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personal-finance
Investing basics: 5 things to look for this reporting season
February is once again upon us and Australian listed companies are reporting their half-year results. We've tapped one of Morningstar's equity analysts for the top five things he looks for when reviewing results.
stocks
Facebook, Amazon surpass expectations in Q4 earnings
Internet behemoths Facebook and Amazon have beaten market expectations in delivering solid earnings results for the fourth quarter of fiscal 2018.
markets
Global Market Report - 1 February
Australian shares are likely to open flat after a mixed session on Wall Street overnight.
markets
British PM returns to Brussels as Brexit clock ticks
A series of votes on amendments to May's Brexit plan has left the Prime Minister with a large task ahead as the clock ticks towards the scheduled date of EU withdrawal
markets
No rate hikes tipped for 2019 as Fed becomes more dovish
As expected, the US Federal Reserve has left rates unchanged, and adopted a 'patient' stance on future moves.
etfs
Index investors 'get what they don't pay for'
The late Vanguard founder, Jack Bogle, was a committed believer in index investing and the Cost Matters Hypothesis, says Morningstar's Russ Kinnel.
markets
Global Market Report - 31 January
Australian shares are expected to open higher as the big miners ride surging iron ore prices that have increased more than 10 per cent since Monday.
stocks
ETP sector's $42bn edges past LICs
Australian exchange-traded products held more than $42 billion by December last year, edging out listed investment companies total FUM for the first time.
funds
3 up-and-coming investment funds to watch
A knack for identifying companies capable of doubling sales, forensic fundamental analysis, and a trailblazing approach to bonds have put this trio of funds on Morningstar's radar.
stocks
One of the most undervalued stocks you've never heard of
Automotive seat maker Adient may be trading at a discount of more than 70 per cent but investors looking for a quick kill will have to be patient, because the turnaround risks being long.
markets
Global Market Report - 30 January
Australian shares are set to follow Wall Street lower as fears mount that a slowing Chinese economy and tariffs will rattle US corporate profits.
stocks
TPG decision will shake-up Aussie telco sector
TPG's abandoning of its mobile network plans holds two powerful implications for the company and its competitors, particularly Telstra, says Morningstar's Brian Han.
retirement
SMSFs seek exotic investments amid asset class decline
Frozen semen, taxi plates, and water vending machines are among the most exotic assets popping up in the portfolios of SMSFs new analysis reveals, even as the asset class continues to decline in popularity.
stocks
4 tech giants look cheap ahead of earnings
It's a full week of earnings, with Apple, Amazon, Facebook, and Microsoft all trading in 4-star range ahead of their reports.
stocks
Apple iPhone sales slump 15pc in disappointing quarter
Apple's attempt to offset demand for slowing sales of its flagship product have backfired, after sales sagged during the holiday shopping season.
retirement
Investors urged to keep calm in face of corrections
The wealth of Australian households could fall this year as property prices drop and as share prices possibly correct further.
markets
Global Market Report - 29 January
Australian shares are set to follow Wall Street lower as fears mount that a slowing Chinese economy and tariffs will rattle US corporate profits.
stocks
Top 10 articles of last week
The upbeat outlook for listed real estate trusts dominated coverage last week, while the debate over Labor's franking credits policy continues to rage, and super returns limped into positive territory.
personal-finance
Investing basics: 5 essential personal finance podcasts
Finance and investing can sometimes feel inaccessible and opaque. A good podcast is a great gateway for the curious to access the world of money.
stocks
Challenger knocked by PC concerns, margin pressures
Morningstar has tempered its outlook for Challenger Financial, on the back of management's slashed earnings guidance for the first-half of fiscal 2019 and regulatory uncertainty.
markets
Global Market Report - 25 January
The Australian share market appears poised to open higher following a mixed overnight session on Wall Street.
