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.
Future Focus: The biggest asset manager in the world thinks you won’t achieve your goals.
Future Focus: The biggest asset manager in the world thinks you won’t achieve your goals.
personal-finance
Your thoughts on Australia’s super system

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
Our view of BHP after June quarter results

Our view of BHP after June quarter results

Record copper volumes are reported.
stocks
James Hardie transfers of share listing to New York Stock Exchange

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

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

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

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

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,941.500.17%
CAC 407,744.41-0.69%
DAX 4024,041.90-1.09%
Dow JONES (US)44,502.440.40%
FTSE 1009,023.810.12%
HKSE25,130.030.54%
NASDAQ20,892.69-0.39%
Nikkei 22539,774.92-0.11%
NZX 50 Index12,833.74-0.99%
S&P 5006,309.620.06%
S&P/ASX 2008,677.200.10%
SSE Composite Index3,581.860.62%
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?