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personal-finance

What do the top value funds have in common?

In the final part of our special report on value investing, we examine the common themes linking the top value funds during the past several years.
personal-finance

Investing basics: how to build a simple, diversified portfolio with listed products

Morningstar senior manager research analyst Matt Wilkinson clears a path to building simple, multi-asset portfolios.
markets

Global Market Report - 1 November

The Australian share market is expected to open lower after a negative lead from Wall Street and pessimism over a long-term trade deal between the US and China.
stocks

Investment opportunities abound in electric vehicles

Morningstar equity analyst Seth Goldstein identifies his top picks in supply chain and ancillary industries.
markets

Global Market Report - 31 October

The Australian share market is expected to open little changed despite gains on Wall Street overnight after the US central bank announced another rate cut.
stocks

Japanese consumer stocks eyeing greener pastures abroad

A handful of Japanese companies including Asahi, Yakult and Meiji appear to be underestimated by investors as consumer spending at home faces a five-year slump.
personal-finance

Value managers on why the strategy has underperformed

In part two of our three-part special report on value investing, our analysts share insights gleaned from fund manager interviews.
funds

Hamish Douglass: China is the opportunity of the next 20 years

Magellan Financial Group's chief stockpicker on how to play the political risk of a runaway China, why 'tech' is a misleading word and why the future is bright for cloud computing.
markets

Global Market Report - 30 October

The Australian share market is expected to open lower after stocks on Wall Street dipped overnight.
stocks

3 top picks for the US shift to renewable energy

By 2030 renewable energy will generate more than 20 per cent of the US's electricity, Morningstar says.
etfs

Adviser Research Centre tutorial: Choosing the right ETPs for your portfolios

Using Adviser Research Centre to find ETPs for your portfolios.
personal-finance

Value investing: A deep dive into performance

In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.
stocks

Platinum's guide to playing politics

Platinum Asset Management's Andrew Clifford on how to find overlooked opportunities and why demand for cars and computers will persist despite trade war tensions.
stocks

What Black Monday taught us

More than 30 years later, the lessons of that ominous day in 1987 remain valid, writes John Rekenthaler.
markets

Global Market Report - 29 October

The Australian share market is expected to rise at the start of trade after stocks hit new highs on Wall Street overnight.
stocks

No Halloween scare for UK stocks

Britain’s ongoing Brexit saga has seemingly failed to spook investors, despite Boris Johnson’s failed pledge to quit the European Union by Halloween.
personal-finance

Regulator puts heat on super funds to lower fees

Fees have fallen for the first time in six years and APRA hopes a new 'heatmap' will cement this trend and allow trustees to rate funds according to cost and performance.
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 25 October.
markets

Global Market Report - 28 October

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 - 25 October

It’s a fair guess WiseTech founder Richard White spent part of this week wishing he was back in his old job, tuning guitars for The Angels and AC/DC.
stocks

Tesla's surprise profit blows away consensus

The electric car maker has again stunned investors, but fair value estimate changes may be frequent as its story changes.
personal-finance

Why you should look on the bright side

AMP Capital economist Shane Oliver explains why the sweep of history favours the optimists and why confidence is the key to successful investing. 
investing

Why the Morningstar Individual Investor Conference matters

Jamie Wickham explains the aims of the Morningstar Individual Investor Conference and identifies the issues that are front of mind for investors and self-funded retirees.
funds

Dividends and tax breaks: the case for the Australian Foundation Investment Company

There's a lot for Australia's retiree class to like about the Bronze-rated listed investment company Australian Foundation Investment Company 
personal-finance

Investing basics: what role do bonds play in a portfolio?

This series of articles tackles the basics of bond investing.
stocks

Brexit roadblock: Will wheels fall off for auto stocks?

Fears of a no-deal Brexit present no barrier to automotive stocks, some of which have been heavily discounted, says Morningstar analyst Richard Hilgert.
markets

Global Market Report - 25 October

The Australian share market is expected to open higher despite a mixed lead from overseas.
markets

Firstlinks - 24 October

Morningstar's new editorial director Graham Hand delivers his weekly market commentary.
stocks

Short attack on WiseTech ‘unconvincing’

Morningstar’s Gareth James is unfazed by J Capital’s Research’s allegations of accounting fraud and doubts about its software.
markets

Global Market Report - 24 October

The Australian share market is expected to open higher after a slightly positive lead from Wall Street.
fixed-income

I don't agree with Trump on much, except US Treasuries

The days of 8 per cent yields are gone but there are bond opportunities to be found in the US and Japan, says M&G's Jim Leaviss.
stocks

Merger with Prime a ‘logical fit’ for Seven West

The tie-up with a regional affiliate is a shrewd strategic and financial move, says Brian Han. 
markets

