Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Are we too obsessed with ETFs?
“The stock market is a device for transferring money from the impatient to the patient.” Warren Buffett.
Young & Invested: Are we too obsessed with ETFs?
Young & Invested: Are we too obsessed with ETFs?
stocks
Ask the analyst: Why does the Santos story need to end like this?

Ask the analyst: Why does the Santos story need to end like this?

Santos’ disappointing returns over the past twenty years are mostly a result of bad timing. The timing of its potential departure from the ASX could also be unfortunate.
personal-finance
Future Focus: Are you wealthy?

Future Focus: Are you wealthy?

These are some of the factors that determine if you’re doing well.
personal-finance
Should you only invest in shares?

Should you only invest in shares?

Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds.  For some investors this may make sense but there are some caveats. 
stocks
Can a deep value approach work for individual investors?

Can a deep value approach work for individual investors?

Featuring what was probably the most interesting stock pitch at Morningstar’s recent conference for advisers.
personal-finance
What to do when you inherit shares

What to do when you inherit shares

Implications of inheriting or bequeathing shares
personal-finance
Unconventional wisdom: Is housing the anchor weighing Australia down?

Unconventional wisdom: Is housing the anchor weighing Australia down?

Is might be time to just say no to buying a house.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,779.900.06%
CAC 407,558.16-0.76%
DAX 4023,498.33-0.61%
Dow JONES (US)42,982.43-0.25%
FTSE 1008,718.75-0.46%
HKSE24,474.671.23%
NASDAQ19,973.550.31%
Nikkei 22538,942.070.39%
NZX 50 Index12,460.96-0.05%
S&P 5006,092.16-0.00%
S&P/ASX 2008,559.200.04%
SSE Composite Index3,455.971.04%
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?