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personal-finance

15 New Year's resolutions to get you on track in 2020

Pooling your super? Losing weight? Forgoing restaurants for a packed lunch? We've asked some of Morningstar's finest to share their financial New Year's resolutions.
personal-finance

Investment adages that don't make sense

There are four investment bromides that can be safely ignored, and yet they will never become extinct.
markets

Global Market Report - 31 December

The Australian share market is tipped to close out the decade with another session in the red as Wall Street continues to pull back from record highs.
personal-finance

Investing for kids' education not as easy as ABC

Kicking-off an education fund for your children or grandchildren is a worthy new year's resolution, but you should weigh the options carefully.
personal-finance

How do your financial priorities stack up with our pyramid?

Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.
markets

Global Market Report - 30 December

The Australian share market is expected to start the week lower following a stutter in Wall Street's year-end surge.
funds

Vanguard won the loser's game

Morningstar US columnist John Rekenthaler on how an outsider conquered the fund industry.
markets

Global Market Report - 27 December

Australian stocks are set to open slightly lower after the Christmas break despite record gains in the US, spurred by retail sales and trade optimism.
stocks

Investments you had your eye on in 2019

Here are the 10 most popular investments on Morningstar for 2019.
markets

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 20 December.
stocks

Boeing hires new CEO

Morningstar has maintained its fair value estimate for Boeing, saying the axing of the airline’s chief executive Dennis Muilenburg has no effect on cash flow assumptions.
markets

Global Market Report - 24 December

The Australian share market is expected to open flat despite record closing gains on Wall Street overnight.
stocks

10 most popular articles of 2019

Your tastes can be summed up in three words: dividends and franking credits.
stocks

Biggest Australian stock upgrades of 2019

The value of these companies rose over the course of 2019, even if neither their share price gains, nor affordability shot the lights out.
markets

Global Market Report - 23 December

The Australian share market is expected to open lower despite gains on Wall Street at the end of last week.
markets

Morningstar year in review 2019

Morningstar analysts look back at a year marked by a plunge in interest rates, shocks for the banking sector, China's vast appetite for iron ore, and the Coalition's upset election win.
markets

Note from the editor - 21 December

We're careering toward the end of 2019, a year in which stock markets have continued their record bull run. 
personal-finance

Investing basics: give the gift of wealth

A few shares in a high-yielding stock or a financial book may be the gift that keeps on giving.
stocks

How the Morningstar wide moat stocks did in 2019

Monopoly-like companies posted solid returns but look overheated while the big four banks dragged the chain after a turbulent year.
stocks

What lies ahead for ASX, global markets in 2020 - Part 2

Tension between big business, government and the Reserve Bank will spill into the new year and Australia's banks will likely remain under pressure.
markets

Global Market Report - 20 December

The Australian share market is expected to open lower despite new records on Wall Street overnight, prompted news a trade deal will be signed in January.
funds

The best and worst Aussie equity funds of 2019

We sort the wheat from the chaff in a year marked by record low rates, weak growth and trade tensions.
markets

Adviser Research Centre tutorial: 2019 in Review

Tony Gangemi, Senior Product Manager Adviser Software, runs through the events of 2019, and some great new features made available to advisers on ARC.
personal-finance

Morningstar Summer Reading List – 2019/20

We asked Morningstar staff what they planned to read this summer and they responded with an eclectic mix of psychology, self-help, business management, current affairs and American history.
funds

Advisers and investors in the dark on LITs and LICs

When a code of ethics determines whether a selling fee can be accepted on a LIT or LIC, a conflict of interest for one adviser could be a normal business activity for another. Advisers are confused. 
markets

Firstlinks newsletter - 19 December

Where to now for LICs and LITs? 3 overlooked investment lessons, mitigating equity risk, new property type, trading techniques, retirement spending.
markets

Global Market Report - 19 December

The Australian share market is expected to open lower despite gains on Wall Street overnight as investors wait for the latest unemployment data.
stocks

What lies ahead for ASX, global markets in 2020 - Part 1

The record stock market returns of 2019 are unlikely to be repeated next year or any time soon, says Morningstar’s Peter Warnes.
markets

Global Market Report - 18 December

The Australian share market is expected to open lower after a mixed lead from overseas.
retirement

Getting your investment risk right

Minimising the potential of negative returns while remaining invested in the market is a balancing act as volatility ticks up and interest rates languish.
personal-finance

5 portfolio moves to consider before year-end

Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
stocks

Healthy mining dividends tipped for 2020 despite ore price threat

The world's largest mining company BHP Billiton may outperform Rio Tinto and Fortescue Metal Group in 2020, as the risk of an iron ore price collapse hangs over the Big Australian's competitors.
markets

Global Market Report - 17 December

The Australian share market is expected to open higher after a positive lead from overseas.
funds

Fund giant feels heat in ETF fee war

State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.
retirement

How much can retirees spend and not run out of money?