Global Market Report - 23 October

The Australian share market is expected to open unchanged after a negative lead from overseas, including further delays over Brexit.
personal-finance

What you need to know to invest

Understanding risk and how it relates to three different ways to grow your money is key.
funds

Fund Spy: Deriving value amid low rates and volatility

Derivative income funds may be a dirty word for some investors, but they can produce market-beating returns.
markets

Global Market Report - 22 October

The Australian share market is expected to open higher after a positive lead from overseas, including further signs of progress toward resolution of the US-China trade war.
markets

Bank of England leads push to stress test against climate change

The problem of carbon emissions is tipped to prompt reassessments of the values of virtually every financial asset.\n 
markets

Note from the editor - 21 October

Last week's failed $3 billion IPO attempt by credit provider and self-styled buy-now-pay-later company Latitude was a surprise to many market participants, as the float sank on poor investor quality.
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 18 October.
markets

Global Market Report - 21 October

The Australian share market is expected to open in negative territory after Wall Street finished lower at the end of last week.
personal-finance

Why legal pot must be green and clean

Marijuana companies risk becoming just another class of "sin stock" if they fail to toe the line on responsible investing.
stocks

Harnessing the EV revolution, part 4: next decade will be electric

The immediate future of the global auto industry is electric as it’s expected that in just 10 years’ time, half of all cars sold will be electrified in some form.\n 
personal-finance

Investing basics: how and why to invest in bonds

This series of articles will tackle the basics of bond investing.
markets

Global Market Report - 18 October

The Australian share market is expected to open lower despite strong earnings among US companies and upbeat global news.
retirement

How couples can overcome super’s $1.6m contribution limit

Those with self-managed super funds can overcome the transfer balance cap through contribution splitting.
markets

Global Market Report - 17 October

The Australian share market is expected to open lower after falls on Wall Street overnight.
markets

Morningstar acquires Cuffelinks

As part of the acquisition, Graham Hand and his editorial assistant, Leisa Bell have joined Morningstar.
stocks

Harnessing the EV revolution part 3: creating mass market appeal

To the prospective customer considering the switch from a conventional car to its electric cousin, there are four key questions to consider.
stocks

Latitude IPO fails for second time

The market would have eventually seen through the hype of the float of consumer finance company Latitude Financial Group, says Morningstar analyst Nathan Zaia.
markets

Be alert not alarmed as debt accelerates, says RBA

High household debt is nothing to worry about, says a new report from the Reserve Bank of Australia, which suggests incomes are sufficient to service the rising debt levels.
markets

Global Market Report - 16 October

The Australian share market is expected to open higher after a positive lead from Wall Street, prompted by upbeat earnings reports.
stocks

25 reasons why CSL is a compelling biotech investment

Life-changing blood treatments and staggering compound average annual share price growth of 25 per cent since floating on the ASX a quarter-century ago are just a couple of reasons to like Australian biotech company CSL.
stocks

Harnessing the EV revolution part 2: actionable ideas

In part two of our four-part series on electric vehicles, we examine 11 names in car making, parts supply, battery manufacturing, lithium production and utilities. 
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 11 October.
markets

Global Market Report - 15 October

The Australian share market is expected to open lower after Wall Street dipped as a rally sparked by optimism about US-Chinese trade prospects appeared to run out of steam.
funds

Fund Spy: Funds lose sheen in rating overhaul

One fund has dropped out of Morningstar's Medal rankings, another has swapped its Silver for a Bronze and a third is under review.
stocks

Harnessing the electric car revolution

In just five years’ time, battery-operated electric cars will compete with conventional cars on both price and performance.
stocks

Weighing up the Latitude IPO

High leverage and exposure to lower credit quality are among the reasons why Morningstar analyst Nathan Zaia recommends investors sidestep the Latitude Financial Group float. 
markets

Global Market Report - 14 October

The Australian share market is expected to open higher amid an easing of US-Chinese trade tensions following the announcement of a partial deal at the end of last week.
funds

Fund Spy: Global funds an entry point to undervalued oil services

Funds from Aberdeen Standard and Fidelity can provide investor exposure to parts of the oilfield services sector, which a new Morningstar report views as around 35 per cent undervalued.
markets

Note from the editor - 11 October

Images of protesters lobbing Molotov cocktails and baton-wielding soldiers in the streets don't paint Hong Kong as a place to invest your money, but it won't always be like this.
personal-finance

Investing basics: what is a quantitative fund?

The idea of computer algorithms deciding where your money should be invested was once the stuff of science fiction. But it's here and it’s delivering attractive returns to individual investors.
personal-finance

What stops women from investing?

Financial firms need to do more to encourage women to invest, experts say.
stocks

Where's the recession?

