Morningstar Australia - Empowering Investor Success

etfs
Future Focus: Red flags for ETFs
What should investors avoid?
Future Focus: Red flags for ETFs
Future Focus: Red flags for ETFs
stocks
Moated ASX player makes moves to support growth in China

Moated ASX player makes moves to support growth in China

a2Milk announced an acquisition and a divestiture as it aims to take a bigger slice of China’s baby formula market.
stocks
Cochlear earnings: Shares overvalued as demand softens

Cochlear earnings: Shares overvalued as demand softens

Cochlear’s met expectations, but investors overly optimistic.
personal-finance
Why Buffett’s critics may regret it again

Why Buffett’s critics may regret it again

Cash, caution and a lifetime of lessons.
personal-finance
Designing a life, with money to spare

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
retirement
Are you ready for retirement?

Are you ready for retirement?

A four step checklist to get ready for retirement. 
stocks
Investors overly optimistic on ASX highflyer

Investors overly optimistic on ASX highflyer

Margins improve but primary market is limited.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,170.70-0.68%
CAC 407,884.05-0.50%
DAX 4024,314.77-0.18%
Dow JONES (US)44,911.82-0.08%
FTSE 1009,157.740.21%
HKSE25,195.680.07%
NASDAQ21,629.770.03%
Nikkei 22543,652.32-0.14%
NZX 50 Index12,943.16-0.21%
S&P 5006,449.15-0.01%
S&P/ASX 2008,893.20-0.74%
SSE Composite Index3,740.870.34%
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?