Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: The three factors that will increase your returns
Perfect your portfolio to put yourself in the best position to maximise your returns.
Future Focus: The three factors that will increase your returns
Future Focus: The three factors that will increase your returns
stocks
Our thoughts on takeover bid for ASX energy major Santos

Our thoughts on takeover bid for ASX energy major Santos

Unless regulators step in, the ASX looks set to lose another icon.
stocks
Big ASX IPO sees Bain cash in on Virgin at opportune time

Big ASX IPO sees Bain cash in on Virgin at opportune time

We think Virgin’s offer price reflects benign industry conditions that are unlikely to remain so good forever.
personal-finance
Bookworm: Should you view stocks like a private equity buyer?

Bookworm: Should you view stocks like a private equity buyer?

Certain qualities make a company more attractive to acquirers. Is hunting potential takeover targets and deal premiums a viable approach?
stocks
Have these tax loss selling candidates fallen too far?

Have these tax loss selling candidates fallen too far?

These two ASX shares have had the year from hell. According to our analysts, this could spell an opportunity.
stocks
These are the best mag seven stocks to consider for AI investing

These are the best mag seven stocks to consider for AI investing

Magnificent Seven companies have become synonymous with artificial intelligence, but some have more exposure to the AI investing theme than others.
personal-finance
Unconventional wisdom: This hot investment is a hard no from me

Unconventional wisdom: This hot investment is a hard no from me

A flood of new money and a narrative that is too good to be true.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,757.90-0.15%
CAC 407,656.12-0.36%
DAX 4023,317.81-0.50%
Dow JONES (US)42,306.240.21%
FTSE 1008,843.470.11%
HKSE23,710.69-1.12%
NASDAQ19,619.020.50%
Nikkei 22538,885.150.90%
NZX 50 Index12,627.32-0.10%
S&P 5006,002.350.33%
S&P/ASX 2008,531.20-0.12%
SSE Composite Index3,388.810.04%
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?