Morningstar Site Map

Revisiting a 60-year-old argument.

Morningstar analyst Mark Taylor believes imminent growth in explosives earnings could lift sentiment.

ASX set to rise at the open, after Wall St finishes the month slightly up.

ASX set to rise at the open, after Wall St bounced back from the previous week's declines.

nabtrade’s Gemma Dale provides a snapshot into how investors are positioning their portfolios in a challenged investment environment.

The market’s biggest names haven’t escaped the sting of rising rates.

Analysts predict margin expansion on a materially undervalued stock. 

ASX set to fall at the open, after further declines on Wall St, imminent ground invasion in Gaza.

Mark speaks about how he has structured his portfolio for income.

Inflation will head back towards central bank targets of 2-3% in the US and Australia over the next 12 months, according to bond manager, Pimco.

Morningstar’s CIO for EMEA, Mike Coop says cash is back as a home for capital – but only for shorter term needs

KiwiSaver assets slipped to NZD 96.0 billion, with almost all multisector KiwiSaver funds producing negative returns over the September quarter.

ASX set to fall slightly at the open, after US market saw another bad day for big tech stocks, and GDP data pointing to a hotter economy.

A look at which companies are best positioned to navigate an AI-based future.

Three lessons from the pandemic boom.

Ignore the short-term noise and stick to your investment plan.

A new report suggests most Australians want to share their wealth with the next generation but are unsure of the best ways to do it.

An income pick for a higher for longer interest rate environment and elevated inflation. 

ASX set to fall at the open, after big tech drags US market down.

ASX set to rise at the open, as Wall St responded favourably to key corporate forecasts surprising to the upside.

Carve out some time to discuss financial planning.

There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples show the flaw in taxing unrealised gains. And stop calling it a 30% tax.

ASX set set to fall at the open, after a choppy session on Wall St, and volatile day in bonds.

The company’s Head of Investments in the Asia Pacific, Duncan Burns, told the Morningstar Investor Conference in Sydney that inflation hasn’t been tamed and the RBA has more work to do.

The reward for those who stand and wait.

A deep dive into small caps – how they behave, and the types of investors they suit

ASX set to fall at the open, as Investors grappled with a sharp increase in borrowing costs and the possibility of worsening violence in the Middle East.

While yields may be near their peak, the current range of rates could persist for some time.

The Aussie dollar is tipped to keep depreciating. Is this an opportunity for investors? 

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

ASX set to fall at the open, as Wall St responds to strong labor data and mixed Fed commentary.

Plenty of opportunities in undervalued market despite economic headwinds.

Analyst Jon Mills explains why he’s recently increased fair value estimates for Australian coal companies.

These undervalued stocks with reliable dividends are worth considering.

Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies' have suffered, even property with long leases, quality tenants and tailwinds.

Investors need to rethink their portfolio rising inflation and a challenged outlook. 

Australian shares are set to fall at the open, as rising tension in Gaza keep investors uneasy. US Bond yields continued to climb.

ASX to rise despite mixed session on Wall Street, with increased retail sales stoking fears of more rate rises.

Investors are underestimating the prospects of this ASX listed asset manager. 

With likely lower profit margins and commentary on self-driving software, here’s what we’ll be looking for in Tesla’s earnings.

Interest rates are higher but for individual investors there is a case to be made that alternatives including dividend paying shares are still more attractive over the long-term.

ASX set to rise following a positive day on Wall Street, with all three major indices higher.

A jump in Treasury debt issuance is playing a role in the rise in bond yields.

ASX set to fall at market open, as investors look to the unfolding situation in the middle east, and US reporting season picks up.

Balanced funds are sometimes dangerous—but can their risks be avoided?

Investors are saturated with market commentary: overweight this, underweight that, or ride this long-term theme. Yet the best strategy is often to resist all of that and do nothing.

Australian shares are set to fall at market open, following losses in the US after inflation data posed to be higher than forecast.

Simon Conn of Investors Mutual says small caps are poised for a turnaround and there are three stocks that he likes right now. 

The number of ESG benchmarks and indices are growing, but with increased diversity comes a broad risk-return profile.

ASX set to rise on back of Wall Street rally, oil and bond yields easing.

Fallout from interest rate tightening is manageable.

Three top factors that may affect your living decisions as you age.

We can regulate our primitive emotions through cognitive change and that's useful for investing.

There was no sell-off on the main international stock exchanges after the Hamas attack, but strategists and managers are looking at the consequences of a lasting war.

International stock investors don’t talk much about national ethics—but perhaps they should.

ASX set to rise following gains overseas as investors were comforted by signs US interest rates may have peaked.

Alphabet, Meta, and Amazon face human and digital rights-related shareholder proposals.

Despite recent market weakness these shares are still trading in overvalued territory.

Keeping a close watch on iPhone sales trends.

The NSW Government comes out with shared equity scheme. Are you eligible and how much do you actually need?

Mark LaMonica, CFA looks back at the .com crash of 2000 and the Nifty-Fifty crash of 1973 to see if there are any parallels to today, and what we can learn from the downturns. \n 

ASX set to edge higher following a rebound on Wall Street as investors assessed developments in the situation in Israel.

Even with a slowing economy next year, investors should expect higher rates.

Australian shares are set to rise at at market open following a positive end on Wall Street last week as investors warmed to a positive jobs report, and shift focus to financial uncertainty over the Israel war.

They now belong in the total-return conversation.

The sale of low-returning U.S. mortgage servicing unit heightens focus on core register maintenance and records management business. 

What investors can do to identify warning signs and address the associated risks.

Market exuberance surrounds Pro Medicus with a surging share price but does the valuation match its fundamentals?

SMSFs offer unlimited investment flexibility and most trustees make their own decisions but the majority of investments fall into five categories. There remains a strong home bias despite global opportunities.

Our monthly update detailing the short- and long-term performance of major indices.

Australian shares are set to oper higher as tech stocks lifted on Wall Street, helped by US bonds retreating from record highs. US investors remain focused on a potential government shutdown.

The new super tax is a heavy surcharge on long-term investments because most of the gains from growth assets come from value gains which are mainly due to inflation.

It’s a better solution than forcing assets out of super or imposing personal marginal tax rates. But perhaps the bigger question is, what else is to come?

Australian shares are positioned to open lower as a bond sell-off on Wall Street wiped out gain US market gains. US yields were boosted amid upbeat job data and rate-hike speculation.

A diversified income portfolio helps investors meet their goals by containing companies that provide high current yields and companies that have strong future prospects for dividend growth. 

Higher royalties are more than offset by improved near-term thermal and metallurgical coal prices and weaker exchange rates.

Australian shares are set to fall at the open, following a mixed day in the US marked by bond yields surging and utilities tumbling. Investors refocus on US rates as Australians anticipate the RBA decision later today.

It’s also among the best value stocks for the long term.

Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund options. Magellan will resist as it must act in the interests of all unitholders and the cost comes from Magellan itself.

Even the fund managers who have out-performed since inception peak early, then suffer declining out-performance after that. It’s a guaranteed slide into mediocrity, even for greats like Warren Buffett, who peaked decades ago.