Morningstar Australia - Empowering Investor Success
personal-finance
The inheritance mistake most families don't see coming
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
Nvidia: Investigation into CEO Huang casts dark cloud over company’s bright AI future
We maintain our fair value estimate for Nvidia stock.
stocks
Why Morningstar thinks Anthropic is worth $1.7 trillion
A look at how we arrive at our base-case valuation for the AI lab, along with bull and bear scenarios.
retirement
Morningstar webinar series: Retirement bootcamp
Replay and material from the first session.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| PLS Group Ltd PLS | 2.91 | 0.69% |
| Telstra Group Ltd TLS | 5.07 | 0.40% |
| Sigma Healthcare Ltd SIG | 2.87 | 0.70% |
| South32 Ltd S32 | 4.65 | 1.31% |
| Scentre Group SCG | 3.50 | 1.45% |
| Santos Ltd STO | 8.60 | 0.23% |
| Vicinity Centres VCX | 2.44 | 0.83% |
| Cleanaway Waste Management Ltd CWY | 3.01 | 0.00% |
| Ora Banda Mining Ltd OBM | 1.64 | 7.19% |
| Zip Co Ltd ZIP | 2.09 | 2.45% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,267.80 | 1.14% |
| CAC 40 | 8,278.59 | 0.55% |
| DAX 40 | 26,347.45 | 0.31% |
| Dow JONES (US) | 52,233.32 | -0.30% |
| FTSE 100 | 10,751.59 | -0.29% |
| HKSE | 24,557.04 | 0.44% |
| NASDAQ | 25,065.87 | -0.74% |
| Nikkei 225 | 60,459.58 | 2.87% |
| NZX 50 Index | 14,167.41 | 1.39% |
| S&P 500 | 7,521.12 | -0.38% |
| S&P/ASX 200 | 9,129.00 | 1.10% |
| SSE Composite Index | 3,663.72 | 0.08% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
etfs
Future Focus: 3 ETFs for Australian equity exposure
Weighting matters more than you think when it comes to diversification, performance and risk.
etfs
Future Focus: The new Aussie portfolio
The State of the Australian Investor reveals how Aussies are building their portfolios.
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.
etfs
Unconventional wisdom: Do these ETFs solve my Aussie dividend concerns?
Picking between three global income ETFs.
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.
personal-finance
Young & Invested: Why wealthy investors earn higher returns
The answer isn’t as obvious as it seems.
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?
personal-finance
Young & Invested: Three undervalued stocks owned by Australia’s wealthiest investors
Is popularity a compelling investment thesis?