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markets

Global Market Report - 1 August

The Australian share market is expected to follow US shares down after the Federal Reserve cut interest rates for the first time since the GFC.
markets

Fed cuts: boost for utilities but bad news for banks

The Fed’s interest rate cut is a boost for utilities and gold investment but will weigh on financial services, hurting yields and profitability, say Morningstar analysts.\n 
stocks

US floods give life to four-star agribusiness opportunities

Drought is ravaging parts of Australia but on the other side of the Pacific it’s another story, as flooding boosts the fortunes of several agricultural companies. 
markets

Global Market Report - 31 July

The Australian share market is expected to open lower after a negative lead from overseas, including a fall in US tech stocks.
funds

Beat the market: should you buy active ETFs, LICs or unlisted managed funds?

Knowing the nuances of these three structures can help you make shrewder investment decisions.
stocks

Lithium success will take time to fully charge

Lithium producers Albemarle and Livent have crossed into Morningstar five-star territory in recent months, but don’t expect a quick payoff.
stocks

2 US stocks to harness the "green rush"

With cannabis' popularity already growing, widening legalisation will further catalyse demand.
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 26 July.
markets

Global Market Report - 30 July

The Australian share market is expected to open higher despite a mixed session on Wall Street overnight as US investors brace for rate cut.
personal-finance

Is a bad mood bringing your savings down?

Buy now, pay later services, social media and peer group pressure are stopping people setting aside money but there are solutions.
retirement

Ageing Australia: retirement income and you

The ballooning pension bill and fears about rising costs of living risk drowning out the importance of annuities, which can provide a steady income stream.
markets

Secrets of the Money Masters part 4: Looking behind the bad news

Orbis Investments' Edward Blain talks to Morningstar's Tim Murphy
investing

Secrets of the Money Masters part 3: Why you should be greedy when others are fearful (and vice versa)

Orbis Investments' Edward Blain talks to Morningstar's Tim Murphy
markets

Secrets of the Money Masters part 2: Are markets becoming more or less efficient

Orbis Investments' Edward Blain talks to Morningstar's Tim Murphy
investing

Secrets of the Money Masters part 1: Why even the biggest crisis brings opportunity

Orbis Investments' Edward Blain talks to Morningstar's Tim Murphy
stocks

2 healthcare stocks at risk of a correction

Australian investors have enjoyed healthy gains on healthcare stocks, but some analysts are warning that companies such as CSL and Cochlear are at risk of a correction.
markets

Global Market Report - 29 July

The Australian share market is expected to rise at the start of trading following gains on Wall Street at the end of last week.
personal-finance

Online advice a close second to financial planning

People have resorted to the internet for tips on how to invest their money – and with surprisingly good results.
stocks

4 superior foreign stocks worth considering

These recent additions to the Morningstar Global ex-US Moat Focus Index represent good value and can help investors overcome their natural preference for home markets.
markets

Gold gains may cushion hard landing

It has been an impressive year for gold and further gains in its price can be expected as investors pile into the precious metal renowned as a safe haven asset, writes VanEck's Arian Neiron.
stocks

Iron ore prices won’t stay high for long, warns Morningstar

Miners Iluka and Oz Minerals still hold upside potential, even as investor optimism on iron ore prices is over-done and coal producers  emerge as greater value, explains Morningstar’s Mat Hodge.\n 
personal-finance

Morningstar InterPrac Webinar

Here is a recording of the Q3 webinar for any new InterPrac users to Adviser Research Centre (ARC). Also a useful refresher to existing users of how to maximise your use of ARC.
markets

What does PM Boris Johnson mean for markets?

The new UK Prime Minister is expected to cut taxes and boost spending, but a lack of clarity on Brexit is holding back UK shares and the pound.
retirement

Top-performing super funds for 2018-19: challenging times ahead

Super funds posted another stellar run, but clouds are building as assets reach peak valuation, warns Chant West.
etfs

Spotlight on 4 thematic ETFs

These four exchange-traded funds tap into key themes on the international investing landscape: biotech, China's new economy, AI and lithium.
markets

Global Market Report - 24 July

The Australian share market is expected to open higher after a positive lead from Wall Street, expectations of lower interest rates.
stocks

Harley Davidson too slow at winning new customers

Morningstar has slashed its fair value estimate for Harley Davidson, as the iconic motorcycle manufacturer's core customer base declines faster than it can target new buyers.
stocks

Investors connect with Telstra as restructure advances

The telco's share price has gained 38 per cent this year as it strives to adapt to industry change.
etfs

