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markets

Global Market Report - 1 October

The Australian share market is expected to open flat, or slightly higher, ahead of the central bank’s decision on monetary policy.
stocks

History doesn't repeat, but it rhymes

Lower for longer interest rates, slowing economic growth and a paucity of yield opportunities are nothing new for this seasoned professional Australian stocks investor.
stocks

Vaping crackdown knocks big tobacco

Vaping deaths and the regulatory response in the US have sent shockwaves through the tobacco sector, hitting the shares of Imperial and British American Tobacco
stocks

Are small caps staging a comeback?

Small capitalisation companies could outperform in the coming year, despite the category's poor fiscal 2019 reporting season and ongoing volatility that has knocked share prices.
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 27 September.
investing

Morningstar Guide to Fund Investing

Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.
markets

Global Market Report - 30 September

The Australian share market is expected to open lower after a negative lead from overseas, including reports the US is considering delisting Chinese companies.
stocks

IOOF fair value lifted on win over regulator

Morningstar equity analyst Chanaka Gunasekera has raised his fair value estimate for IOOF after the wealth manager was cleared of claims of wrongdoing brought by the financial regulator in the Federal Court.
funds

Navigating the risks in credit allocation

In a lower-for-longer world, understanding the liquidity risks in credit becomes even more vital, says Charlie Jamieson of JCB.
stocks

Five reasons to buy Amazon

Add up Amazon's sum-of-parts and you'll find a trillion-dollar business case.
personal-finance

How to position for a trade war stalemate

Magellan Asset Management's Vihari Ross reveals how the investment powerhouse is positioning for more prolonged trade tensions between China and the US.
funds

Would you trust a computer to run your fund?

Gideon Smith's algorithm raised a red flag on Volkswagen and the Enron scandal well before its human counterparts.
markets

Global Market Report - 27 September

The Australian share market is expected to open higher despite falls on Wall Street overnight amid uncertainty triggered by the Democrats’ bid to impeach the President.
personal-finance

Adviser Research Centre tutorial

A walk-through guide to using ARC for quick and easy access to  the information you need.
personal-finance

One simple trick that will help you invest better

Here’s how you can use the laws of psychological distance to your advantage.
stocks

Torque is cheap? The US$6000 Tesla bull

Is Elon Musk's electric car maker Tesla capable of driving its share price from about US$225 to US$6000?
personal-finance

Women still lag men in retirement saving. Why?

Judith Ward from T. Rowe Price reveals which cohorts need to pay more attention to what's happening with their assets - and what they can do.
markets

Global Market Report - 26 September

The Australian share market is expected to open higher after a positive lead from Wall Street, which shrugged off talk of presidential impeachment.
funds

Fund Spy: What high fund outflows tell you, and what they don't

Active fund managers have been under the pump for some time, and though the following lists show which managers and funds have lost the most investor money, there are still many reasons to like them.
stocks

CBA shareholders having nothing to fear from neobanks, says Morningstar

Online “neobanks” have been touted as a disruptive force in the banking landscape, but traditional lenders can keep them at bay, says Morningstar.
markets

Global Market Report - 25 September

The Australian share market is expected to open sharply lower after falls on Wall Street overnight as a push to impeach Donald Trump gains momentum.
stocks

Bright spots in travel despite Thomas Cook sinking

The demise of Thomas Cook, the world’s oldest travel business, highlights the tourism sector’s difficulty in dealing with the challenges of mounting debt, Brexit, high fuel prices, bad weather and the migration to online booking.
markets

A five-step guide to emerging market debt investing

Emerging market debt offers the potential for attractive returns and enhanced diversification for international investors. 
markets

Global Market Report - 24 September

The Australian share market is expected to open slightly lower after a mixed session on Wall Street overnight.
stocks

Housing uptick may lift banks, property portals

House prices are heading up again, boosted by lower interest rates and greater certainty after the federal election. 
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 20 September.
markets

Global Market Report - 23 September

The Australian share market is expected to open flat as the local currency dipped against the US dollar and trade hopes waned after China cut short a farm trip.
personal-finance

How to make a difference with your investments

Sustainable investing can have an impact on corporate behaviour and make you a better investor.
markets

Note from the editor - 20 September

That rather loud bang you heard on Sunday morning was a swarm of apparently Iranian-made drones and missiles slamming into two oil sites in Saudi Arabia.
stocks

Best Ideas Webinar | September 2019

Adam Fleck, Morningstar's regional director of equity research Australia and New Zealand, introduces this month's equity best ideas.
stocks

Traditional banks facing their ‘Amazon’ moment

Fintechs like Square, PayPal’s Venmo and Goldman Sachs-backed Marcus will do to their traditional banking rivals what Amazon is doing to bricks-and-mortar shops.
markets

Juggling mixed signals, Fed lowers rates

Morningstar still views at least one or two more cuts over the next year as the most likely outcome.
markets

Global Market Report - 19 September

The Australian share market is expected to open slightly higher after the US central bank cut interest rates by 25 basis points.
markets

Global Market Report - 20 September

The Australian share market is expected to open higher after a mixed lead from Wall Street overnight as markets absorb the Fed’s rate cut and talk of further easing.
personal-finance

Smart shortcuts: the present bias booby trap

You're not irrational. Your mental math is skewed.
stocks

5 stocks tipped to deliver solid dividends

These companies spanning childcare, financials, listed property and fuel retailing are some of the highest dividend-yielding stocks under Morningstar’s research coverage.
fixed-income

Can bond yields really predict recession?