funds
Spooked investors, market sell-off create opportunity
US stocks are still considered broadly expensive, but consumer staples is one area where lower valuations are creating opportunity, says Morningstar Investment Management’s Bryce Anderson.
stocks
NAB follows suit, hikes mortgage rates
NAB has finally joined its big four rivals in hiking variable mortgage rates, citing funding costs and shareholders.
stocks
3 top ESG stock picks
Australian biotech CSL ranks among this multinational trio of successful stocks that meet a raft of environmental, social and governance criteria.
stocks
Aussie companies urged to return cash as franking debate intensifies
Australian companies are being urged to return cash to shareholders as investors face the prospect of Labor returning to office and axing cash refunds for excess franking credits.
personal-finance
Investors rethink property amid east coast price dive
Tumbling house prices may be forcing investors to question the merits of property investment versus other asset classes such as shares and bonds.
markets
Global Market Report - 24 January
Australian shares are set for a subdued open as Wall Street struggles for direction, with Chinese trade tensions and global growth concerns offsetting positive US earnings reports.
personal-finance
Measuring sticks of the investment world
As a concept, the index has evolved hugely since Charles Dow created the first one in 1884, but what exactly are indices and what do they do?\n
retirement
Superannuation returns scrape into the black
Super funds delivered their worst performance in seven years during 2018, returning an average of just 0.8 per cent across growth funds, research shows.
stocks
Mining for value in a shifting world
Parts of the mining sector still hold opportunity despite the changing dynamics of global energy consumption, slower Chinese growth and the rise of electric vehicles, writes Anthony Fensom.
stocks
Auto stocks sputter as global pressures mount
Job losses, falling sales, emission scandals and the rise of electric vehicles have harmed sentiment towards auto stocks, which are now trading at low valuations.
funds
International exposure can bring big benefits, says Morningstar
Minimising home bias within their portfolios should be a key focus for Australian investors in 2019, says Tim Murphy, director of manager research, Morningstar Australia.
markets
Global Market Report - 23 January
The Australian share market is tipped for an early slump as a gloomy global growth outlook and weak company forecasts end Wall Street's four-day rally.
stocks
Netflix appeal wanes amid cash burn, competition
Netflix ended 2018 on a strong note, but its ongoing use of cash and increasing competition from the likes of NBC, Universal and Disney hurt its prospects for 2019.
stocks
Sims Metals stocks dive after earnings disappointment
Stocks in metals and electronics recycling giant Sims Metal Management plunged 16 per cent yesterday after the company released a disappointing first-half earnings update.
stocks
Listed real estate set for another good year
AREITS are tipped to build on strong momentum and outperform the overall share market this year as investors adopt more defensive positions to combat volatile share markets.
funds
Why cash appeals when volatility peaks
Increasing your cash allocations can protect capital when the risk-reward trade off of being fully invested doesn't make sense.
stocks
5 undervalued global heavyweights
Telecoms, anti-cancer treatments and state-of-the-art computer chips are just some of the areas where Morningstar sees opportunities among global stocks.
markets
Global Market Report - 22 January
The Australian share market is set for a flat open following a downgraded global economic forecast, with no overnight lead from Wall Street on account of a US public holiday.
stocks
5 US mega-stocks set to announce earnings
Chipmaker Intel and household name tech firm IBM are due to announce quarterly earnings this week, alongside Procter & Gamble, Johnson & Johnson and Starbucks.
markets
US shutdown more 'sideshow' than market mover
As the US Government shutdown moves into its fifth week, investors have growing concerns about what it will mean for the stock market
markets
Global Market Report - 21 January
The ASX is tipped for an early lift on US-China trade optimist, but analysts fear the latest Chinese data will confirm a significant slowdown for Australia's major trade partner.
stocks
Top 10 articles of last week
Our look at how the big four banks will fare in a challenging year ahead topped last week's coverage, alongside a deep dive into five undervalued global stocks and the ongoing chaos that is Brexit.