Thematic ETFs are hot, until they're not

These days there seems to be an exchange-traded fund for every emerging trend and while they are convenient, they are no guarantee of value and growth.
retirement

SMSFs and property: keeping it in the family

The "bank of mum and dad" remains a popular way to get onto Australia's property ladder, but there are considerations for all parties to be aware of, writes Anthony Fensom. 
markets

Global Market Report - 22 July

Australian shares are tipped to start the week lower following escalating tensions between the US and Iran and talk of a more modest rate cut by the Fed.
markets

Global Market Report - 23 July

The Australian share market is expected to open higher after a positive lead from Wall Street, expectations of lower interest rates. 
markets

The pros and cons of currency hedging

Now could be the time for investors to consider whether hedging offshore investments is the best approach, with expectations the Australian dollar will follow official interest rates lower.
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 19 July.
stocks

6 Asia-Pacific picks for your watchlist

These additions to Morningstar's list of undervalued companies across its Asia Pacific equity research coverage includes names from the automotive, energy, financial and pharmaceuticals sectors.
markets

Secrets of the Money Masters part 4: From old to new: the EM cycle

UBS Asset Management's Geoffrey Wong talks to Morningstar's Tim Murphy
markets

Secrets of the Money Masters part 3: The one thing you need to focus on in times of volatility

UBS Asset Management's Geoffrey Wong talks to Morningstar's Tim Murphy
investing

Secrets of the Money Masters part 2: Premiumisation: What is it and how can you benefit?

UBS Asset Management's Geoffrey Wong talks to Morningstar's Tim Murphy
investing

Secrets of the Money Masters part 1: Where can you get both growth and diversification?

UBS Asset Management's Geoffrey Wong talks to Morningstar's Tim Murphy
stocks

Lendlease deal huge but FVE unchanged

Morningstar has applauded Lendlease's historic development deal with Google but has left its fair value estimate for the Australian property giant unchanged as it had expected improvement.
stocks

CBA to put bad year behind it

The Commonwealth Bank has better times ahead, says Morningstar's David Ellis, who predicts a strong recovery in earnings, which will flow through to modestly higher dividends.
stocks

Return of the REITs

Australian real estate investment trusts are drawing record funds as interest rates fall.
stocks

A fireside chat with Magellan’s Hamish Douglass

Hamish Douglass looks back on the rocky route to Magellan, his exasperation at trying to predict the Fed’s rate moves, and the regulatory risks assailing the US tech stocks.
markets

Global Market Report - 19 July

The Australian share market is expected to open higher after a positive lead from Wall Street and increased momentum for a rate cut.
retirement

Too expensive, too complex: SMSF revolt builds

Big fees, mediocre advice, and time-consuming maintenance are among the reasons some trustees are seeing red.
stocks

Green shoots: Morningstar starts cannabis coverage

The legalisation of cannabis in Canada has boosted an industry that Morningstar forecasts will grow by nine times through 2030
markets

Global Market Report - 18 July

The Australian share market is expected to open lower after a negative lead from Wall Street overnight.
stocks

6 top-returning stocks of FY19

Mining and materials, financials, technology and other sectors feature in this list of Morningstar-rated ASX 200 companies that delivered the highest total returns in fiscal 2019.
stocks

Morningstar raises a glass to Japanese brewers

Sweeping changes to liquor tax laws are key to Morningstar’s decision to begin coverage of Japan’s global beverage giants Asahi and Kirin.
markets

Global Market Report - 17 July

The Australian share market is expected to open lower after a negative lead from Wall Street overnight.
stocks

AMP dismay is well-founded, says Morningstar

AMP appears to be stuck with its life insurance business after regulators scuttled the sale, which is likely to further restrict the group’s struggling wealth management operations.
retirement

'Deeming' debate here to stay: what it means for you

The dramatic fall in interest rates is depriving Australian pensioners of what they're deemed to be entitled to.
stocks

Looking at Amazon's future beyond Prime Day

In the midst of Amazon's annual Prime Day, which ends on 16 August US-time, Morningstar looks at the online behemoth's long-term plans.
markets

Bonds no longer boring as returns soar

US and Australian government bonds have posted returns of up to 13.5 per cent, writes Anthony Fensom.
stocks

Top 10 articles of last week

An examination of the perilous state of the economy topped our coverage this week, alongside a look at opportunities in healthcare and Morningstar's move to cover several cannabis stocks.
markets

Global Market Report - 16 July

The Australian share market is expected to open flat ahead of the release of the central bank's minutes from its last meeting.
funds

Investing should make you uncomfortable, says Platinum

Limiting yourself to locally-listed companies rules out a wide range of industries and the potential upside they bring to a diverse portfolio, says Platinum’s Andrew Clifford.
markets

Employment market at a turning point

The release of jobs data on Thursday will play a crucial role in determining whether the RBA drops the cash rate even further.
markets

Local share prices offset housing malaise

Investor demand for Australian shares should continue amid ongoing support from low interest rates and other fundamentals, say economists from Commsec and AMP Capital.
stocks

Is weed a responsible investment?

