13/10/2016 | 8:07 AM Low return forecasts aren't a reason to skip investing but they do have an impact on saving and withdrawal rates and asset allocation. From Morningstar US.
12/10/2016 | 9:36 AM The 31 October deadline is fast approaching but the good news for investors is they can claim any losses on their shares to offset any capital gains they may make in future years.
20/09/2016 | 2:19 PM Morningstar Australasia has announced the agenda and speakers for its fourth annual Investment Conference for Australian individual investors and self-managed superannuation fund (SMSF) trustees.
05/09/2016 | 9:04 AM These five behavioural hacks may help you prevent some of the most common mistakes of individual investors, according to Steve Wendel, Morningstar's resident behavioural finance expert.
15/08/2016 | 9:33 AM Over the year to 31 July, the average return from the 43 companies which had listed on the ASX was 26.2 per cent, compared to a return of just 5.0 per cent from the S&P/ASX 200.
02/08/2016 | 1:14 PM Investors concerned about environmental, social and other issues around sustainability now have a sophisticated new process open to them for ranking Australian and global companies.
22/07/2016 | 8:02 AM As the country approaches the start of the biggest intergenerational wealth transfer in its history, imputation bonds can play a highly beneficial role within a secure estate plan.
20/07/2016 | 8:07 AM For any investor, there are many common pitfalls to building a portfolio of assets, but by following a handful of rules you can create the best opportunity for gains while limiting your losses.
18/07/2016 | 8:31 AM With low- to mid-single-digit investment returns expected for a long time to come, and with the rapid rise of robo-advice, performance fees look set to become more commonplace.
07/07/2016 | 8:24 AM Here are five steps on how to avoid costly portfolio mistakes, provided by Morningstar's US-based head of behavioural sciences Steve Wendel.
28/06/2016 | 10:54 AM Understanding how your thought patterns drive investment decisions could amount to hundreds of thousands of dollars over your lifetime, explains behavioural finance expert Simon Russell.
20/06/2016 | 8:29 AM Low levels of trust in financial advisers has been a common theme followed by Australia's media in recent years, as high-profile cases of misconduct have been unearthed in some large financial institutions.
16/06/2016 | 12:15 PM While now may be an opportune time to make an in-specie contribution of shares into your SMSF, there are some important details to be aware of.
10/06/2016 | 8:04 AM There are four types of stocks every savvy investor should hold in order to bring about a balanced equity portfolio, OnMarket BookBuilds' Tim Eisenhauer says.
08/06/2016 | 10:54 AM Active investing versus index investing isn't necessarily a prescriptive "one or the other" approach, explains Stephen van Eyk.
06/06/2016 | 8:53 AM Strategic-beta investments should be made only after checking their relative valuations, according to Morningstar's John Rekenthaler.
01/06/2016 | 2:23 PM What do the terms blockchain, crypto-currency and Bitcoin mean and how could these concepts affect you and your investment portfolio?
31/05/2016 | 8:28 AM There are two schools of thought on whether those who make less money should assume more risk in their portfolios, according to Morningstar's John Rekenthaler.
30/05/2016 | 8:23 AM US financial planning guru Harold Evensky's concept for portfolio allocation can help bring retirees peace of mind and avoid poorly timed sales, says Morningstar's US-based director of personal finance.
27/05/2016 | 8:02 AM Successful investing requires a rare ability to overcome one's own psychological weaknesses--but you have to identify them first.
12/05/2016 | 11:47 AM Even well-respected, blue-chip companies can introduce unacceptable levels of risk into your investment portfolio.
01/04/2016 | 11:49 AM The Morningstar Economic Moat Rating represents a company's sustainable competitive advantage. A company with an economic moat can fend off competition and earn high returns on capital for many years to come.
31/03/2016 | 10:55 AM Investors cannot all buy the same stock at the same price--popularity affects price and leads us to buy high and sell low, obliterating any profit we could have gained.
30/03/2016 | 8:25 AM If you're going to put your hard-earned cash into the public float of a company, it is important to know the markers of a good investment.
22/03/2016 | 8:54 AM Investors who are overconfident in their abilities may trade more often and hurt themselves in the end, says UC Berkeley professor Terry Odean.
10/03/2016 | 11:45 AM Investors may not be rewarded for risk-taking during the next several years, so they should tweak their spending and saving patterns instead, says US-based financial-planning expert Michael Kitces.
02/03/2016 | 8:13 AM Investing consistently within an individual's risk tolerance helps avoid unprofitable trading, which can markedly diminish investment performance over both the short and longer term.
02/02/2016 | 3:14 PM While it's impossible to predict the future, the market environment today for Australians is unique and therefore it makes more sense to base withdrawal rates off expectations versus history.
27/01/2016 | 10:09 AM Alpha is often described as the extra profit delivered by fund managers on top of market returns. Understanding alpha can help you make better investment decisions.
14/01/2016 | 8:25 AM The interplay of several elements--economic moats, strong finances and balanced payout ratios--creates a reliable stream of dividends, as Morningstar's Josh Peters explains.
09/12/2015 | 3:50 PM One of the key elements to successful investing is patience--it is important to remember that a long-term mindset is required to achieve investment goals.
08/12/2015 | 8:27 AM Deep risk, or a substantial loss of real assets over a period of at least a generation, can be caused by deflation, inflation, confiscation, or devastation, says author Bill Bernstein.
