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markets

Note from the editor - 30 November

Why Westpac's scandal will outlive that of Commonwealth Bank; fund managers bearish on big miners; encouraging signals from Telstra and an unusual tax policy tip for Treasurer Frydenberg.
personal-finance

Investing basics: how to find the best ETFs

Morningstar tools can help you unearth a selection of highly rate exchange-trade funds across various asset classes.
stocks

Earnings bright side for Westpac

Westpac has endured one of the most torrid weeks in its 200-year history but there's an upside, says Morningstar banking analyst Nathan Zaia.
funds

Fund spy: Aussie stock funds turn bearish on miners

Schroders, Fidelity, Pendal and Investors Mutual have adjusted their holdings in the largest miners as uncertainty grows around China's steel demand.
markets

Global Market Report - 29 November

The Australian share market is expected to open higher after a mixed lead from overseas.
stocks

Nine’s Stan holds high ground in streaming battle

The local content strength of Nine-owned streaming video service Stan means it should prevail even as Disney+ launches locally alongside Netflix and other invaders, says Morningstar’s Brian Han.
stocks

Telstra gives off some comforting signals

Telstra’s update this week had some comforting news for investors, says Morningstar senior equity analyst Brian Han.
funds

How to find quality at a reasonable price

Bell Asset Management's chief investment officer Ned Bell explains the principles of 'QARP' investing and singles out three companies that meet the criteria.
markets

Firstlinks newsletter - 28 November

Super dominates ASX and decides Westpac fate; 23 sides of homes & ageing; house prices; indexing struggles; quant; vote your shares; media you missed.
markets

Global Market Report - 28 November

The Australian share market is expected to open higher after gains on Wall Street as fresh data points to an economy on solid footing.
etfs

BetaShares shakes up the diversified ETF market

Australian exchange-traded fund manager BetaShares will launch a new range of diversified ETFs, competing directly with Vanguard's product suite.
stocks

Westpac earnings tipped to recover despite exec cull

Australia’s second largest bank remains undervalued and its earnings will recover despite the fallout from the money-laundering and child exploitation scandal, says Morningstar.
markets

3 reasons to invest in China

A slowing economy, trade tariffs and protests in nearby Hong Kong has seen investors shy away from China in recent months, but they could be missing out on a growth opportunity
funds

Why investors are racing to fixed-interest ETFs

From barely a dozen fixed-interest ETFs five years ago, there are now nearly 30 Australian and global funds, with more in the pipeline, writes Anthony Fensom.
investing

Taking the pulse at the Morningstar Individual Investor Conference

Emma Rapaport taps conference goers for their thoughts on record low interest rates, stock opportunities, diversification and the merits of active management.
markets

Global Market Report - 27 November

The Australian share market is expected to open lower despite slight gains on Wall Street overnight.
stocks

Undervalued global cruise companies set sail for growth

Carnival, Royal Caribbean and Norwegian are consolidating their competitive advantage and attracting more than just your average silver-haired pleasure-seekers.
retirement

10pc tax rate could defuse Baby Boomer ‘time-bomb’

A slashed tax rate of 10pc for working Australians beyond age 65 would encourage older-age employment and help defuse the Baby Boomer ‘time-bomb’, says Morningstar's Peter Warnes.
markets

Global Market Report - 26 November

The Australian share market is expected to open higher following gains on Wall Street overnight while locally Westpac chief Brian Hartzer has announced he’ll quit next week.
stocks

3 bargains in Buffett's stock list

This trio of stocks that Berkshire Hathaway's Warren Buffett has tucked away in his portfolio are also well-regarded by Morningstar and trading at attractive prices.
etfs

These 7 arguments against index investing aren't compelling

A closer look at the merits of common arguments against index investing.
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 22 November.
markets

Global Market Report - 25 November

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

Dollar cost averaging doesn't work

Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds.
markets

Drought hits miners, insurers and supermarkets

Australia's harsh dry conditions are cruelling food growers' profits but transcend agriculture companies and effect mining, insurance and retail companies Newcrest, QBE, Coles and Woolworths.
retirement

