Our top investing insights from this week.

Want to stay informed about what is happening in the world of investing? Get Morningstar insights in your inbox

Shani Jayamanne

Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.

Shani's Future Focus column is published every Wednesday. This week, Shani explained why she doesn't hold any cash in her investment portfolio. Read Shani's reasoning, and why she expects this will change in the distant future here.

Shani's Chart of the week looked at Morningstar's forecast for data centre electricity demand.

Taxes are one of life's few certainties. But as payments to the ATO eat into the final return you receive from your investments, it can pay to invest in a way that keeps your bill to a minimum. See Shani's guide to minimising taxes as an investor

When it comes to taxes, there is often one set of rules for Australian residents and another for expats and migrants. Shani enlisted the help of expat tax specialist Alison Wood to share tips for those of you in this camp. Read them here.

Read more of Shani's articles.

Joseph Taylor

Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.

Joseph's Bookworm column is published every Tuesday. This time, Joseph explored whether a successful venture capital investor's framework can help investors find public companies with abnormal growth potential. Learn more about Richard Koch's 'Star Principle' here.

Joseph loves finding bargains in the infamous middle aisle of his local supermarket. He also thinks the products you'll find here hold an important investing lesson on what does and doesn't make a moat. Read more here.

If you have a question about any of the stocks or industries in our Australian coverage, please email it to [email protected]. Select questions will be put to the analyst covering the stock and may be published in a future Ask the analyst article.

Read more of Joseph's articles.

sim-morningstar

Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.

Is university a one-way ticket to being better off? Is a trade or practical skill more valuable than an arts degree? Or is the answer somewhere in between? In the debut of her Young & Invested column, Sim asked whether university is still worth it. 

Sim also shared our analyst's updated thesis on Auckland Airport and why it may qualify as an asset you could hold forever. Read more here

Read more of Simonelle's articles.

Mark LaMonica

 

Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.

Mark's column Unconventional wisdom is published every Monday. In this week's edition, Mark discussed the inevitable role that randomness plays in investment returns. He also shared some thoughts on how to build a portfolio that is resilient to misfortune. Read it here.

Mark provided an update on his attempt to combine high-yielding shares and those with dividend growth potential in one income producing strategy. See his updated thoughts on this approach and how it has performed.

Dividend Investor Monthly is Mark's new column for those hoping to grow their passive income and get closer to financial freedom. See the first edition here.

Read more of Mark's articles.

More content from Morningstar this week

It was a volatile week for many shares with exposure to the AI theme. Sarah Hansen summed up the initial sell-off in four charts

Firstlinks editor James Gruber explored some challenges that investors may face when it comes to building a dividend portfolio.

James also shared some insights from a new book written on the early investment successes of Warren Buffett.

This week on Investing Compass

In this episode, Mark and Shani discuss the three popular assets you won't find in Mark's portfolio. 

Listen on:

Get more of Morningstar's articles in your inbox