08/12/2015 | 8:22 AM While some pundits may be able to call the highs and lows in this or that market with some regularity, investors simply need to follow these steps in order to maintain a sound portfolio.
07/12/2015 | 8:46 AM Morningstar's Peter Warnes clears up some misconceptions around the reasons behind changes in recommendations due to changes in share prices.
03/12/2015 | 8:52 AM The payout ratio--the dividend rate divided by earnings--can give you an idea of how well covered the dividend is, and how likely it is to grow, says Morningstar's Josh Peters.
03/12/2015 | 8:33 AM Don't get hung up on labels; the best approach melds both strategies, Morningstar director of personal finance Christine Benz says.
02/12/2015 | 8:21 AM Diversifying or spreading investments across multiple asset classes reduces a portfolio's overall risk, as losses made in one asset class can be offset by gains in others.
02/12/2015 | 8:18 AM In August 2015, the VIX volatility index spiked to 28.3, its highest level since 2011. With volatility here to stay, Morningstar contributor John Waggoner explains how to brave the bumps.
23/11/2015 | 8:24 AM Several types of investment risk can threaten your portfolio--some are easier to avoid than others.
20/11/2015 | 8:21 AM Employing the research on flexible withdrawal rates calls for a healthy dose of common sense, according to Morningstar's US-based director of personal finance Christine Benz.
17/11/2015 | 8:25 AM Once an investor is aware of their biases they can actually bring them under control, which in turn can have a pretty big impact on returns.
12/11/2015 | 8:14 AM It's a useful starting point for retirement planning but it's crucial to understand the assumptions behind it, Morningstar's US-based director of personal finance Christine Benz says.
14/07/2015 | 8:46 AM From time to time, equity markets will experience bouts of volatility due to a variety of reasons. Here are 10 key tips for stopping yourself from making rash moves.
05/05/2015 | 8:18 AM Retirement plans should not end up being based on assumptions that have never been questioned.
21/04/2015 | 9:17 AM Analysing stocks is not easy but investors can use five of Morningstar's concepts to help them understand and choose quality companies.
09/04/2015 | 8:25 AM There's a practical risk to being too diversified, and when you own too many stocks and managed funds, it becomes nearly impossible to get a good knowledgeable grasp on each holding.
08/04/2015 | 8:31 AM No investment is 100 per cent free of risk so here is a field guide to the key risks for investors in stocks, bonds, and yes, cash.
17/09/2014 | 8:16 AM Operating and free cash flow yield measures are usually more than enough to determine whether a company offers compelling value, Cadence Capital's Karl Siegling says.
01/09/2014 | 1:56 PM Investors will often have heard the terms "puts" and "calls," but what are they and why would an investor buy or sell one or the other? Morningstar sets the record straight on some options-trading terminology.
09/05/2014 | 8:16 AM Recent figures have demonstrated the value of a "smart-beta" strategy in a portfolio, with a smart-beta index beating both the S&P/ASX 200 and many active fund managers on a total-return basis last year.
08/05/2014 | 7:30 AM Strategic beta is one of the fastest-growing strategies in funds management. Morningstar analyst Alex Prineas explains why.
06/05/2014 | 7:42 AM Although hybrids are complex instruments, Morningstar uses a consistent methodology to assess their quality and suitability for retail investors.
11/04/2014 | 8:13 AM The secret to knowing when to sell a long-term holding lies in doing your homework - even before you buy the stock in the first place.
04/04/2014 | 9:44 AM An economic moat provides a gauge of a company's competitive advantages and overall strength, and it is a highly valuable tool for investors of all levels.
01/04/2014 | 8:27 AM Investors frequently employ common-sense rules of thumb that often turn out to be wrong, AMP Capital's Shane Oliver says.
15/01/2014 | 8:32 AM Investing as part of a herd mentality is a common investment concept. Ibbotson Associates' Michael Coop explains what it means to take a contrarian view.
11/11/2013 | 8:22 AM Every so often, it's worth reviewing each stock in your portfolio to make sure the reasons you bought it in the first place remain intact. By doing so, several mistakes can be avoided.
19/06/2013 | 1:29 PM Morningstar equips investors with everything they need to know about Exchange-traded Treasury Bonds and Exchange-traded Treasury-Indexed Bonds.
22/05/2013 | 8:09 AM While there's no dispute that shares should be a significant part of an investment portfolio, they should not be the only investment.
01/05/2013 | 8:50 AM While the past five years have been difficult for investors, some basic but critical investment rules mean they need not despair.
25/03/2013 | 8:30 AM
06/03/2013 | 3:13 PM While the market will be the ultimate judge of a stock's worth, it is up to investors to determine the price at which a company's earnings will produce an acceptable return on investment.
21/01/2013 | 11:15 AM This popular metric can be calculated different ways but each has its own shortcomings, as explained in this article from Morningstar US.
10/12/2012 | 8:13 AM In this part of an ongoing educational series, Morningstar examines the section of an annual report that lets an investor know where the company's money came from and where it went.
03/12/2012 | 9:02 AM When it comes to examining a company's annual report it is definitely worth taking the time to scan the balance sheet, as Morningstar explains in this part of its ongoing educational series.
17/09/2012 | 3:36 PM Morningstar examines the first of three major areas investors need to consider when it comes to analysing a company.
|Combining active and passive investment management||Behavioural finance and how it hits your bottom line||Does dollar-cost averaging improve returns?|
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