Latest News & Analysis

personal-finance
The cost of lifestyle creep
Here’s the maths behind why you’re your own worst enemy.
The cost of lifestyle creep
The cost of lifestyle creep
personal-finance
A nation of landlords and fund managers

A nation of landlords and fund managers

Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail.
personal-finance
Young & Invested: Best articles of 2025

Young & Invested: Best articles of 2025

A curated look at back at this year’s favourite insights.
personal-finance
Best of Shani’s Future Focus in 2025

Best of Shani’s Future Focus in 2025

Hand picked editions that resonated with investors this year.
stocks
The best way to get rich and retire early

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
personal-finance
Morningstar’s best of 2025

Morningstar’s best of 2025

The most popular reads of the year. Add these resources to your summer reading and listening list.
funds
Listed Investment Companies monthly performance: November 2025

Listed Investment Companies monthly performance: November 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
personal-finance
Unconventional wisdom: Top articles for the year

Unconventional wisdom: Top articles for the year

My five favourite articles from 2025.
stocks
Investors overly negative on cheap ASX share

Investors overly negative on cheap ASX share

We cut our fair value by 26% but the market has overreacted.
stocks
Overvalued US AI play reports earnings

Overvalued US AI play reports earnings

Strong earnings with high projected growth but price is too rich.
markets
Market Index Performance | November 2025

Market Index Performance | November 2025

Our monthly update detailing the short- and long-term performance of major indices.
stocks
Continuing problems at the ASX

Continuing problems at the ASX

Interim report by financial regulator is a hit to sentiment.
stocks
Top investing lessons from 2025

Top investing lessons from 2025

13 lessons from Morningstar’s James Gruber.
stocks
Chart of the Week: Aussie dividend yields are less attractive than alternatives

Chart of the Week: Aussie dividend yields are less attractive than alternatives

The latest insights from our equity research team.
personal-finance
Young & Invested: Is it time to rotate into bonds?

Young & Invested: Is it time to rotate into bonds?

Turbulent times reignite interest in defensive assets but investors may sabotage their future.
retirement
Can you manage sequencing risk in retirement?

Can you manage sequencing risk in retirement?

The role bucketing strategies can play in retirement.
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