etfs
Australian ETF industry to hit $50bn in 2019
Australia's exchange-traded-fund industry is expected to deliver another record-breaking year, hitting the $50 billion mark in 2019, according to one ETF provider.
etfs
Vanguard founder and ETF pioneer Jack Bogle dies
Millions of investors are better off because of Bogle's innovations and adherence to the notion that investing should be as cheap as possible and for the long term.
etfs
3 predictions for Australian ETF industry in 2018
Total assets under management within the exchange-traded funds industry could rise as high as $45 billion in 2018, says BetaShares' Ilan Israelstam.
markets
Global Market Report - 18 January
The Australian sharemarket is expected to open higher after Wall Street made solid gains overnight.
personal-finance
Investing basics: How to start investing with just $500
Think you have to have a wad of cash before you can try your hand at playing the market? Think again. We outline some ideas to pop your investing cherry.
funds
Finding good returns in alternatives
When all else is falling, alternative asset classes such as hedge funds, soft commodities, emerging market debt and banks loans can offer decent returns, says Morningstar's Brad Bugg.
markets
Key economic dates of 2019
Several key domestic events will occur in 2019, including the handing down of the banking royal commission's final report, and elections of both federal and state NSW governments.
markets
What Brexit chaos means for Australian investors
Australia remains relatively insulated from the Brexit drama playing out between the UK and European Union, insists Prime Minister Scott Morrison.
markets
Global Market Report - 17 January
The Australian share market is expected to open slightly higher after US stocks rose following Theresa May's defeat of a no-confidence vote in the UK parliament.
retirement
Industry shuns PC's 'best in show' super reforms
Representatives from across the superannuation sector have slammed the Productivity Commission's controversial 'best in show' list as disruptive, bad for the economy and harmful to consumers.
markets
Global Market Report - 16 January
The ASX is expected to open flat after finance markets were pulled in opposite directions by optimism about the Chinese economy and pessimism about the defeat of the proposed Brexit deal.
stocks
IOOF acquisition of ANZ OnePath on shaky ground after further delays
IOOF says its contract covering buyout of ANZ's pension and investments business OnePath has been delayed by at least three months, amid doubts over the deal's future.
markets
Gold and copper bounce but trade war threatens prices
Spot prices for gold and copper rallied last week - but longer term, the trade dispute between US and China has weighed on metals prices.
markets
Theresa May loses Brexit deal vote in UK parliament
UK Prime Minister Theresa May has lost her Brexit deal vote in the House of Commons by 432 votes to 202 - the biggest UK government defeat in history
stocks
$2bn buyout for Navitas tipped to get green light
Morningstar expects the new offer for the adult education provider to succeed, lifting its fair value estimate by 5 per cent in response.
etfs
Changes ahead for ETF investors
The inclusion of mainland China shares in more indexes including S&P Global, an expanding menu of active ETFs, and the potential for more ESG-focused funds are among trends investors can expect in 2019.
personal-finance
Young Aussies focus on income goals over retirement
Younger Australians are more focused on short term financial goals; prioritising managing their income, expenses and savings over retirement planning.
stocks
Big four strong enough to withstand mounting pressures, says Fidelity
2019 is shaping up to be a challenging year for Australia's banks. But Fidelity International's Kate Howitt says the big four should be able to withstand the pressure.
markets
Global Market Report - 15 January
The Australian share market is expected to rise when it opens despite falls on overseas stock markets and base metals prices.
markets
Halting Brexit "catastrophic" says PM May
British Prime Minister Theresa May has warned MPs that failing to deliver Brexit would be catastrophic for democracy, two days before parliament is expected to reject her deal with Brussels.
stocks
Top 10 articles of last week
Our look at six downgraded global stocks worth considering led this week's coverage, alongside a $105bn cancer drug mega-merger, and why you should be sceptical about the 'January effect' and other myths.
