Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: The biggest asset manager in the world thinks you won’t achieve your goals.
Returns and diversification aren’t going to be what they’ve been in the past. Here’s what investors can do.
personal-finance
Your thoughts on Australia’s super system
This episode of Investing Compass reviews the Australian superannuation system. For each aspect of the retirement system, Mark gives it a grade, but also shares the average grade that Morningstar readers gave.
stocks
James Hardie transfers of share listing to New York Stock Exchange
The change is a result of the controversial Azek acquisition.
markets
Will Trump really fire Powell? Markets whipsaw with Fed independence on the line
With the Fed’s inflation credibility at risk, longer-dated bonds sold off on Trump’s threats.
personal-finance
The key to being happy with your finances
New research from Morningstar’s behavioural research team looks into how to really achieve financial wellness.
personal-finance
Unconventional wisdom: Five ASX candidates for a mean reversion strategy
A sensible way to pursue a mean reversion strategy.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Pilbara Minerals Ltd PLS | 1.88 | 5.34% |
| Metro Mining Ltd MMI | 0.07 | 4.23% |
| Arafura Rare Earths Ltd ARU | 0.23 | 4.26% |
| Vault Minerals Ltd VAU | 0.41 | 3.80% |
| Sayona Mining Ltd SYA | 0.02 | 0.00% |
| Ramelius Resources Ltd RMS | 2.66 | 8.13% |
| Coronado Global Resources Inc CRN | 0.19 | 8.82% |
| Liontown Resources Ltd LTR | 0.97 | 6.31% |
| South32 Ltd S32 | 3.05 | 0.99% |
| Qoria Ltd QOR | 0.50 | 11.11% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,941.50 | 0.17% |
| CAC 40 | 7,757.12 | -0.53% |
| DAX 40 | 24,101.78 | -0.85% |
| Dow JONES (US) | 44,323.07 | -0.04% |
| FTSE 100 | 9,017.77 | 0.05% |
| HKSE | 25,130.03 | 0.54% |
| NASDAQ | 20,974.18 | 0.38% |
| Nikkei 225 | 39,774.92 | -0.11% |
| NZX 50 Index | 12,833.74 | -0.99% |
| S&P 500 | 6,305.60 | 0.14% |
| S&P/ASX 200 | 8,677.20 | 0.10% |
| SSE Composite Index | 3,581.86 | 0.62% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
James Gruber
Simonelle Mody
personal-finance
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.
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
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
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?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
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
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
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
When it comes to stocks, are you an owner or a renter?