Morningstar Australia - Empowering Investor Success

funds
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
The investment philosophy that convinced advisers to stop chasing winners
The investment philosophy that convinced advisers to stop chasing winners
stocks
Major ASX miner reduces aluminium exposure

Major ASX miner reduces aluminium exposure

The Alcoa transaction unlocks value and sharpens ASX miners focus on base metals.
personal-finance
Minimise the tax your estate pays

Minimise the tax your estate pays

Mark and Shani run through tips from an estate planning expert in this Investing Compass episode.
stocks
Vegemite owner’s shares remain expensive on normalising profits.

Vegemite owner’s shares remain expensive on normalising profits.

Australian dairy staple to see profits normalise with shares screening as overvalued.
retirement
Meg on SMSFs: How wide is the ban on LRBAs?

Meg on SMSFs: How wide is the ban on LRBAs?

What’s changing to the rules around borrowing for property in superannuation.
markets
AI fueled the US market’s Q2 comeback. Now investors face a reality check

AI fueled the US market’s Q2 comeback. Now investors face a reality check

The AI boom has reshaped stock markets, but a June selloff exposed the risks of lofty valuations and growing concentration.
stocks
Ask the analyst: Where does GYG stand following its US exit?

Ask the analyst: Where does GYG stand following its US exit?

All roads lead back home for Guzman Y Gomez.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Liontown Ltd LTR1.662.93%
Atlas Arteria Ltd ALX5.100.00%
Genesis Minerals Ltd GMD6.034.13%
Scentre Group SCG3.921.03%
PLS Group Ltd PLS5.141.72%
Telstra Group Ltd TLS4.990.20%
Vault Minerals Ltd VAU5.0911.62%
Sigma Healthcare Ltd SIG2.821.08%
AMP Ltd AMP1.672.92%
Mirvac Group MGR1.700.88%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,037.000.12%
CAC 408,508.070.39%
DAX 4025,779.310.78%
Dow JONES (US)52,900.071.14%
FTSE 10010,679.030.25%
HKSE23,544.950.83%
NASDAQ25,832.67-0.80%
Nikkei 22569,737.69-0.01%
NZX 50 Index13,763.101.06%
S&P 5007,483.240.00%
S&P/ASX 2008,831.000.14%
SSE Composite Index4,042.23-0.03%
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?

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

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 

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

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%?

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

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

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?

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?

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.