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personal-finance

Investing basics: what is short-selling?

Selling shares in companies can be used for short-term profit or to balance risk in a fund manager's portfolio.
stocks

Gold tipped to break record as volatility, low rates bite

Gold has posted major price gains in recent weeks as investors seek a safe haven from tumbling interest rates and equity market volatility.\n 
markets

Global Market Report - 30 August

The Australian share market is expected to open higher, buoyed by gains in the trade-sensitive technology and industrial sectors.
funds

$200k super fee trap: are you in a 'fat cat' fund?

Australians risk losing up to a quarter of their superannuation balance by retirement because of hefty fees charged by 'fat cat' super funds, new research suggests.
markets

Global Market Report - 29 August

The Australian share market is expected to open lower as trade tensions dampen optimism about a climb in US stocks.
stocks

Reliance has pipeline of growth

Plumbing fittings maker Reliance Worldwide has doubled its profit and has a long pipeline of growth despite a slowdown in housing construction and higher copper prices.
markets

Not so Grand Designs: eco housing bond investors face huge losses

Grand Designs presenter Kevin McCloud founded a company that offered investors up to 9pc a year, but now they are braced for a 97pc capital loss.
stocks

Can LICs survive the death of commissions?

The model by which stockbrokers and their staff earn commissions on such floats has been called into question.
markets

Global Market Report - 28 August

The Australian share market is expected to open higher after a positive lead from overseas, including talk of a potential trade deal. 
stocks

Boral attractive despite profit fall

Australia's largest building materials maker looks attractive as a pipeline of projects help offset a 7pc fall in profit.
stocks

Fortescue profit soars on iron ore prices

Higher iron ore prices have helped Fortescue Metals Group book a mammoth profit but the good times won’t last forever, warns Morningstar’s Mathew Hodge.
stocks

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 23 August.
markets

Global Market Report - 27 August

The Australian share market is expected to open higher after a positive lead from overseas, including talk of a potential trade deal. 
markets

Are we heading for recession?

Morningstar Investment Management's Dan Kemp talks inverted bond yield curves and whether a recession is on the cards.
etfs

Fixed income flows fire up

Fixed-income ETFs have this year received the largest proportion of cash flows of any asset class as recession fears mount.
markets

Global Market Report - 26 August

The Australian share market is expected to open lower amid a new flare up of US-Chinese trade tensions. 
stocks

Morningstar's Eleven: How to spot a wide-moat stock - Part 2

The remaining members of the wide-moat club possess crucial competitive advantages, including pricing power and efficient scale.
stocks

11 big things: the strange world of WeWork

Last week brought two major IPO filings, the stunning fall of a former unicorn, a game-changing streaming media deal, and a few revealing details of the most valuable VC-backed company in the US about to go public
stocks

Earnings wrap: Flight Centre, Qantas

Domestic demand has hampered both the nation’s biggest travel agency and the national carrier.
funds

'Funds to watch' list: Morningstar eyes 8 new strategies

Eight investment strategies from managers including Macquarie, Daintree Capital and Hyperion have been added to Morningstar's watchlist.
markets

Good morning, Vietnam: Sunny outlook buoys investors

Australian Prime Minister Scott Morrison has today touched-down in Hanoi, at a time when strained US-China trade relations could transform Vietnam from a holiday destination to an Asia-Pacific economic hub.
markets

Global Market Report - 23 August

The Australian market is set to edge lower as investors await signals from central bankers on whether monetary policy will ease.
stocks

Earnings wrap: The a2 Milk Co, Domino's Pizza

Domino's shares remain undervalued despite a softer outlook flagged during fiscal 2019 results, and A2 Milk's 41pc revenue growth warrants a fair value upgrade, say Morningstar analysts.
stocks

Earnings wrap: Crown and Carsales

Crown Resorts remains undervalued despite a dip in VIP earnings, while Carsales earns an upgrade as global subsidiaries shine.\n 
markets

Global Market Report - 22 August

The Australian share market is expected to open higher as investors await a slew of corporate results while earnings at US retailers point to a boost in consumer demand.
stocks

Earnings wrap: BHP and Seek

A record dividend from mining major BHP came despite missing expectations in other areas, while Seek tripled profits and earned a Morningstar fair value upgrade.
retirement

How to blend work and retirement

For many, retirement isn't a full stop. Morningstar US columnist Mark Miller discusses how to plan for a phased retirement that includes work and shares useful resources.
stocks

How have 2019's biggest IPOs performed?

