burden the economy – but falling interest rates will cushion the blow to the big banks.

Your guide to the different types of ETFs trading on the Australian Securities Exchange.

The global exchange-traded funds QUAL and QLTY are similar but there are key differences worth knowing as Morningstar ETF expert Alexander Prineas notes in response to a reader question.

Labor's plan to axe cash refunds for excess franking credits may have monopolised attention in the countdown to the election but investors stand to lose out even more from other proposals, Australia's peak superannuation body warns. 

The Australian share market is set for a subdued open as healthcare stocks weigh on Wall Street, with local jobs data also on the way.

As rate cuts loom, bond investors are being urged to stick to quality and stay diversified, writes Anthony Fensom.

Labor's plan to scrap cash payments for excess franking credits is unlikely to dent share prices for fully franked stocks if the proposal becomes law in July, according to one Aussie fund manager. 

Morningstar fund analysts have downgraded Tribeca Investment Partners' long/short equity strategy from Neutral to Negative.

Shares in DuluxGroup have soared more than 27 per cent to a record high after its board backed a $3.8bn acquisition proposal by Japanese paint giant Nippon.

Chinese equities have surged in 2019 after a tough 2018, but multi-asset fund managers believe there's still plenty more gains to be captured before the year is out.

Morningstar analaysts name the most undervalued shares on US markets.

The Australian share market is tipped to edge lower at the open after Wall Street's overnight advance was held back by healthcare stocks.

Each of these ETFs provide exposure to a range of leading American companies, but there are a few differences investors should consider when weighing up the Vanguard US Total Market Shares Index and iShares S&P 500.

Emma Rapaport talks to Morningstar's Alex Prineas about exchange-traded funds and what they can offer for the Australian investor.

Sticking to what you know, keeping a written plan and minimising market noise rank among these eight investment tips from Ben Johnson, director of passive strategies, Morningstar US.\n 

Steel consumption continues to grow more rapidly than expected and the country is on track to reach an 'equilibrium point' in about a decade.

Medicinal cannabis is being seen as an alternative to opioid drugs in the treatment of pain relief, and the global market is tipped to be worth more than $200bn by the end of 2025.

Australian shares set for a subdued start to the week despite positive movement in the US and Europe over the weekend.

Wynn's shortlived bid for Crown Resorts has only boosted Daniel Ragonese's conviction that the Australian gaming powerhouse is good value.  

Generation Global's technology positioning caught the eye of Morningstar fund analysts this quarter as it thumped the index and its peers. 

Topping coverage this week was an overview of three ideas to consider should Labor's franking plan take effect, followed by a look at the challengers to biotech giant CSL, and a survey of areas tipped for 'exponential' growth. 

Australia's sovereign wealth fund has returned an impressive 8.5 per cent a year over the last decade, against a target annual benchmark return of 6.7 per cent.

How to build an ultra-low maintenance, hands-free portfolio to help you reach your financial goals.

As retirement looms, it is important to have a plan, and then invest accordingly, to achieve all your retirement goals.

3D Printing, Bioinformatics and Financial Services Innovation are set for exponential growth in coming years. In the final part of our series, we examine these themes and identify the most undervalued leader in each field.

The setting of the federal election date brings into sharper focus the franking debate. David Ellis suggests some alternative ideas to consider if Labor's plan is implemented.

John Rekenthaler examines his buried conviction that the past 35 years of stock results have not been an anomaly.\n 

Pinterest, an online product and idea discovery company that generates revenue by selling digital ads, is poised to go public and is an attractive opportunity, says Morningstar.

In a matter of seconds X-Ray can reveal if your portfolio is well diversified or overly concentrated in a particular security or investment area, helping you reduce your exposure to risk.

Australian shares are expected to open lower despite gains on Wall Street overnight as the prime minister announced the election date.

State Street, the US investment management firm behind the Fearless Girl statue, isn't as supportive of gender-diversity as one would think, according to a new Morningstar study. 

It was over before it even began. Las Vegas luxury resort and casino giant Wynn Resorts has abruptly ended talks over its $10 billion takeover proposal for Crown Resorts.

The right times to deploy the financial reinforcements.

Can they still be categorised in separate buckets? And why they’re better off together.

Morningstar columnist Christine Benz notes how many pre-retirees and retirees are reluctant to lighten up on equity risk despite very strong market gains in recent years.

If the UK leaves the European Union with a Brexit deal, the Governor of the Bank of England is likely to make a policy mistake by hiking interest rates, say two multi-asset fund managers.