stocks
IPO market tipped to stall as sluggish growth bites
IPO activity is expected to slow this year amid sluggish growth rates and expectations that tightening monetary policy will cap capital raisings.
stocks
Trade Me fair value boosted on strong likelihood of takeover
Morningstar has increased its fair value estimate for popular New Zealand classified website Trade Me after giving British private equity firm Apex Partners' takeover offer a strong likelihood of success.
markets
Global Market Report - 14 January
The ASX is set to open higher, after base metals prices rose at the end of last week and US stocks pared losses, as hopes rise about an easing of US-China trade tensions.
fixed-income
What to expect from bonds in 2019
Fixed income assets will be even more important to investors’ capital preservation strategies this year than last, but some sectors are safer than others, says John Likos.
personal-finance
Investing basics: what is robo advice?
What are the benefits and risks of going robo for financial advice? And is robo advice right for you?
personal-finance
3 Aussie robo-advisers and what they offer you
Whether you're completely turned off at the thought of automated financial advice, or keen to give it a try, so-called robo-advice is gaining in popularity around the world.
markets
Black Friday boosts retail spend but it may be short lived
Retail spending rose 0.4 per cent in November, beating market expectations, in a sign that Australians have embraced the Black Friday and Cyber Monday discount sales.
funds
Risk, return and the share price triple threat
The challenge of creating a quality-focused share portfolio using only Aussie stocks is one of several reasons why a broader focus is important, says Morningstar Investment Management’s Peter Bull.
markets
Global Market Report - 11 January
Australian shares are set for an early lift despite fading trade optimism, with investors awaiting the latest retail data.
stocks
Tax tips: guide to shareholding and trading as an investor
The key tax advantage for a share trader is that losses can be offset against other income.
stocks
Plastic packers hold up despite 40pc dive in oil price
An oil supply glut has prompted a reduction in Morningstar's near-term oil price forecast, but has failed to dent its positive outlook on plastic packaging companies Amcor and Pact Group.
stocks
Why a share price slump does not always mean buy
Disciplined investors always urge others to buy on the dips - but not all stock market falls create buying opportunities.
retirement
Super changes could mean $500,000 boost
Australians could retire with an extra $500,000 in superannuation if the federal government makes changes to the $2.8 trillion sector, according to a new report.
markets
Global Market Report - 10 January
The Australian share market is set to edge higher again as trade optimism between China and the US continues to lift global equities and commodity prices.
stocks
6 downgraded global stocks worth considering
Just because a company has been downgraded by Morningstar doesn't mean investors should sprint for the exits, writes Susan Dziubinski.
stocks
Fall in tech stocks no bar to Seek's prospects
The recent sell-off in tech stocks will have little effect on Seek's earnings outlook, says Morningstar, as the online job site looks to leverage its offshore expansion strategy.
personal-finance
The rational investor is dead
The banking royal commission and other inquiries have shown product disclosure regulations alone are not enough to protect investors, especially from themselves, says The Chaser’s Julian Morrow.
stocks
Schlumberger, Wells Fargo crack global best ideas list
Oilfield services giant Schlumberger has joined integrated utility Entergy Corp and financial powerhouse Wells Fargo & Co in Morningstar’s global equity best ideas list.
markets
Global Market Report - 9 January
Australian shares are set to climb again as global markets rally on trade talks between China and the US, which have entered a third day.
markets
Banks brace for more Hayne pain this year
Australia's big banks are prepared for the worst ahead of the financial services royal commission's final report, which is due in a few weeks.
markets
US remains dominant macro theme in 2019
The resumption of a US-China trade war and the Fed’s ability to stave off recession are the most important global themes for Australian investors this year, says Morningstar’s Peter Warnes.
retirement
ASIC pushes ahead with fight for simpler super fees
The complex task of comparing fees charged by superannuation funds could soon get easier if new rules proposed by the corporate watchdog are enacted.
