Morningstar Australia - Empowering Investor Success
retirement
Unconventional wisdom: How to survive the worst year to retire
Retirees who stopped working in 1968 faced a brutal combination of bear markets, soaring inflation and poor returns. I tested the 4% rule, the income method and the bucket approach to see which strategies stood up to the challenge.
markets
Market Minute: Inflation is rising, but bond yields are falling
The latest inflation data has shifted interest rate expectations, with implications for bond and equity investors alike.
markets
Higher copper prices could be here to stay
Rising global consumption, ageing mines, and a widening supply gap leave value to be found.
markets
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?
All roads lead back home for Guzman Y Gomez.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Atlas Arteria Ltd ALX | 5.11 | 0.10% |
| South32 Ltd S32 | 4.19 | 0.60% |
| Liontown Ltd LTR | 1.70 | 1.65% |
| Boss Energy Ltd BOE | 1.29 | 8.19% |
| Zip Co Ltd ZIP | 3.22 | 4.21% |
| PLS Group Ltd PLS | 5.29 | 3.02% |
| Telstra Group Ltd TLS | 4.99 | 0.10% |
| Cleanaway Waste Management Ltd CWY | 2.39 | 1.92% |
| Qube Holdings Ltd QUB | 5.11 | 0.20% |
| Fortescue Ltd FMG | 18.47 | 2.61% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,053.20 | 0.89% |
| CAC 40 | 8,474.86 | 1.65% |
| DAX 40 | 25,580.88 | 2.16% |
| Dow JONES (US) | 52,900.07 | 1.14% |
| FTSE 100 | 10,652.87 | 1.67% |
| HKSE | 23,312.22 | 1.12% |
| NASDAQ | 25,832.67 | -0.80% |
| Nikkei 225 | 69,477.13 | 1.08% |
| NZX 50 Index | 13,618.42 | 0.27% |
| S&P 500 | 7,483.24 | 0.00% |
| S&P/ASX 200 | 8,851.00 | 0.93% |
| SSE Composite Index | 4,056.61 | 0.69% |
Specialists
Mark LaMonica, CFA
Simonelle Mody
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.