Why care costs are key in retirement planning

Intense debate about the budgetary cost of Australia's ageing population magnifies for individuals the importance of a financial plan for their twilight years.
markets

Note from the editor - 23 November

Westpac stewardship rating downgraded amid shocking AUSTRAC allegations; top tips on hunting down dividends; and crucial questions around aged care costs as treasurer weighs into Baby Boomers debate.
stocks

Morningstar starts coverage of Afterpay rival Zip Co

Morningstar has begun coverage of buy now, pay later play Zip Co, saying it is slightly better value than its chief rival Afterpay, but unlikely to match its growth.
personal-finance

Investing basics: the pros and cons of ETFs

ETFs are a $50 billion industry and new funds are listing on the ASX every month. We examine their pros and cons so you can decide if they're a good fit for your portfolio.
personal-finance

Adviser Research Centre tutorial: Portfolio import

Creating portfolios in Morningstar's Portfolio X-Ray tool is now even easier, using the new import feature.
markets

Global Market Report - 22 November

The Australian share market is expected to open higher despite a negative lead from Wall Street.
stocks

Westpac stripped of top stewardship rating

The downgrade means none of Australia’s big four banks carries an Exemplary rating.
stocks

6 cheap Aussie stocks with sustainable dividends

Here are six companies trading at a discount whose payouts look sustainable.
funds

Fund spy: Top funds look to global heavyweight brands

Luxury goods company LVMH, confectioner Nestle, payments company Visa and consumer goods firm Reckitt Benckiser each hold positions in three of these well-regarded global equity funds.
markets

China, Indonesia, India good investor hideouts for 2020

Domestic Asian stocks can offer investors a refuge from slowing global growth and trade tariffs, says Aberdeen Standard's James Thom.
funds

A source of alternative income to the banks

With record low interest rates and weakening growth, investors are looking beyond traditional assets for sources of return, writes Andrew Lockhart.
personal-finance

The dollar-cost averaging myth: why lump sum investing usually wins

Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy, says Morningstar’s Tom Lauricella.
markets

Firstlinks newsletter - 21 November

OK Boomer results with great comments; Meany on infrastructure trends; vigilantes; end of bull run; heat maps; innovation; 2020 vision; Robert Merton.
markets

Global Market Report - 21 November

The Australian share market is expected to open slightly lower after stocks fell on Wall Street overnight amid renewed concerns over trade.
stocks

A2 Milk tracking Morningstar’s long-term expectations

The infant formula maker remains undervalued after upgrading guidance and reaffirming its clout in the key market of China.
markets

Global Market Report - 20 November

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

Banks, whistleblowers and the Hayne inquiry

Investigative journalist and author Adele Ferguson discusses the banking royal commission outcome and whether shareholders should have a bigger role in policing their behaviour.
stocks

7 golden rules of dividend investing

Avoid these mistakes if you want to build a portfolio focused on high dividend yields.
stocks

AMP to unite 'lost' shareholders with $13m in unclaimed dividends

Are you missing $25,000 in AMP dividends? If so, the wealth manager wants to hear from you and more than 40,000 other 'lost shareholders'.
stocks

G8 Education's pain is short term, says Morningstar

Poor occupancy rates have hurt the childcare provider but there are reasons to be cheerful, says Gareth James.
stocks

6 undervalued US auto stocks

Morningstar believes investors are underestimating the potential of big-name carmakers Ford and General Motors and lesser-known parts suppliers such as BorgWarner and Allison Transmissions. 
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 15 November.
markets

Global Market Report - 19 November

The Australian share market is expected to open flat after a mixed lead from Wall Street.
retirement

Aussies shun advice in retirement

Australian retirees are turning away from financial advice and are even reluctant to include their own life partners in the retirement planning process.
stocks

Afterpay remains overvalued despite healthy update

The buy now, pay later star has posted better than expected sales growth but remains expensive amid tougher regulation and more competition, says Morningstar.
markets

Global Market Report - 18 November

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

Note from the editor - 16 November

Catastrophic bushfires sees climate change discussion reach a new climax; Graham Hand wades into the emotive issue of financial equality between generations; and a refresher on the difference between an active and passive ETF.
personal-finance

Investing basics: what is an ETF?