Do the medical applications of cannabis make it an ESG-positive investment? Or do the recreational applications make it a vice?
stocks

Bapcor motors ahead with business expansion

The slump in car sales has a silver lining for Australian parts specialist Bapcor, while its tentative Asia expansion could bear fruit.
markets

Global Market Report - 15 July

Australian shares are set to extend their losses at the opening despite record highs on Wall Street as lower US interest rates loom.
markets

Secrets of the Money Masters part 4: What are people getting wrong about China?

Platinum Asset Management's Andrew Clifford talks to Morningstar's Tim Wong
fixed-income

Secrets of the Money Masters part 3: Are interest rates a clear and present danger?

Platinum Asset Management's Andrew Clifford talks to Morningstar's Tim Wong
fixed-income

Secrets of the Money Masters part 2: The benefits of being flexible with currency

Platinum Asset Management's Andrew Clifford talks to Morningstar's Tim Wong
investing

Secrets of the Money Masters part 1: Here's why investing should make you uncomfortable

Platinum Asset Management's Andrew Clifford talks to Morningstar's Tim Wong
retirement

3 ways to combat retirement saving reluctance

These saving and spending adjustments can help overcome the natural ambivalence many of us have to tucking away money for retirement, says Morningstar's David Blanchett.
stocks

5 pot stocks join Morningstar coverage list

After tremendous growth fueled by legalisation, Morningstar analyst Kristoffer Inton estimates the global cannabis industry will grow nine times by 2030 - here's why.
markets

Global Market Report - 12 July

The Australian share market is expected to open lower following a mixed session on Wall Street overnight.
funds

Antares downgraded to 'negative' as fund linchpin exits

Investors in the Antares High Growth fund should 'look elsewhere' following the departure of portfolio manager Richard Dixon, says Morningstar.
personal-finance

Investing basics: design your own savings goal in 3 easy steps

Savings rate rules of thumb are better than nothing, but smart investors customise their own savings targets.
stocks

6 healthcare buys spanning Australia, US

Though Morningstar views the healthcare sectors in both the US and Australia as fairly valued overall, there is a handful of buying opportunities among drug-makers and other businesses.
markets

Global Market Report - 11 July

The Australian share market is expected to open flat despite Wall Street gaining overnight amid optimism that the Fed will cut rates later this month.
etfs

Low fees, lacklustre active returns among ETF demand drivers

Australia's ETF market is tipped to doubled over the next three years as more investors abandon managed funds and direct shares, says an online investment adviser.
funds

When to give up on an underperforming fund

Investors often have to put up with periods of underperformance, but as the unwinding of Woodford shows, you can't wait indefinitely for a fund manager to turn the ship around.
markets

Investors may be in dangerous territory

Australia’s economy is taking a tumble and the share market could follow, with analysts suggesting that even RBA interest rate cuts may not stave off the threat.
markets

Global Market Report - 10 July

The Australian share market is expected to open higher, despite a mixed session on Wall Street overnight.
stocks

3 China stocks benefiting from an ageing population

This trio of opportunities in China spans the disparate sectors of insurance, biotech and gas distribution, as outlined by David Raper of UK-based fund manager Comgest.
stocks

Why Uber Eats, Deliveroo are non-lethal threats to Domino's

Domino's will prevail even as new entrants in online food delivery take a bite out of the pizza chain's leading market share, says Morningstar director of equity research, Johannes Faul.
retirement

Weighing up SMSF pension withdrawals

Having previously discussed how SMSF trustees can position their pension to meet minimum withdrawal requirements, we now turn to those who want higher amounts.
investing

Morningstar Guide to Investing: Part II

Learn how to use Morningstar's data, tools and research to reach better financial outcomes
markets

Global Market Report - 9 July

The Australian share market is expected to open flat after losses on Wall Street overnight, amid flagging hopes of a Fed rate cut and a sharp drop in Apple shares.
stocks

Top 10 articles of last week

A short-list of Morningstar Australia's most undervalued stocks, an assessment of dividend-focused ETFs and tax tips ranked among our 10 most read articles last week.
funds

The perils of private (and illiquid) fund investments

Three more black marks on the ledger, writes John Rekenthaler.
markets

Global Market Report - 8 July

The Australian share market is expected to open lower, as US stocks last week snapped a three-day streak of record closes.
markets

Stick to your investment plan as rates head south

We look at what this week's historic cut in interest rates might mean for investors and how Morningstar and a few other commentators intepret the RBA's actions.
personal-finance

Investing basics: should investors bulk-buy or drip-feed?

