Morningstar Australia - Empowering Investor Success
personal-finance
Will young Australians be better off than their parents?
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
personal-finance
Bookworm: An essential quality of conservative investments from Phil Fisher
Phil Fisher forged a stellar record and is cited by Warren Buffett as a key influence. He liked companies to have this quality.
stocks
Bolt-on acquisition adds capabilities for undervalued ASX share
Shares are trading at a 61% discount to our fair value.
etfs
Unconventional wisdom: My ETF choice for Aussie equity exposure
Running through my rationale for picking this ETF.
personal-finance
Are franking credits hurting Australia’s economy?
Business investment and per capita GDP have languished over the past decade, and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.
stocks
Our view on Xero’s big bet
The shares sold off after the announcement of the Melio Payments acquisitions.
markets
From the desk of the CIO: The importance of a robust investment process during geopolitical turbulence
Valuation discipline helps avoid overpriced assets and manage downside risk in volatile markets.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Resolute Mining Ltd RSG | 0.61 | 4.69% |
| Predictive Discovery Ltd PDI | 0.39 | 1.32% |
| Vault Minerals Ltd VAU | 0.42 | 3.70% |
| Pilbara Minerals Ltd PLS | 1.34 | 2.91% |
| Telstra Group Ltd TLS | 4.84 | 0.41% |
| Vicinity Centres VCX | 2.47 | 0.80% |
| James Hardie Industries PLC JHX | 41.70 | 7.06% |
| Sigma Healthcare Ltd SIG | 2.99 | 1.36% |
| Droneshield Ltd DRO | 2.28 | 4.20% |
| Ora Banda Mining Ltd OBM | 0.77 | 1.92% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,773.00 | 0.34% |
| CAC 40 | 7,665.91 | -0.33% |
| DAX 40 | 23,909.61 | -0.51% |
| Dow JONES (US) | 44,127.69 | 0.70% |
| FTSE 100 | 8,760.96 | -0.43% |
| HKSE | 24,072.28 | -0.87% |
| NASDAQ | 20,403.39 | 0.64% |
| Nikkei 225 | 40,487.39 | 0.84% |
| NZX 50 Index | 12,602.82 | 0.15% |
| S&P 500 | 6,212.74 | 0.64% |
| S&P/ASX 200 | 8,542.30 | 0.33% |
| SSE Composite Index | 3,444.43 | 0.59% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
James Gruber
Simonelle Mody
personal-finance
Future Focus: What are you giving up by sending your kids to private school?
A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement.
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick
Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market
Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria
Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man
When it comes to stocks, are you an owner or a renter?
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