Exchange-traded funds are a simple and cost-effective way of investing in a wide range of asset classes, with both passive and active forms increasingly popular with investors.
funds

Antares, Ironbark among active manager downgrades

Two upgrades, six downgrades and 73 rating affirmations highlight a busy October for Morningstar fund analysts.
retirement

OK Boomer: fessing up that we’ve had it good

The pre-Boomer generations faced global wars and depressions, but Australians born after 1946 have enjoyed prosperity, writes Graham Hand.
markets

Global Market Report - 15 November

The Australian share market is expected to open higher despite a mostly negative lead from overseas.
stocks

Paradigm shift is coming, says Warnes

Unprecedented money printing and record low rates haven't worked and a 'paradigm shift' is afoot, argues Morningstar's Peter Warnes. 
stocks

BHP sees diversification benefits in petroleum

Morningstar has retained its $30 fair value estimate for BHP, saying that while the big miner expects growing electrification its upbeat outlook on oil will diversify its portfolio.
stocks

CBA returns to growth following ravages of remediation

Morningstar analyst Nathan Zaia has left his $80 fair value estimate for Commonwealth Bank intact and says the bank’s dividend remains attractive and sustainable.
markets

Firstlinks newsletter - 14 November

'OK Boomer' fess up; women in shares; bank scorecard; focus on quality yield; fossil fuel divesting; shorting praise; policy dilemma; pressure on LICs
markets

Global Market Report - 14 November

The Australian share market is expected to open higher as investors wait for the latest unemployment data.
retirement

Retirees: are you spending too much?

The 4 per cent guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.
funds

Fund Spy: Question marks hang over Australian ethical funds

The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 
funds

Understanding Morningstar Sustainability Ratings

A Morningstar Sustainability Rating for funds helps investors make comparisons across industries and better understand and manage total ESG risk in their investments.
markets

Equities for income, bonds for growth

Investors who think of bonds as the boring, income-generating part of their portfolio need to think again, says Laura Frost of M&G Bond Vigilantes.
markets

Global Market Report - 13 November

The Australian share market is expected to open higher after a mixed lead from Wall Street and muted optimism over trade talks.
etfs

Morningstar launches its first active ETF

The head of Morningstar Investment Management Australia, Matt Wacher, reveals how the new International Shares Active ETF uses a quality- and value-led strategy to find opportunities in several global and emerging markets.
etfs

Surge in fixed income drives ETF record inflows

There are three Morningstar medal-rated ETFs that offer a low-cost way to gain access to high-quality Australian fixed-income.
retirement

Should the home affect Age Pension eligibility?

Whether the family home should be part of the Age Pension asset test continues to stir debate in Australia as do broader issues around retirement and superannuation, explains Graham Hand.
markets

Global Market Report - 12 November

The Australian share market is expected to open marginally higher following a dip in stocks on Wall Street.
stocks

5 US stocks tipped to succeed

One of the US's most anticipated IPOs of 2019, Beyond Meat, recently joined fintech Envestnet, pipeline company Equitrans and a few others in Morningstar's equity research stable.
stocks

Property stocks soar on low rates

Listed property stocks have easily outperformed the broader share market in 2019, and the good times could roll on for a while yet if interest rates stay low.
markets

Global Market Report - 11 November

The Australian share market is expected to make a slight rebound, with some investor optimism carrying over into a new week of trading.
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 8 November.
markets

Note from the editor - 9 November

Can investors expect the traditional "Santa rally"? US China trade deal already priced in; plus this week's stock tips, including Aussie small-caps, US mid-caps, and a surprising dividend stock to watch.
stocks

How to sort the winners from the also-rans

Forget chasing the daily vagaries of the market and focus instead on stocks that will shine in their individual sectors, says Fidelity's Kate Howitt. 
personal-finance

Investing basics: 4 steps to set your financial goals

Morningstar's Christine Benz calls goals the foundation of every proper investment plan.
personal-finance

A simple plan for financial independence

Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.
markets

Firstlinks newsletter - 7 November

Two out of three want home pension test; busting sludge; power of the over-50s; listed bond funds fill gap; four advice reasons; Asia's engine; manipulating values.
markets