Beyond Meat shares were up more than 800pc on its IPO price at one point, but Lyft and Uber have found the journey as a public company a bumpier ride.
markets

Global Market Report - 21 August

The local share market is expected to open lower after stocks on Wall St retreated overnight, dragged lower by financials as they sweat on upcoming remarks from Jerome Powell. \n 
stocks

Why you’re paying too much for Woolworths

The supermarket giant will have to cut its prices if it wants to get an edge on its rivals, says Johannes Faul.
stocks

Earnings wrap: Lendlease and BlueScope

The future is a little brighter for Lendlease as a fire sale appears less likely, while clouds gather over BlueScope despite a US steel mill expansion.
personal-finance

Adviser Research Centre tutorial

A walk-through guide to using ARC for quick and easy access to  the information you need.
stocks

Morningstar's eleven: How to spot a wide-moat stock

What do an Aussie funeral parlour and a Kiwi airport have in common? That may sound like the set-up to some crass joke but it’s actually a serious question.
stocks

Earnings wrap: Super Retail, ASX and Treasury Wine Estates

Positive results across this trio of companies have prompted Morningstar to lift fair value estimates for each of them, but it's not all good news.
markets

Global Market Report - 20 August

The Australian share market is expected to open slightly higher amid reports of stimulus efforts in China and Germany’s move to calm fears of a global downturn.
stocks

Earnings wrap: Star Entertainment, Domain, Healius

Star's luck may be turning, while more real estate listings and more GPs suggest things may be on the up for Domain and Healius.
stocks

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 16 August.
markets

Global Market Report - 19 August

The Australian share market is expected to open higher after a positive lead from overseas at the end of last week.\n 
personal-finance

Investing basics: what is a bond?

As the world frets over the inverted yield curve and the ominous warning of a global recession, it’s worth examining how fixed interest, and bonds in particular, work.
investing

Friday fundamentals webinar: navigating the new morningstar.com.au

The head of Morningstar Australia's Individual Investor business walks through some of the latest features that have been added to the new website, which is currently available to Premium subscribers and triallists.
markets

Are interest rates heading negative Down Under?

There is a chance that negative interest rates could hit Australia in the near future, according to several global fund managers.
stocks

Looking back at the banks and the best CEOs

In this Ask the Expert special, David Ellis reflects on his time covering the banking sector, how lenders began to but profits before customers, and why he rates Gail Kelly so highly. 
markets

Global Market Report - 16 August

The Australian share market is expected to open lower after a mixed session on Wall St where investors juggled mixed messages of a strong consumer and dropping US Treasury yields.
fixed-income

What record low bond yields mean for investors

A record low for Australia's 10-year bond yield, which last week dipped below 1 per cent, may prompt a change in some investors' fixed-income portfolio positioning, says Brad Bugg.
markets

Investing basics: what is an inverted yield curve?

The ins and outs (or rather, ups and downs) of the yield curve, as explained by Morningstar's director of investor education.
stocks

Earnings wrap: Telstra, Woodside Petroleum

Telstra and Woodside Petroleum posted bumpy results but underlying fundamentals are strong in Morningstar's eyes.
retirement

6 investing hacks in a low interest rate world

Finding a stable income as rates plumb new lows is tough but attractive options do exist – here are six to consider.
stocks

Earnings wrap: CSL, Pact Group

CSL's profit boost and solid outlook have earned it a fair value upgrade, while Pact Group remains undervalued despite a dividend cut and debt woes.
stocks

9 defensive global stock picks

These high-quality companies, including Bristol-Myers Squibb, Roche and Imperial Brands, span a broad range of sectors and represent good value at current levels, according to Morningstar.
etfs

ETF versus index fund: which is more tax effective?

Tax efficiency is one of several reasons why investors have flocked to exchange-traded funds, prompting Morningstar to ponder how they compare to traditional index funds on this basis.
stocks

Examining CBA's 'messy' result

Morningstar's David Ellis explains why CBA delivered such a 'messy' result and why the home loan book of Australia's largest lender is a strength, not a weakness. 
markets

Global Market Report - 15 August

The Australian share market is expected to open sharply lower after a major sell-off on Wall Street, fuelled by a yield curve inversion, which typically precedes a recession.
stocks

Earnings wrap: Magellan, JB Hi-Fi and Challenger

Magellan's stellar result has earned a fair value upgrade, while JB Hi-Fi's sales defied downbeat forecasts and Challenger expects the Hayne pain to persist.
retirement

Aussie retirees at risk from lower rates

Record-low cash rates and bond yields are putting retirees in a dangerous position, forcing them into riskier assets as they search for sustainable income streams.
markets

Global Market Report - 14 August

The Australian share market is expected to open higher after a positive lead from Wall Street as the US agreed to delay a 10 per cent tariff on Chinese goods.
stocks

Buffett a long-term value play as recession fears bite

With a potential recession looming in the US, shares in Warren Buffett’s investment juggernaut Berkshire Hathaway could be a good long-term bet.
markets

Is China using the trade war to mask slow-down?

