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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.