Global Market Report - 8 November

The Australian share market is expected to open higher after a positive lead from overseas, including record highs for the Dow and S&P 500.\n 
stocks

Boral builds a growth path in US

The US business cycle has years until its peak and offers long-term growth prospects for Australian building materials player Boral, says Morningstar.
stocks

9 mid-cap stocks for your US pick list

Clothing retailer Gap, brewer Molson Coors and Exelixis, which develops kidney and liver cancer treatments, are among recent additions to Morningstar's list of mid-sized US companies trading at attractive prices.
markets

Global Market Report - 7 November

The Australian share market is expected to open higher despite a mixed lead from Wall Street, including news the US-China trade deal could be delayed until December.\n 
retirement

Your retirement: sunset beach walk or a diet of canned tuna?

Can Australians look forward to increased leisure time in their retirement years, or do they face days of penny-pinching?
stocks

Winds are shifting in US power generation market

Natural gas and renewable energy, particularly solar and wind, will battle for top spot in the power generation stakes, says Morningstar's Charles Fishman.
personal-finance

Smart shortcuts: What to do with 'found' money

Investing just a few seconds of effort to mentally reassign money to a different purpose can lead to healthier financial decisions.
stocks

Southern Cross Media joins Viva Energy and G8 Education in Morningstar Best Ideas list

Southern Cross Media, Viva Energy and G8 Education have forged a place in Morningstar’s Global Best Equity Ideas list for November.
markets

Global Market Report - 6 November

The Australian share market is expected to open higher despite a mixed lead from Wall Street.
funds

Fund spy: Why Aussie funds don't tell you what stocks they own

The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios
investing

Morningstar Guide to ETF Investing

Exchange-traded funds are an easy and affordable way to gain exposure to a range of local and international asset classes and thereby diversify your portfolio, but like all investments, there are risks you should be aware of.
stocks

McDonald’s new CEO well-suited to take over from ousted Easterbrook

Easterbrook's exit is a surprise, but there is no change to our fair value estimate for the wide-moat firm, and we see shares as modestly undervalued, says Morningstar’s RJ Hottovy.
funds

UK assets may hold renewed appeal despite Brexit blowout

With a General Election slated for December and Brexit postponed until 2020, investors should consider how their portfolios are positioned for more months of uncertainty.
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 1 November.
markets

Global Market Report - 5 November

The Australian share market is expected to open higher after stocks on Wall Street gained overnight amid optimism over trade and the domestic economy.
stocks

7 small caps for your sell list

Buy now pay later player Flexigroup joins CSR, Mortgage Choice and ALE Property in this group of small cap stocks trading at more than Morningstar thinks they're worth.
markets

Markets set for Christmas rally

Markets are set to stage their traditional Christmas rally, observers say, as official interest rates touch new lows, the economy stabilises and the property market takes off.
retirement

There’s more to running an SMSF than paperwork and penalties

Complexity has long been a bugbear of SMSF trustees, for whom the administrative burden is a necessary evil, but changes are afoot to help reduce the hassle, says Vanguard’s Robin Bowerman.
etfs

Big four's $50bn capital raising spells investor opportunity

New bank capital regulations being rolled out locally over the next few years could open the door to a class of high-yielding bonds formerly only available to institutions, writes Arian Neiron.
markets

Global Market Report - 4 November

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

Note from the editor - 2 November

How to avoid the politics and focus on opportunities. Top picks in Japan, video-streaming, renewables, a push for lower super fees, a look back at '87 and Halloween horror stories.
stocks

4 stocks to watch in the streaming wars

The landscape is going to become fiercely competitive, as new and established players jostle for subscribers, advertising dollars, and market dominance.
stocks

Southern Cross Media tunes into dividends

Investors seeking a company with stable earnings, healthy dividends and a sound balance sheet may consider tuning in to Southern Cross Media Group, says Morningstar’s Brian Han.
stocks

Investment horror stories - and the lessons they teach

Happy Halloween: Bitcoin, the haunted house and other tales of terror - and the lessons they hold for intrepid investors.