Morningstar Australia - Empowering Investor Success

retirement
Unconventional wisdom:The professor who thinks Australians need to own more shares
A model out of Yale University suggests many super strategies are too conservative.
Unconventional wisdom:The professor who thinks Australians need to own more shares
Unconventional wisdom:The professor who thinks Australians need to own more shares
etfs
Young & Invested: The currency trap catching ETF investors off guard

Young & Invested: The currency trap catching ETF investors off guard

Why your fund’s currency exposure matters more than you think.
personal-finance
Future Focus: The case for the inefficient path to investing

Future Focus: The case for the inefficient path to investing

I draw a clear line between investment decisions and life goals.
markets
From the desk of the CIO: Disruption in the age of AI

From the desk of the CIO: Disruption in the age of AI

Why Morningstar’s moat framework holds in the new age of AI.
etfs
ETF Spotlight: Finding quality exposure to global equities

ETF Spotlight: Finding quality exposure to global equities

Worried about the AI bubble? Stretched valuations? Increasing market concentration? This ETF may be the answer.
stocks
Earnings losers: TWE, GMG, SUN and more fall on weaker profits

Earnings losers: TWE, GMG, SUN and more fall on weaker profits

Where companies fell short of market expectations in the third week of earnings.

Market valuation

  • Undervalued
  • Overvalued

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,435.600.16%
CAC 408,577.520.22%
DAX 4025,283.95-0.02%
Dow JONES (US)48,878.18-1.25%
FTSE 10010,893.550.43%
HKSE26,630.540.95%
NASDAQ22,712.64-0.72%
Nikkei 22558,850.270.16%
NZX 50 Index13,722.970.38%
S&P 5006,867.05-0.61%
S&P/ASX 2009,198.600.18%
SSE Composite Index4,162.880.39%
personal-finance
Future Focus: Don’t believe in ESG? There are reasons why you should.

Future Focus: Don’t believe in ESG? There are reasons why you should.

Are you willing to put your money where your mouth is?
etfs
Future Focus: 4 ETFs every investor should know

Future Focus: 4 ETFs every investor should know

Build smarter portfolios by separating ETFs into intuitive categories.
personal-finance
Future Focus: 3 investing questions I’m constantly asked

Future Focus: 3 investing questions I’m constantly asked

The questions people ask me and my honest answers.
personal-finance
Unconventional wisdom: Two competing views on AI hype

Unconventional wisdom: Two competing views on AI hype

The visionary vs the contrarian.
personal-finance
Unconventional wisdom: The simple way to beat the market

Unconventional wisdom: The simple way to beat the market

A reminder of what really matters as results season ramps up.
personal-finance
Unconventional wisdom: What beating the casino teaches us about position sizing

Unconventional wisdom: What beating the casino teaches us about position sizing

The Kelly Criterion and the maths behind smarter investing.
etfs
Young & Invested: An overlooked driver of ETF performance

Young & Invested: An overlooked driver of ETF performance

Why choosing the right ETF provider matters more than you think.
etfs
Young & Invested: Missing this ETF detail may cost you

Young & Invested: Missing this ETF detail may cost you

A small oversight that can quietly shift your long‑term returns.
personal-finance
Young & Invested: Why I avoid these ETFs

Young & Invested: Why I avoid these ETFs

Growing market unease is driving investors into every corner of the ETF universe.