Morningstar Investment Management's Dan Kemp looks at yield-curve inversion and cautions that it may not be a reliable indicator of what's in store for the economy.
stocks

WeWork float delayed

Expectations were high for the office space sharing firm, but there are concerns over its valuation and corporate governance.
funds

Australia equal first for low fund fees

Aussie investors have access to some of the world's cheapest managed funds, according to Morningstar's annual Global Investor Experience Study.
stocks

Morningstar begins coverage of Cleanaway Waste Management

The garbage collection company may be overvalued at present, but it has a tidy capital allocation strategy.
stocks

Pockets of value in Aussie oil producers despite Saudi drone strike

Morningstar has increased its fair value estimates for four Australian companies.
markets

Global Market Report - 18 September

The Australian share market is expected to open slightly higher after a positive lead from Wall Street overnight, including expectations of a Fed interest rate cut.
stocks

Xero’s client knees-up dazzles but fails to account for sky-high Xero valuation

Ping-pong, skateboarding, all you can eat and drink. Don’t tell Xero that accountant software providers don’t know how to party.
funds

Investors are in the eye of the storm

Markets have weathered the worst of US-China trade tensions, says PineBridge Investments MD Michael Kelly, who also explains why shifting trade patterns aren't all bad news.
stocks

How Morningstar determines its equities coverage

Morningstar's director of equity research, ANZ, Adam Fleck, explains how the research team determine which companies to cover.
etfs

How Morningstar determines its ETFs coverage

Morningstar's director of manager research, APAC, Tim Murphy, explains how the research team determine which exchange-traded funds to cover.
retirement

5 retirement planning blind spots

Anticipate extra costs and portfolio shocks before pulling the rip cord on retirement.
markets

Global Market Report - 17 September

The Australian share market is expected to open lower after a negative lead from Wall St overnight and a spike in crude prices following the attack on oil sites in Saudi Arabia.
stocks

Ranking the value opportunities across asset classes

Cbus chief investment officer Kristian Fok gives Morningstar's Aman Ramrakha his take on the state of global equities, infrastructure and alternatives.
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 13 September.
markets

Global Market Report - 16 September

The Australian share market is expected to open slightly lower after a mixed session on Wall Street at the end of last week, marked by a 1.9 per cent fall in Apple.
etfs

Money floods into ETFs despite ‘bubble’ warning

The Australian ETF industry finished the month of August at a record $54.1bn in funds under management despite fears that a 'bubble' in passive investing is distorting share prices.\n 
markets

Note from the editor - 13 September

Another week, another potential thaw in the trade war, another iPhone - and another buy now, pay later provider. And a Kiwi one, at that.
personal-finance

Investing basics: how do you measure investment success?

Investors often review performance against a designated benchmark, but this can result in a biased comparison - so how should you determine investment success?
retirement

Trustees urged to stay calm amid ATO scrutiny of investment strategies

Investors have long been urged to diversify. Nowadays they face a fine if they don't.
stocks

Aussies flock to offshore assets

Offshore investments by all managed funds institutions in Australia, including super funds, are at a record $561.1bn.
markets

Global Market Report - 13 September

The Australian share market is expected to open higher as global equities strengthen on positive US-China trade developments.
stocks

Scaling the emerging markets landscape

Lazard Asset Management's Rohit Chopra gives his take on the trade war, what he looks for in companies and where some bright spots lie.
stocks

Cheaper iPhone, streaming service fail to lift Apple fair value

Apple remains overvalued, says Morningstar, despite the smartphone maker’s latest efforts to boost sales, which include a cheaper iPhone and a TV-streaming service.
personal-finance

Smart shortcuts for the DIY investor

Time is limited and information overwhelming. Shortcuts and rules of thumb can help in life--and investing.
markets

Global Market Report - 12 September

The Australian share market is expected to open higher - mirroring an overnight rise on Wall Street - where fresh trade hopes gave tariff-sensitive stocks a boost.
funds

Trade war will outlast Trump, warns Lazard

The world is underestimating the US-China trade war and it will endure beyond the Trump administration, warns Lazard Asset Management's head of US equity Ron Temple.
etfs

Morningstar expands global equity ETF coverage

Strategic beta funds are a key introduction while international equity is now the largest ETF category in terms of net assets, with $22bn under management.
stocks

Trade war: doubts persist despite latest round of goodwill

Fears remain among analysts and asset managers that trade war tensions will worsen and hurt global growth, despite the latest softening in the dispute.\n 
stocks

Modi momentum: India’s reform challenge continues

For Australian investors, Indian equities offer a low correlation compared to global markets due to their domestic focus.
stocks

Smart beta enters mainstream

Investors are progressively shifting away from underperforming, high fee charging active funds to smart beta strategies, according to a new survey spanning Asia-Pacific.
markets

Global Market Report - 11 September

The Australian share market is tipped to rise in early trade following a late rally by Wall Street's industrial stocks.
funds

Best and worst performing global equity funds in 2018/19

Magellan Global has taken the prize for the top returning global equity fund under Morningstar's coverage in 2018, leading the way through turbulent times.
stocks

How far negative could Bank of Japan send rates?

