Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Can Gen Z and Millennials still build wealth in Australia?
A neurologist’s perspective on how to build slow wealth.
Young & Invested: Can Gen Z and Millennials still build wealth in Australia?
Young & Invested: Can Gen Z and Millennials still build wealth in Australia?
stocks
This ASX stock’s bubble has well and truly burst

This ASX stock’s bubble has well and truly burst

Pandemic related tailwinds are a distant memory for Reece, which looks set to face more competition in Australia.
stocks
Ask the analyst: Are markets missing something with CSL?

Ask the analyst: Are markets missing something with CSL?

I catch up with Shane Ponraj after an eventful reporting season for healthcare major CSL.
personal-finance
Family trusts explained: Are they for you?

Family trusts explained: Are they for you?

In this episode of Investing Compass, Mark and Shani talk
personal-finance
Do you know why you are investing?

Do you know why you are investing?

Research from our Behavioural Insights team suggests that many investors should clarify what drives their investment decisions.
personal-finance
Future Focus: Can I lower my tax rate with a company?

Future Focus: Can I lower my tax rate with a company?

Can a company structure help you lower your tax obligations?
stocks
Cheap ASX energy play boasts strong cash flows and balance sheet

Cheap ASX energy play boasts strong cash flows and balance sheet

Markets appear overly bearish on the company despite the company having attracting growth options.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,231.100.03%
CAC 407,749.730.52%
DAX 4024,072.74-0.33%
Dow JONES (US)45,449.880.07%
FTSE 1009,249.50-0.18%
HKSE25,201.76-1.27%
NASDAQ21,510.15-0.16%
Nikkei 22542,520.270.30%
NZX 50 Index12,861.84-0.74%
S&P 5006,462.95-0.05%
S&P/ASX 2008,960.50-0.01%
SSE Composite Index3,800.35-1.76%
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?