The '4 per cent withdrawal rate' is a commonly-used safe amount to take from retirement savings and not run out of money. But this may lead to frugality when retirees could enjoy a better lifestyle.
markets

UK decides: stocks hit record but Brexit looms

Sterling and UK shares surged as the scale of the Conservative party’s victory emerged last Friday, writes Morningstar UK's James Gard.\n 
markets

UK election 2019: The Morningstar View

Morningstar Investment Management's Mike Coop looks at the likely impact of the Conservative election win on UK equities.
stocks

3 top picks: medical tech, bank and telco

US President Trump’s trade war with China is a telco tailwind for Ericsson, says Fidelity’s Amit Lodha, who also likes medical technology firm Boston Scientific and Indian bank Kotak Mahindra.
markets

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 13 December.
markets

Global Market Report - 16 December

The Australian share market is expected to open higher after the announcement of a “phase one” US-China trade deal at the end of last week.
markets

Note from the editor - 14 December

Boris Johnson’s landslide win, investors need to seek out the "Switzerlands", the Saudi Aramco US$25 billion IPO, and the shock departure of A2 Milk CEO Jayne Hrdlicka.
funds

Fund spy: High cash balances hinder fund performance

Historically low interest rates have dented the reputation of cash as a financial security blanket.
etfs

What is behind the ETF gold rush?

Gold ETFs have proved popular with Australian investors in 2019, but is owning gold ETFs the same as owning physical gold? Morningstar analyst Ksenia Zaychuk explore the ways investors can get exposure to gold and the associated risks.
etfs

Aramco won't have much impact on major indexes. Here's why.

Most index-fund owners won't notice a difference.
markets

Global Market Report - 13 December

The Australian share market is expected to open higher after Wall Street gained overnight amid new hopes of a US-Chinese trade truce.
funds

Investors hunting for 'Switzerland'

Investors are scrambling for safety as geopolitical tensions fuel the hunt for investable countries and ideas, says Fidelity’s global portfolio manager Amit Lodha.
markets

Firstlinks newsletter - 12 December

Time for money chats, millennial investing, hot and cold APRA heatmap, $60 billion ETFs, retirement living, property in SMSFs, decade of performance.
etfs

ASIC lifts 'pause' on active ETF listings

Australia's corporate watchdog has lifted the six-month suspension of opaque exchange-traded funds following a review, clearing the way for new products to come to market.
markets

Global Market Report - 12 December

Australian stocks are set to open lower as the US Fed kept rates on hold and signaled that borrowing costs are likely to remain unchanged indefinitely.
stocks

Software firms, chipmakers among global manager's top picks

Specialised tech companies ServiceNow, Taiwan Semiconductor and ASML are singled out as appealing investment opportunities by asset manager Capital Group.
stocks

Don’t abandon stocks amid rising market risk

Low interest rates and a generally gloomy investment outlook magnifies the importance of picking quality, defensive companies for your portfolio, says Investors Mutual’s Hugh Giddy.
markets

Global Market Report - 11 December

The Australian share market is expected to open flat after Wall Street stocks dipped overnight towards the close.
stocks

Best Stock Ideas webinar | December 2019

Morningstar's Director of Equity and Credit Research Australia & New Zealand, Adam Fleck, is joined by members of the research team to discuss December's Best Stock Ideas list.
fixed-income

BondAdviser & Best Stock Ideas webinar | 5 December 2019

BondAdvider's Nick Yaxley and John Likos walk through the BondAdviser hybrid research.
stocks

5 Asian stocks for your pick list

A bank, retail property developer and hygiene products company are among these five new additions to Morningstar's list of undervalued Asia large- to mid-cap stocks.
personal-finance

Why investment goals are more useful than benchmarks

Using benchmarks are an ineffective way to track your portfolio performance unless your entire approach is built around indexes, writes Morningstar's Sarah Newcomb.
markets

Global Market Report - 10 December

The Australian share market is expected to open flat or slightly lower after stocks on Wall Street dipped overnight.
personal-finance

