Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: Why these ETFs keep winning
Critics warned concentration would hurt index funds. The opposite happened.
stocks
ASX tech share upgraded following AI contract wins
Strong demand for AI infrastructure drives fair value lift.
personal-finance
The Concorde Fallacy: Why you're holding on to bad investments
Losing money is painful but for investors, the bigger danger can be what happens after the loss.
markets
Actually, AI is boosting interest rates, not inflation
The conventional wisdom misses the role of the Fed.
stocks
5 star fully franked ASX dividend payer
Investors in cheap ASX share with a narrow moat enjoys a high yield, but there are risks investors should be aware of.
markets
Market Minute: Digesting mixed signals and finding opportunities
Morningstar’s Bianca Rose on surging bond yields, geopolitical risks and mixed signs about AI.
personal-finance
For size and value tilts, simple is better
Evidence suggests investors targeting size and value premiums may achieve stronger long-term results by using one small-value fund instead of managing separate factor sleeves.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Atlas Arteria Ltd ALX | 3.95 | 5.33% |
| Telstra Group Ltd TLS | 4.83 | 1.26% |
| PLS Group Ltd PLS | 3.86 | 0.26% |
| Mirvac Group MGR | 1.85 | 4.82% |
| Vicinity Centres VCX | 2.36 | 3.51% |
| Droneshield Ltd DRO | 1.70 | 5.26% |
| Steadfast Group Ltd SDF | 5.75 | 0.00% |
| Stockland Corp Ltd SGP | 4.31 | 4.61% |
| Scentre Group SCG | 3.50 | 2.64% |
| Sigma Healthcare Ltd SIG | 2.59 | 1.17% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,969.20 | 0.93% |
| CAC 40 | 7,964.51 | -0.89% |
| DAX 40 | 25,199.19 | -0.79% |
| Dow JONES (US) | 50,906.05 | -0.86% |
| FTSE 100 | 10,606.00 | -0.29% |
| HKSE | 24,613.27 | 0.37% |
| NASDAQ | 26,861.06 | 0.24% |
| Nikkei 225 | 66,753.72 | 1.94% |
| NZX 50 Index | 13,834.39 | 1.10% |
| S&P 500 | 7,651.54 | -0.25% |
| S&P/ASX 200 | 8,789.30 | 0.92% |
| SSE Composite Index | 3,842.19 | 0.31% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Simonelle Mody
Tyger Fitzpatrick
James Gruber
etfs
Future Focus: Your Aussie shares ETF isn’t very Aussie
Is your exposure actually a bet on Australia?
personal-finance
Future Focus: What you need to stop worrying about money
Your investment portfolio is only one part of the equation.
personal-finance
Future Focus: You’re losing money twice. Here’s how to stop.
The fear of losing money can lead investors to make two very different mistakes. Here’s how I try to make sure it doesn’t influence my investment decisions.
personal-finance
Unconventional wisdom: The only free lunch in investng?
Harry Markowitz argued investors could get something for nothing, but the reality is more complex.
personal-finance
Unconventional wisdom: Why investing gets harder as you get older
Three tips to navigate the shifting wealth building playbook for older investors.
retirement
Unconventional wisdom: The retirement planning trick that could boost your income
A simple needs vs. wants framework can help you balance security with higher spending.
etfs
Young & Invested: Are you investing in the wrong US ETF?
Historic levels of concentration and faltering confidence in the AI trade is leading some investors to look at another strategy for US equities.
etfs
Young & Invested: Why this popular ETF might not be the best way to access the market
Investors often assume the cheapest ETF is the best option, but that may not be the case in one corner of the Australian market.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?
A closer look at the illusion of choice in a concentrated market.