Morningstar Australia - Empowering Investor Success
etfs
Young & Invested: This Aussie ETF has outperformed the ASX 200 for over a decade
What happens when you build an index around fundamentals instead of share price?
markets
The surprising habits of Australian investors
In this episode, Mark and Shani unpack how Australians are navigating volatility, adopting ETFs, managing tax considerations, and building portfolios in an increasingly complex investment environment.
stocks
3 charts on Anthropic’s historic IPO filing
As Anthropic prepares to sell stock to the public, the S-1 reveals important information for investors on revenue growth, profitability, and adoption.
markets
There are three paths forward for the AI boom. Two of them lead to lower interest rates
Mass layoffs or a spending slowdown would likely require hefty Fed rate cuts.
markets
Market Minute: Al stocks sell off, investors want results not spending, French bond markets
Morningstar’s Ameya Hattangadi discusses why several AI-linked companies sold off despite solid results, and what emerging signs of AI monetisation could mean for investors.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| PLS Group Ltd PLS | 2.99 | 3.82% |
| Cleanaway Waste Management Ltd CWY | 3.00 | 0.00% |
| Telstra Group Ltd TLS | 4.86 | 1.22% |
| Zip Co Ltd ZIP | 1.75 | 2.65% |
| South32 Ltd S32 | 4.44 | 1.60% |
| Nextdc Ltd NXT | 6.29 | 9.39% |
| Sigma Healthcare Ltd SIG | 2.72 | 0.37% |
| Vicinity Centres VCX | 2.39 | 0.42% |
| Santos Ltd STO | 9.02 | 1.74% |
| Stockland Corp Ltd SGP | 4.18 | 0.71% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,971.40 | 0.03% |
| CAC 40 | 7,886.96 | -0.00% |
| DAX 40 | 25,704.02 | 0.44% |
| Dow JONES (US) | 52,475.10 | 0.19% |
| FTSE 100 | 10,694.50 | 0.07% |
| HKSE | 23,094.83 | 0.23% |
| NASDAQ | 26,549.85 | 0.27% |
| Nikkei 225 | 63,954.19 | 1.08% |
| NZX 50 Index | 13,689.77 | -0.01% |
| S&P 500 | 7,743.98 | 0.28% |
| S&P/ASX 200 | 8,847.30 | -0.03% |
| SSE Composite Index | 3,681.47 | 0.91% |
Specialists
Mark LaMonica, CFA
personal-finance
Future Focus: How did your portfolio perform against other Aussie investors?
The new State of the Australian Investor report reveals portfolio performance and how trading impacted results.
retirement
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: The latest market obsession investors can ignore
Investors are constantly pressured to act but research suggests that knowing what to ignore is just as important as knowing what deserves your attention.
retirement
Unconventional wisdom: Does an American retirement rule work for Australians?
Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
retirement
Unconventional wisdom: The retirement scorecard: how many of these retirement questions can you answer?
From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer.
etfs
Young & Invested: Investors are flocking to this ETF. But are they making the right choice?
Higher yields and an increasingly concentrated share market are pushing investors back towards fixed income. The question is whether they’re taking the correct approach.
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?
etfs
Young & Invested: The ETFs backed by Australia’s wealthiest investors
New data reveals the ETFs gaining traction in SMSF portfolios.