Investing basics: active ETFs explained

Exchange-traded funds are getting active. Learn more about active ETFs and whether they're right for your portfolio. 
stocks

Leadership change at A2 Milk doesn't harm business outlook

The surprise exit of CEO Jayne Hrdlicka and other looming changes to A2 Milk's executive ranks won't hinder the company's longer-term earnings, says Morningstar's Adam Fleck.  
markets

Note from the editor - 7 December

The risks of passive investing; small-cap funds that went from worst to first; why Coles and Woolworths face a new normal of profit margins and how much is enough to retire?
personal-finance

Why investing shouldn't be exciting

Betting on an emerging Australian success story and its sometimes stratospheric early-stage share price gains is alluring for investors, but comes with a high risk of capital loss.
markets

Global Market Report - 9 December

The Australian share market is expected to open higher after a positive lead from Wall Street at the end of last week.
markets

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 6 December.
stocks

Supermarkets' best days are behind them

The golden days for Australia's supermarket duopoly are coming to an end, says Morningstar's Johannes Faul.
stocks

Where in the world can stock investors find value?

US stocks hold only sparse opportunities for investors but parts of emerging Asia such as Korea and Japan are attractive, says Morningstar’s Daniel Needham.
funds

Fund spy: Small-cap funds that went from worst to first

As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and focus on the outperformers.
markets

Global Market Report - 6 December

The Australian share market is expected to edge up at the start of trade after a slightly positive lead from Wall Street.
markets

Firstlinks newsletter - 5 December

FONGO to FOMO, nowhere to hide cash, Shane Oliver's 20 great quotes, retirement worries but advice shunned, SMSF battleground, valuation, remuneration.
markets

Sorry, there’s no real place to hide

Billions of dollars of personal savings are flowing into 'fixed interest' funds, but do investors understand the risks? These funds have a place but they are not a short-term haven for worried retirees.
stocks

Euro small caps among Bell’s top picks

Global small- and mid-cap stocks still hold appeal for this manager, including Spanish airline booking and luxury goods companies Amadeus and Moncler.
markets

Global Market Report - 5 December

The Australian share market is expected to open higher after stocks on Wall Street rebounded overnight.
retirement

How much super do you need in retirement?

Around 25 per cent of self-managed super fund trustees are at risk of running out of money or having to accept a less-than-adequate lifestyle in retirement, a recent study shows.
stocks

Investors too bullish on Coles and Woolies, says Morningstar

Australia’s biggest supermarkets are successfully defending their turf but high profit margins are ancient history, says Morningstar’s Johannes Faul.
stocks

Bingo leaves nothing to waste

What began as a small family operation has become a $1.9bn company, with a successful acquisition strategy.
stocks

Caltex rebuffs $8.6bn bid from Canadian suitor

The price offered by convenience store operator Alimentation Couche-Tard was too low to tempt the Caltex board, says Morningstar's Mark Taylor.
markets

Global Market Report - 4 December

The ASX is set to fall further following a negative lead overseas, prompted by Donald Trump’s comments that he has no deadline for a trade deal and it might have to wait another year.
stocks

Will there be a Santa rally this December?

The Australian equity market has risen in December more times than it's fallen over the last 25 years, and this Christmas also looks set to be a merry one for local investors. 
markets

Is gold a good place for investors to hide?

Low interest rates, volatile stock markets, ongoing US-China trade uncertainty and UK's looming Brexit election are a few reasons investors may be leaning toward gold as a safe-haven asset.
personal-finance

Staying on budget over the holidays

You might overspend because of “wealth effect”, or to keep up with the Joneses, but Morningstar’s Christine Benz has some ideas on how to not go over your budget.
markets

Fall in Aussie dollar could boost offshore asset values

Any decline towards US62c could further enhance the gains on offshore assets, which experts claim offer greater diversity than the limited choice of investments at home. 
markets

Global Market Report - 3 December

Australian shares are set to tumble at the open amid negative leads overseas and the US’s move to restore tariffs on US metal imports from Brazil and Argentina.
stocks

Westpac forges place in Morningstar Best Ideas list

Despite the brand damage of the money-laundering scandal, the big four bank has an upbeat outlook and joins Twinkie-maker Hostess among the top stocks.
markets

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 29 November.
markets

Global Market Report - 2 December

The Australian share market is expected to open slightly higher despite a negative lead from overseas at the end of last week.
funds

Why abandoning active funds is dangerous for investors

Surging demand for passive investments doesn't mean investors should abandon active funds altogether, which would be dangerous and detrimental.