Morningstar Australia - Empowering Investor Success
stocks
Trump’s US dollar assault is fuelling CBA’s rise
A recent $1 billion investment in CBA by Texas based fund manager expresses concern for the outlook of the USD.
stocks
Netflix: A business that’s nearly flawless
Streaming giant’s stellar results had areas of softness; currency tailwinds drive guidance raise.
retirement
How to address risks facing retirees
Some of the primary risks associated with retirement can be solved with annuities but they remain unpopular with investors.
personal-finance
Active or passive? Neither works for many investors.
Investor behaviour makes it very difficult for active managers to outperform. The same behaviour causes many passive investors to trail the very indexes they purportedly are seeking out.
markets
Chart of the Week: Brighter days ahead for consumers and retailers
Morningstar analysts are optimistic about the near-term outlook for the retail sector.
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.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Ioneer Ltd INR | 0.13 | 0.00% |
| Sayona Mining Ltd SYA | 0.02 | 4.35% |
| Vault Minerals Ltd VAU | 0.41 | 0.00% |
| Telstra Group Ltd TLS | 4.90 | 0.41% |
| Bapcor Ltd BAP | 3.66 | 28.38% |
| Liontown Resources Ltd LTR | 0.96 | 3.23% |
| Bellevue Gold Ltd BGL | 0.90 | 3.24% |
| Coronado Global Resources Inc CRN | 0.20 | 2.63% |
| Droneshield Ltd DRO | 3.37 | 5.87% |
| Zip Co Ltd ZIP | 3.13 | 4.68% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,979.40 | -0.24% |
| CAC 40 | 7,818.28 | -0.41% |
| DAX 40 | 24,295.93 | 0.23% |
| Dow JONES (US) | 44,693.91 | -0.70% |
| FTSE 100 | 9,138.37 | 0.85% |
| HKSE | 25,667.18 | 0.51% |
| NASDAQ | 21,057.96 | 0.18% |
| Nikkei 225 | 41,826.34 | 1.59% |
| NZX 50 Index | 12,805.13 | 0.09% |
| S&P 500 | 6,363.35 | 0.07% |
| S&P/ASX 200 | 8,709.40 | -0.32% |
| SSE Composite Index | 3,605.73 | 0.65% |
Specialists
Mark LaMonica, CFA
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?