Ariel's John Rogers discusses why he likes Jones Lang LaSalle and Stericycle. 

Training video for ARC Watchlists.

Australian shares are expected to open lower after losses on Wall Street overnight.

Australian tech darling WiseTech Global is giving investors the opportunity to purchase new shares under its share purchase plan, but Morningstar equity analyst Gareth James is urging shareholders not to subscribe.

Upcoming elections are being blamed for the Indian stock market lagging 11 per cent behind the wider MSCI Emerging markets index so far this year.

Australian shares are expected to open marginally higher after a mixed lead from Wall Street overnight as investors brace for a contraction in earnings.

Marijuana-focused funds produced spectacular returns last year, but they come with significant risks. 

Shinzo Abe's third arrow of reforms around corporate governance is finally having an impact. Fund managers say it could finally be a catalyst for gains from Japanese markets.

Australian shares are expected to open higher after a positive lead from Wall Street at the end of last week.

Our examination of the true cost of owning a home in Australia topped our coverage last week, alongside a list of a dozen shares tipped to withstand a downturn, and Berkshire Hathaway's entry into the Morningstar Global Best Ideas list.

The biotech giant has jumped 22pc a year for the past decade but new players are emerging.

Energy & Environmental Systems; Medicine & Neuroscience; and Robotics: In part two of our series, we examine the changes taking place in these areas and identify the most undervalued leader in each field.

Morningstar's director of equity and credit research gives his take on slowing global growth, the impact of Labor's franking policy and whether hybrid securities suit your portfolio.

Sustainable, ethical, ESG, socially responsible investing, or SRI, green, impact, responsible investing: these terms are often used interchangeably but they don’t all mean the same thing.

Vehicle retailer AP Eagers says it wants to take the wheel of rival Automotive Holdings Group and create a $2.42bn company capable of handling the transition to electric and automated cars.

The Morningstar Global Technology Index is up 16 per cent year to date in 2019 and outperformed the global equity market, says Morningstar's Brian Colello.

Australian shares are expected to open marginally lower as investors wait for clarity on US-China trade talks.

Morningstar equity analyst Johannes Faul explains the motives behind Wesfarmers' $1.5bn surprise bid for rare earths miner Lynas Corporation. 

Gold stocks have rallied in recent times driven by safe haven buying from investors who fear a global economic slowdown, but there are doubts the gains can be sustained through 2019.

Analytics, nanotechnology, robots, ultra-fast computers: these are just some of the areas that are primed for strong growth. 

For the first time in 12 years, Australia is again paying its own way, says Josh Frydenberg, which represents a turnaround of $55bn since 2013 when the coalition was elected.

Australian shares are expected to open flat despite a rise on Wall Street overnight prompted by growing hopes of progress in trade and a rally for chipmakers.

Investors in Berkshire Hathaway have nothing to fear from the eventual exit of Warren Buffet as the famed holding company has buckets of cash and capital allocation nous, says Morningstar.

The design of the two products means investors should be aware of the differences between them when it comes to trading, dividends and cost. 

The Coalition's budget is a blatant election pitch, trumpeting a return to surplus and rich in tax cuts, concessions for small business and 'congestion-busting' infrastructure spending. 

Australian shares are expected to open higher as investors digest the federal government’s budget and Wall Street treads water.

The performance drivers of Australian fixed income market performance, including its corporate credit sector, are more international than many investors think.

The rare inverted yield curve environment today does not determine the markets tomorrow explains Dan Kemp, chief investment officer, EMEA at Morningstar Investment Management.

Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.

Josh Frydenberg's first and possibly last budget, and one that the coalition is pinning its thin election hopes on, may include several sweeteners for superannuation members.

Australian shares are set to open higher, bolstered by gains on Wall St as upbeat manufacturing numbers from China and the US eased worries about slowing global growth.

More money is flowing into fixed-income ETFs as investors seek defensive positions and brace for a slowing economy under a potential Labor government and its plans to axe cash refunds for franking credits. 

Ned Bell explains how Bell Asset Management managed to outperform last year when the market at large was getting beaten up.

Training video for ARC Portfolio X-Ray.

Indicators may be pointing to a global slowdown but companies that are well managed and export-focused could continue to be profitable and deliver good earnings growth.

Former Commonwealth Bank chief executive Ian Narev has been appointed chief operating officer of online jobs advertiser Seek.