Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: Tax alpha is becoming more important than market returns
As valuations temper and market returns become subdued, focus on keeping more of what you earn.
Future Focus: Tax alpha is becoming more important than market returns
Future Focus: Tax alpha is becoming more important than market returns
markets
Why is gold falling despite Iran war uncertainty?

Why is gold falling despite Iran war uncertainty?

Economic forces, not geopolitics, are dictating gold’s path as volatility rises.
stocks
AI lands a blow on some Aussie stocks – yet stands to benefit others

AI lands a blow on some Aussie stocks – yet stands to benefit others

AI is reshaping ASX tech moats - but some are more insulated than others.
etfs
Why we’re neutral on this popular Aussie ETF

Why we’re neutral on this popular Aussie ETF

How index construction rules create a suboptimal portfolio.
personal-finance
Unconventional wisdom: ASX dividend champions

Unconventional wisdom: ASX dividend champions

Lessons from a list of 20 ASX shares that have delivered over the last decade.
retirement
Young & Invested: How does your super balance stack up against others?

Young & Invested: How does your super balance stack up against others?

And what you can do if you’re falling behind.
personal-finance
Future Focus: The risk of institutional thinking in personal portfolios

Future Focus: The risk of institutional thinking in personal portfolios

Where we have a one up over professionals, and where we need to be cautious.

Market valuation

  • Undervalued
  • Overvalued

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,745.300.77%
CAC 407,861.871.52%
DAX 4023,029.301.73%
Dow JONES (US)46,124.06-0.18%
FTSE 10010,066.181.01%
HKSE25,335.951.09%
NASDAQ21,761.89-0.84%
Nikkei 22553,749.622.87%
NZX 50 Index12,929.301.79%
S&P 5006,556.37-0.37%
S&P/ASX 2008,534.300.54%
SSE Composite Index3,931.841.30%
personal-finance
Future Focus: Make your mortgage tax deductible

Future Focus: Make your mortgage tax deductible

Debt recycling can be an attractive strategy for those on higher marginal tax rates. I run through how to know whether it is right for you.
personal-finance
Future Focus: The perils of the new financial system

Future Focus: The perils of the new financial system

This International Women’s Day, I explore the risks of the new financial system, and how they mirror those of the established system.
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.
personal-finance
Unconventional wisdom: Is this strategy the antidote to overvalued markets?

Unconventional wisdom: Is this strategy the antidote to overvalued markets?

This rebel economist thinks academics and professional investors have the market all wrong.
retirement
Unconventional wisdom: The professor who thinks Australians need to own more shares

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.
personal-finance
Unconventional wisdom: Two investments you won’t find in my portfolio

Unconventional wisdom: Two investments you won’t find in my portfolio

Too many investors think they need to own a little bit of everything.
personal-finance
Young & Invested: What happens if property prices go backwards?

Young & Invested: What happens if property prices go backwards?

Could a generation of new buyers could be left trapped if the market turns?
etfs
Young & Invested: The ETF valuation mistake investors often make

Young & Invested: The ETF valuation mistake investors often make

Why ETF value hunting is an illusion.
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.