personal-finance
Beware the January effect and other investing myths
At this time of year, you’ll hear a slew of common investing myths, like the 'January effect'. Learn why you should be sceptical about seasonal market trends.
markets
Global Market Report - 8 January
Australian shares are set for a subdued open despite the imminent resumption of US-China trade talks, which helped fuel an overnight Wall Street rally.
funds
Emerging Asia and US equities appeal in 2019, says BlackRock
Global asset managers are looking to US equities and emerging markets to offer value in the new year despite ongoing geopolitical ructions.
stocks
Healius rejects $2bn takeover bid
Australian hospital operator Healius has rejected an 'opportunistic' $2bn takeover offer from its largest shareholder.
personal-finance
3 ways to cope in tough investment markets
Drowning out the noise and creating personal policy statements are among Christine Benz's top tips for sticking to your strategy as the market downturn bites.
stocks
Top 10 articles of last week
A look back at 2018 topped this week's coverage, which also examined Macquarie Group and A2 Milk, and weighed a topic many couples disagree on: when is a good time to retire and how much money should you have saved?
markets
Global Market Report - 7 January
Early gains are tipped for the Australian share market after Wall Street surged on stronger-than-expected jobs data, while the Aussie dollar has spiked back above 71 US cents.
markets
For emerging markets, technology is the new manufacturing
Technologies like mobile banking, robotics, electric cars and online retailing allow EMs to accelerate growth.
personal-finance
How to invest in the face of risk in 2019
Trade wars, Brexit, recession risk and rising interest rates - Morningstar Investment Management have identified four key concerns and how investors should tackle them.
markets
How many times will the Fed raise rates in 2019?
The US Federal Reserve hiked interest rates in December to take its 2018 tally to four. Can investors expect the same in 2019?
stocks
Apple shares look attractive
Our US$200 fair value estimate for the iPhone maker is unchanged as stronger services and wearables revenue should offset China weakness.
markets
Global Market Report - 4 January
Australian shares are set to follow Wall Street lower as weak US factory data and a revenue warning from tech giant Apple stokes fears of a global economic slowdown.
stocks
5 US stocks to watch in 2019
Can Apple, Facebook and oil giant Exxon shares recover, will Tesla's Elon Musk stay out of the news, and will Pinterest justify its US$10bn price tag?
stocks
2 drugmakers agree to $105bn mega merger
Bristol-Myers Squibb Co says it will buy Celgene Corp for about $105bn, combining two of the world's largest cancer drug businesses in the biggest pharmaceutical deal ever.
stocks
Healius receives $2.02bn takeover offer
Australian hospital operator Healius has received a non-binding $2.02bn bid from a unit of its largest shareholder, China's Jangho Group, to buy it out.
stocks
2 undervalued narrow-moat ASX stocks
Financial powerhouse Macquarie Group and infant formula brand A2 Milk marked a stellar 2018 by changing key personnel and bolstering their competitive advantage.
markets
Global Market Report - 3 January
Australian shares are tipped to rebound after a dismal start to 2019, though the local dollar has dipped below 70 US cents for the first time in nearly three years.
personal-finance
Most popular investments of 2018
Telstra, the big four banks and global-equity active funds were among the most researched investments among Morningstar.com.au members in 2018.
markets
Australian housing slump well beyond city limits
The big two markets of Sydney and Melbourne continue to drive a housing downturn but fresh property data shows the slump went well beyond city limits in 2018.
personal-finance
Beware the one-metric approach to investing
Smart investors prize metrics for what they surface, rather than deride them for what they can't.
markets
Global Market Report - 2 January
Australian shares are set to slide on the first trading day of 2019, while a late New Year's Eve rise on Wall Street couldn't steer the US market away from its worst year since 2008.
retirement
Franking fright: Labor plan sparks SMSF investment switch
More than 60 per cent of SMSF trustees say their share portfolio would shift away from local to overseas equities, according to a SuperConcepts survey.