RBC's Eric Lascelles helps us make sense of the mixed signals in the market today.
stocks

Hong Kong reeling but pockets of potential exist

Amid the Molotov cocktails, the damaged shop fronts, the bullets – both rubber and real – and the recession fears, there is value potential in the protest-scarred streets of Hong Kong.
markets

Global Market Report - 11 October

The Australian share market is expected to open higher as investors hope for at least a partial deal in US-Chinese trade talks.
stocks

Rivals nipping at Xero's heels

Cloud accounting software pioneer Xero has capitalised on its early-mover advantage over the last decade, but its rivals are fighting back.
stocks

Sky, Telstra top picks in telco space

As the rollout of Australia's National Broadband Network continues, Australian telco companies face stiff headwinds, but some are better positioned than others.
markets

Global Market Report - 10 October

The Australian share market is expected to open higher after a positive lead from Wall Street and hopes of progress in US-China trade talks.
personal-finance

Smart shortcuts: Is the market due for a downturn?

A lot of investors are succumbing to a phenomenon known as the Gambler's Fallacy, as explained by Morningstar's behavioural economist Sarah Newcomb.
stocks

It pays to be choosy when weighing tech stocks

There are many reasons to like quality technology firms such as Afterpay, Altium and Wisetech but investors need to watch out for inflated valuations and dubious business models.
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 4 October.
markets

Global Market Report - 9 October

The Australian share market is expected to open lower after a negative lead from overseas and pessimism about the prospects for a US-Chinese trade deal.
stocks

Four Asian consumer defensive stocks defying the trade war

Premiumisation has remained as a key growth driver for Chinese consumer defensives in recent months with no fallout from the US-China trade war.
markets

Global Market Report - 8 October

The Australian share market is expected to open higher despite a dip on Wall Street overnight as the US-China trade front kept investors cautious ahead of scheduled talks later in the week.
stocks

How Banking Bad exposed CommInsure conduct

The charges laid against CommInsure today stem from Adele Ferguson's damning expose on misconduct in the financial services industry, writes Lex Hall.
personal-finance

Adviser Research Centre tutorial: Screeners

Comparing funds has never been easier with Morningstar's Fund Compare tool.
funds

Fund Spy: 5 managers that defied the downturn in third-quarter 2019

Stewart Investors is among a handful of global equity fund managers to unearth good returns in the September quarter even despite a patchy period for markets.
stocks

Latitude IPO: no need to buy now, says Morningstar

High leverage, low credit quality and competitive threats are reasons not to subscribe.
stocks

3 stocks with global ambitions

JPMorgan Global Growth and Income Trust manager Tim Woodhouse picks a drinks firm with a celebrity twist, a European company with global reach and a US insurance giant
markets

Global Market Report - 4 October

The Australian share market is expected to open higher after Wall Street recorded gains overnight following two sessions of significant losses.
stocks

Morningstar initiates coverage of Costa Group Holdings

Australia’s largest produce supplier has had its share of rotten moments but there are expansion plans afoot.
personal-finance

Investing basics: what is passive investing?

We break down what it is and how it works.
personal-finance

Adviser Research Centre tutorial: Screeners

A walk-through guide to using ARC's screener tools to discover investment ideas.
markets

Global Market Report - 3 October

The Australian share market is expected to open sharply lower after a second day of big falls on Wall St jobs and manufacturing data shows the trade war is hurting the economy.
markets

Investors join sports fans on Japan bandwagon

It’s not just sports fans paying close attention to Japan, which is in the midst of hosting Asia’s first Rugby World Cup and gearing up for the Tokyo 2020 Olympic Games.
stocks

Video games: content still king despite new ways to play, threat of regulation

Several new and recent entrants are attempting to build and sell the next subscription- and cloud-gaming service models, says Morningstar's Neil Macker.
stocks

Westpac dividend tipped to fall

Morningstar equity analyst Nathan Zaia has warned that uncertainty over future capital requirements could force Westpac Banking Corporation to lower its dividend.
funds

Asia set to become sustainable investment hub

The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time.
markets

Global Market Report - 2 October

The Australian share market is expected to open sharply lower after a negative lead from Wall Street overnight as poor factory data suggests the trade war is biting the US.
markets

Investors face tougher chase for yield as RBA joins sub-1pc club

The hunt for yield just got tougher as the RBA cut the cash rate to a historic low of 0.75 per cent, reducing the cost of borrowing for the third time in five months.
stocks

Intercept Pharma, Corteva crack Morningstar Best Ideas list

American biotech company Intercept Pharmaceuticals and seed and crop chemicals producer Corteva have entered Morningstar’s Global Best Equity Ideas list.
stocks

Parts suppliers tipped to cash in on carmakers' EV plans

Global electric-car parts suppliers BorgWarner and Delphi Technologies stand to benefit from tighter clean air laws and are trading at compelling discounts, says Morningstar.