Dollar-cost averaging and lump-sum investing are two distinct approaches to buying shares or funds, and while both have a role to play, one is usually superior to the other, writes Emma Rapaport.
stocks

Bullish ASX investors may be underestimating rate risk

Local share investors' continued confidence in the wake of Tuesday's historic RBA interest rate cut may be somewhat misplaced, warns Morningstar Investment Management's Brad Bugg.
markets

Global Market Report - 5 July

The Australian share market is expected to open flat after closing at an historic high yesterday, as the US market was shuttered for 4 July.
stocks

Woolworths pulls the pin on pubs

Supermarket giant Woolworth's intended divestment of its $10 billion hotels and liquor businesses will neither help nor hinder its competitive position, says Morningstar.
retirement

Average new retiree is not accessing the age pension

New research challenges the popular perception that most Australians are accessing the aged pension the moment they become age eligible. 
funds

Secrets of the Money Masters part 4: Why passive is backwards looking

Nikko Asset Management's Yu-Ming Wang talks to Morningstar's Kunal Kotwal
markets

Secrets of the Money Masters part 3: Why macro is like the weather

Nikko Asset Management's Yu-Ming Wang talks to Morningstar's Kunal Kotwal
markets

Secrets of the Money Masters part 2: Is transparency an issue in Asia?

Nikko Asset Management's Yu-Ming Wang talks to Morningstar's Kunal Kotwal
markets

Secrets of the Money Masters part 1: Investing in Asia, more than just China

Nikko Asset Management's Yu-Ming Wang talks to Morningstar's Kunal Kotwal
retirement

Setting your SMSF pension payments for fiscal 2020

With a new financial year upon us, SMSF trustees in pension phase have some decisions to make about how much they draw down and from which accounts, explains Accurium's Melanie Dunn.
markets

Global Market Report - 4 July

The Australian share market is expected to open in positive territory, after each of the major US indexes hit new highs overnight.
funds

What next for Indian equities?

JPMorgan India manager expects the next five years of Narendra Modi's rule to be fruitful for investors in the country.
etfs

Sizing up Australian dividend-ETFs

Dividend exchange-traded-funds are a developing feature of the Australian listed product market. We find out which are trading with Morningstar medals.
personal-finance

A 7-step guide to reviewing your portfolio

The start of a new financial year is a good time to take a fresh look at your portfolio and your investment plan.
markets

Global Market Report - 3 July

The Australian share market is expected to open lower amid investor concerns about slowing global growth, and investor enthusiasm on Wall Street faded yesterday.
markets

RBA cuts again to take cash rate to 1pc

The Reserve Bank of Australia has cut the cash rate to a fresh record low of 1.0 per cent, reducing the cost of borrowing for two months in a row for the first time since 2012.
stocks

Forecast 2019-20: Tough times ahead

Financial markets face the same challenges now as they did 12 months ago, and investors are at considerable risk even as central banks continue to drive down interest rates.
stocks

5 stocks trading at steep discounts

Fun parks, fungicides and pay TV feature in this list of stocks that track as undervalued relative to Morningstar analysts' fair value estimates.
stocks

Top 10 articles of last week

Some Buffett-driven insights, lists of investor education tips and retirement planning information rounded out our top 10 reads of last week.
markets

Global Market Report - 2 July

The Australian share market is expected to open higher after gains on Wall Street overnight, where the S&P 500 closed at record levels.
retirement

SMSFs turned away from blue-chip stocks in FY19

Financial year 2019 marked the "souring of an enduring love affair" between self-managed super funds and Australian blue-chip stocks, new research shows.
funds

Rising wages, inflation mean investors shouldn't overlook Japan

Abenomics have taken hold, bringing the economy out of deflation and creating opportunities in several areas, including small cap stocks.
retirement

Tax effective investments for the new financial year

With the new tax year underway and the Coalition back in the saddle in Canberra, it’s a good time to look ahead and consider some strategies for tax effective investing.