Morningstar Australia - Empowering Investor Success
personal-finance
Unconventional wisdom: Why isn’t everyone rich?
The stock market has been one of the greatest wealth-building machines in history but many investors sabotage themselves.
markets
Could an AI spending crunch cause a recession?
Here’s why we think a recession is unlikely and would be mild if it occurred.
personal-finance
8 books to add to your Summer Reading List
Here’s what we’ve been reading at Morningstar.
personal-finance
The great wealth transfer myth
Why do some families preserve wealth for generations while others struggle?
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.
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 | 2.97 | 4.95% |
| Telstra Group Ltd TLS | 5.05 | 1.08% |
| Droneshield Ltd DRO | 1.27 | 0.78% |
| Sigma Healthcare Ltd SIG | 2.83 | 0.18% |
| Scentre Group SCG | 3.43 | 4.99% |
| Ingenia Communities Group INA | 5.25 | 0.10% |
| Zip Co Ltd ZIP | 2.07 | 2.48% |
| Dyno Nobel Ltd DNL | 3.47 | 9.29% |
| Cleanaway Waste Management Ltd CWY | 3.00 | 0.33% |
| Vicinity Centres VCX | 2.41 | 2.63% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,150.00 | 0.06% |
| CAC 40 | 8,139.00 | -0.81% |
| DAX 40 | 25,820.36 | -1.92% |
| Dow JONES (US) | 51,285.73 | -0.46% |
| FTSE 100 | 10,673.94 | -1.01% |
| HKSE | 24,588.14 | 0.43% |
| NASDAQ | 24,579.43 | 1.09% |
| Nikkei 225 | 59,411.34 | 3.44% |
| NZX 50 Index | 13,969.25 | -0.21% |
| S&P 500 | 7,376.86 | 0.31% |
| S&P/ASX 200 | 9,014.80 | -0.07% |
| SSE Composite Index | 3,669.46 | 0.56% |
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?