China's economic slowdown began before the trade war and the Middle Kingdom is using it to justify slower growth, a new Morningstar report suggests.
stocks

Lithium player Albemarle still undervalued, says Morningstar

The joint venture formed with Australia's Mineral Resources should help alleviate downward pressure on lithium prices, with current oversupply levels viewed as temporary.
markets

Global Market Report - 13 August

The Australian share market is set to open lower today after a negative lead from Wall Street brought on by simmering geopolitical tensions and trade fears.
stocks

Pharma, biotech most undervalued US healthcare industries

These industries are the most undervalued in the US healthcare sector, owing to potential drug pricing reforms coming out of Washington.
stocks

Lower Aussie dollar creates both opportunity and risk

A weaker Australian dollar boosts the appeal of Australian companies to foreign predators and may create opportunities for investors but caution is advised.
stocks

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 9 August.
markets

Global Market Report - 12 August

The Australian share market is expected to open lower after a negative lead from overseas at the end of last week including renewed jitters over trade.
stocks

Earnings wrap: CBA, Suncorp and AMP

Despite a 4.7pc profit hit, CBA remains fairly valued, according to Morningstar, while Suncorp has made a wise management move, and AMP has had some rare good news.
markets

Global Market Report - 9 August

The Australian share market is expected to open higher after a positive lead from overseas, which included the S&P posting its biggest daily gain in two months.
personal-finance

Investing basics: everything you need to know about reporting season 2018-19

Reporting season can feel like a rollercoaster ride. Emma Rapaport's latest Investing Basics article tells you important things you need to know to get through the month.
stocks

What's next for the FAANGs?

Netflix, Alphabet and Facebook have all reported financial results in recent days, and it's business as usual for the US tech giants, despite the threat of regulatory action and a record $5 billion fine for Facebook
stocks

Where to find a 6pc yield in a low-rate world

By using Morningstar's stock screener we have unearthed a swag of companies offering dividend yields of between 6 and 9 per cent.
funds

Why investment trusts use gearing

The AIC's Annabel Brodie-Smith talks to Morningstar's Holly Black about the risks and rewards of borrowing for investment trusts.
stocks

Key man risk looms large for long-short funds

Morningstar's downgrade of long-short funds run by Antares and Tribeca following senior stock picker departures highlights the personnel risk of such strategies.\n 
markets

Global Market Report - 8 August

The Australian share market is expected to open lower after a mixed session on Wall Street.
markets

Trade war reignites over China currency, spooking Aussie markets

China branded ‘currency manipulator’ by US for letting its currency fall to a 10-year low against the dollar, spooking local and global markets.
markets

Global Market Report - 7 August

The Australian share market is expected to open higher after Wall Street clawed back some of its losses of the previous day.
etfs

Vanguard's suite of multisector ETFs bags four Morningstar golds

Vanguard’s ultra-cheap ETFs are a sound option for diversified coverage, says Morningstar’s Donna Lopata.
funds

Montgomery Fund losing its competitive edge

Morningstar has downgraded The Montgomery Fund, citing high fees and a 'go-anywhere' strategy, including a high cash allocation, which has weighed on returns.\n 
stocks

2 global stocks with investor upside

Industrial supplier Ingersoll Rand and telco infrastructure company American Tower hold solid investor appeal, explains Alphinity's Jonas Palmqvist.
stocks

Change is in the air for global stocks

Consumer cyclical stocks may tick upward in the coming months, though earnings downgrades still outnumber upgrades for now, says global equity portfolio manager Jonas Palmqvist.
markets

Global Market Report - 6 August

The Australian share market is expected to open sharply lower after big losses on Wall Street overnight amid an escalation in the trade war.
stocks

Morningstar begins Atlassian coverage

The Aussie start-up turned US tech darling has made a name for itself in direct-to-market management software.
stocks

Shifting fortunes among coal, nickel and copper miners

Iron ore and gold have been the strongest commodity performers in 2019 so far, but many of the largest miners are over-priced, says Morningstar's Mat Hodge.
stocks

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 2 August.
markets

Global Market Report - 5 August

The Australian share market is expected to open flat a day ahead of the central bank's decision on interest rates while trade fears hurt US indexes.
personal-finance

Investing basics: 5 essential tips for young Aussie investors

Tips on getting the most bang for your investment dollars when you're just starting out.
markets

Global Market Report - 2 August

The Australian share market is expected to open lower as the local currency falls against the US dollar and Donald Trump opens a new front in the trade war. 
retirement

DIY super without the SMSF hassle

You don't need to wear the expense and complexity of an SMSF to pick stocks and other vehicles for your retirement fund.
etfs

Regulator descends on rapidly expanding active ETF market

The regulator is worried about the opacity of the active exchange traded fund market.
stocks

Ardent, Computershare forge place in Morningstar best ideas list

Ardent Leisure's upbeat recovery outlook and Computershare's earnings strength have scored them spots in Morningstar’s latest best stock ideas list.\n