The central bank says it will not hesitate to take additional easing measures if it sees signs of slowing momentum concerning its inflation outlook.
etfs

What happens if everyone indexes?

Morningstar's director of passive strategies research Alex Bryan discusses some possible consequences.
markets

Global Market Report - 10 September

The Australian share market is set to edge lower in early trade, with a flat overnight performance on Wall Street providing little lead for the local bourse.
stocks

You can't make a quick buck from an IPO

WeWork won't work, says Morningstar columnist Rodney Hobson. Instead, try more established competitors. 
personal-finance

20 common investing mistakes

Be sure you set a plan and don't let emotions steer you off course.
stocks

Mid caps poised to catch up to larger rivals

Mid-cap stocks have been underperforming large companies on the ASX because of the greater volatility, but asset managers expect this pattern to reverse in the longer term.
stocks

Afterpay: buy now, regret later?

The buy now, pay later platform has had an incredible run but new rivals are closing in, says Morningstar's Chanaka Gunasekera. 
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 6 September.
markets

Global Market Report - 9 September

The Australian share market is set for a subdued open following weaker than expected US jobs growth and mounting expectations that the Fed will cut interest rates.
personal-finance

Investing basics: tips for building your first investment portfolio

You've opened an brokerage account, but now you need to fill it. We help you get started.
funds

Think twice before investing in global small-cap funds

Lacklustre results of global small-cap managers should give investors pause for thought, says Morningstar's Michael Malseed.
funds

Magellan's new High Conviction Trust under the microscope

Strong incentives on offer, but be mindful of this strategy's riskier investment profile, writes Morningstar associate director, manager research Michael Malseed.
markets

Global Market Report - 5 September

Australian shares are expected to open higher, joining a broad global rally in the wake of strong Chinese data and easing geopolitical tensions.
markets

Global Market Report - 6 September

The Australian share market is expected to follow Wall Street higher, with US markets strengthening overnight amid renewed trade optimism and upbeat economic data.
stocks

Earnings wrap: how did the wide-moat stocks perform?

Morningstar's wide moat stocks didn't shoot the lights out this earnings season, but they at least did well enough to defy global volatility and roundly meet expectations.
stocks

The Morningstar Four: How to spot a well-managed company

Only four companies in Morningstar’s coverage are both undervalued and carry an exemplary stewardship rating. Here we explain why.
etfs

What happens if everyone indexes?

Morningstar's diretor of passive strategies Alex Bryan discusses some possible consequences. 
retirement

Retirees: avoid these traps in turbulent markets

Recent volatility provides a good reason for retirees to check up on their portfolios--but don't overdo it.
personal-finance

A down-market survival guide for your 20s, 30s, and 40s

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.\n 
markets

Global Market Report - 4 September

The Australian share market is expected to open lower after weak factory data hurt Wall St and spurred fears about global growth.
stocks

Iluka joins VMWare, Kellogg, Richemont in Global Best Ideas list

The Aussie zircon miner has regained its place alongside software giant VMWare, Corn Flakes maker Kellogg Co, and Swiss luxury brand stable Richemont.
stocks

Woolies maintains edge on Coles as foreign raiders loom

Aussie supermarket giants face a changing market and cut-price rivals from the US and Germany.
stocks

Cheat codes to win at video game investing

If the thought of spending hours on a video game isn’t appealing, you could always invest in e-sport stocks.
stocks

Can you profit from the vegan boom?

ESG investors and sustainable fund managers are taking a keen interest in the surge in demand for meat-free products.
markets

Global Market Report - 3 September

The Australian share market is expected to open lower ahead of the central bank’s decision on monetary policy.
stocks

Morningstar starts coverage of Afterpay at $22

Buy-now, pay-later juggernaut Afterpay has had runaway success but it is overvalued and carries a high-uncertainty rating because of business and competition risks.
stocks

Downturn is coming: Warnes' warning for investors

Morningstar head of equity research Peter Warnes identifies the performers of this earning season and issues a warning to investors of what action to take as uncertainty builds.
stocks

Market volatility: How much risk can you handle?

Knowing your risk tolerance is crucial to deciding when to get in – and out of – the market.
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 30 August.
markets

Global Market Report - 2 September

The Australian share market is expected to open flat after a mixed result on Wall Street at the end of last week as fresh tariffs loom.