Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Do young people need a financial adviser?
Navigating money in your youth - fly solo or seek advice?
Young & Invested: Do young people need a financial adviser?
Young & Invested: Do young people need a financial adviser?
stocks
Stock showdown: How similar are BHP and Rio Tinto as investment propositions?

Stock showdown: How similar are BHP and Rio Tinto as investment propositions?

I enlist the help of our global mining analyst Jon Mills to compare the ASX mining heavyweights.
personal-finance
Future Focus: How to successfully monitor your portfolio

Future Focus: How to successfully monitor your portfolio

For successful investors, your job doesn’t end when you hit ‘buy’.
retirement
Mark to market: Should you invest outside of super?

Mark to market: Should you invest outside of super?

Mark answers a reader question about investing outside of super. 
personal-finance
Bookworm: How capital cycle analysis can unearth superior long-term investments

Bookworm: How capital cycle analysis can unearth superior long-term investments

Why companies that are immune to the ravages of capitalism are so valuable, and two hallmarks that can alert you to their presence.
stocks
Outlook softens for ASX packaging company

Outlook softens for ASX packaging company

Weak North American volumes temper outlook.
retirement
Cage fight: US & Australian retirement systems

Cage fight: US & Australian retirement systems

This week’s episode of Investing Compass explores which country has the better retirement system.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,462.600.49%
CAC 407,747.630.69%
DAX 4023,494.530.61%
Dow JONES (US)41,368.450.62%
FTSE 1008,568.830.44%
HKSE22,867.740.40%
NASDAQ17,928.141.07%
Nikkei 22537,503.331.56%
NZX 50 Index12,605.071.11%
S&P 5005,663.940.58%
S&P/ASX 2008,231.200.48%
SSE Composite Index3,342.00-0.30%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market

Bookworm: Lessons from Buffett’s behaviour in a long bear market

Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria

Bookworm: This ASX name meets many of Terry Smith’s criteria

Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man

Bookworm: An investing lesson from the world’s second richest man

When it comes to stocks, are you an owner or a renter?