Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Home Guarantee Scheme won’t help housing crisis
It’s easy to mistake accessibility for affordability.
Young & Invested: Home Guarantee Scheme won’t help housing crisis
Young & Invested: Home Guarantee Scheme won’t help housing crisis
markets
What investors need to know about a US government shutdown

What investors need to know about a US government shutdown

Markets have tended to react to shutdowns as “mini crisis” events.
stocks
Fair value downgraded for ASX heavyweight

Fair value downgraded for ASX heavyweight

Our capital allocation rating was also lowered due to balance sheet weakness.
personal-finance
Future Focus: Are you better than average?

Future Focus: Are you better than average?

And do you need to be?
retirement
Retirement income expectations hit new highs

Retirement income expectations hit new highs

The How Australia Retires 2025 report explores how Australians are preparing for and experiencing retirement.
personal-finance
Mark to market: Is the market overvalued?

Mark to market: Is the market overvalued?

Mark answers a question about bubbles in the share and housing market. 
etfs
Why ETFs may not be the best choice for investors

Why ETFs may not be the best choice for investors

As their popularity increases it is important to consider the downsides to ETFs.  

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,240.300.46%
CAC 408,056.631.13%
DAX 4024,422.561.28%
Dow JONES (US)46,519.720.17%
FTSE 1009,427.73-0.20%
HKSE27,287.121.61%
NASDAQ22,844.050.39%
Nikkei 22544,936.730.87%
NZX 50 Index13,451.760.13%
S&P 5006,715.350.06%
S&P/ASX 2008,945.900.45%
SSE Composite Index3,882.780.52%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market

Bookworm: Lessons from Buffett’s behaviour in a long bear market

Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria

Bookworm: This ASX name meets many of Terry Smith’s criteria

Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man

Bookworm: An investing lesson from the world’s second richest man

When it comes to stocks, are you an owner or a renter?