Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: Market returns are secondary to this return driver
Want to be a successful investor? You’re focusing on the wrong thing.
Future Focus: Market returns are secondary to this return driver
Future Focus: Market returns are secondary to this return driver
stocks
Two cheap ASX lithium miners to benefit from recovery

Two cheap ASX lithium miners to benefit from recovery

We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
personal-finance
Bookworm: How to avoid falling for a mistaken moat

Bookworm: How to avoid falling for a mistaken moat

One of the most popular investing books ever taught us to investigate hot products as potential investments. Another preaches caution while doing so.
stocks
New ASX share added to our best ideas list

New ASX share added to our best ideas list

This wide moat share is trading at a 17% discount to our fair value.
stocks
Unconventional wisdom: Three ways we have it better than professional investors

Unconventional wisdom: Three ways we have it better than professional investors

Individual investors have all the advantages over the professionals but too many of us squander them. .
stocks
Humbling year for undervalued ASX listed share

Humbling year for undervalued ASX listed share

Disappointing results but well-telegraphed fiscal 2025.
markets
Four key trends shaping portfolios

Four key trends shaping portfolios

Zoom out and there are four clear trends that will last for a decade or more.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,766.000.86%
CAC 407,763.840.34%
DAX 4024,091.620.67%
Dow JONES (US)42,519.640.51%
FTSE 1008,787.020.15%
HKSE23,680.730.72%
NASDAQ19,398.960.81%
Nikkei 22537,775.040.88%
NZX 50 Index12,479.281.23%
S&P 5005,970.370.58%
S&P/ASX 2008,539.300.86%
SSE Composite Index3,376.580.43%
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?