Morningstar Australia - Empowering Investor Success
etfs
Young & Invested: Two types of ETFs I avoid
Because not every fund deserves a place in your portfolio.
stocks
ASX iron ore player downgraded ahead of earnings
Rising costs and delayed production drive fair value cut for ASX iron ore player.
personal-finance
4 money myths holding Australians back
This episode looks at how the rules to build wealth have changed, and how we shouldn’t operate on old assumptions.
markets
Palantir earnings: Ostentatious growth is needed to placate investors, and we got that
Palantir has the best growth and margin profile in our software coverage, but its valuation is demanding.
markets
What 6 key market indicators are telling investors right now
Gold and bitcoin have retreated from recent highs, but most major market indicators still sit above long-term averages.
personal-finance
July's best reads from Morningstar
Take a look through what resonated with investors in July.
markets
Market Minute: AI stocks get a reality check
Increased competition from China and a hedge fund imploding are the latest AI related challenges for the market.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Liontown Ltd LTR | 1.06 | 2.91% |
| Telstra Group Ltd TLS | 5.00 | 1.57% |
| PLS Group Ltd PLS | 4.33 | 1.17% |
| Zip Co Ltd ZIP | 2.90 | 7.81% |
| South32 Ltd S32 | 4.88 | 4.27% |
| Droneshield Ltd DRO | 2.19 | 5.29% |
| Ramelius Resources Ltd RMS | 3.36 | 7.01% |
| Endeavour Group Ltd EDV | 3.43 | 1.44% |
| Aurizon Holdings Ltd AZJ | 4.26 | 0.71% |
| Sigma Healthcare Ltd SIG | 2.98 | 0.34% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,405.40 | 0.64% |
| CAC 40 | 8,674.14 | 0.09% |
| DAX 40 | 26,267.03 | 0.25% |
| Dow JONES (US) | 54,085.88 | 1.71% |
| FTSE 100 | 10,898.99 | 0.18% |
| HKSE | 25,915.82 | 0.24% |
| NASDAQ | 26,584.99 | 2.59% |
| Nikkei 225 | 66,300.44 | 3.66% |
| NZX 50 Index | 13,997.18 | 0.67% |
| S&P 500 | 7,736.52 | 1.79% |
| S&P/ASX 200 | 9,227.80 | 0.56% |
| SSE Composite Index | 3,878.43 | 1.47% |
Specialists
Mark LaMonica, CFA
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough
The game has changed. Focus on finding a number that takes your circumstances into account.
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: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?
We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?
When half your ETF goes into ten companies, it pays to look for alternatives.