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Learn to invest

Morningstar believes that knowledge is the foundation of independence. We empower individuals to take control of their financial life through a number of resources to assist with learning foundational and advanced investment concepts.

Discover new investments

Morningstar provides a variety of ways that you can discover new investments including screening tools, reports on our top rated investment ideas and model portfolios.

Evaluate investments

As a leading independent provider of investment research, Morningstar provides our subscribers with support in assessing new investment ideas, reviewing current portfolio holdings and / or validating third-party advice.

Track and monitor your investments

Avoidance is the one financial strategy that is guaranteed to fail. We have the tools, commentary and insights to allow our subscribers to stay on top of their investment portfolios.

Learn from the best

Hitting the million-dollar mark before retirement is possible if you start early enough and follow a disciplined investment strategy, writes Emma Rapaport.

Reporting season can feel like a rollercoaster ride for investors. Emma Rapaport's latest Investing Basics article tells you important things you need to know to get through the month.

Trying to "keep up with the Joneses" only leaves you feeling more stressed and less capable of handling financial pressures, according to a Morningstar behavioural finance expert.

Weighing the pros and cons of exchange-traded funds, Emma Rapaport's latest Investing Basics article tells you all you should ever need to know about these popular products.

New to investing? We're here to help. Follow these 5 simple steps and you'll be buying shares on the stock market in no time.

Being aware of individual behavioural biases is a vital part of the investment process, according to Daniel Kahneman, Nobel laureate and author of Thinking, Fast and Slow.

New to investing? We're here to help. This short guide will walk you through exactly what a share is and the risks and benefits of investing in them.

Investing is hard enough—don’t let the complex names trip you up. Use our helpful glossary to decode the names of managed funds. 

The start of the 2018-2019 financial year is an ideal time to check whether your portfolio is still delivering your lifestyle needs.

Younger Australians are struggling to get a foot in the property door but a managed fund offers an ideal starting point to building a deposit. 

Saving for a home is tough. Don't make it harder. Read our definitive guide on how to make your money work while you save.

BACK TO BASICS: New to investing? We're here to help. Watch this animated short to find out exactly what a stock is and the risks and benefits to investing in them.

Funds are suitable for investors who do not have the time or expertise to construct and monitor a portfolio themselves. We go back to basics and explain all.

New to bond investing? Or have you held fixed income funds for some time and just need a refresher course? Watch our educational video for all the information you need.

Share investors need to take care when declaring capital gains and losses, being particularly mindful of the Australian Taxation Office's 'wash sale' rule.

Do you wonder if your savings are on track? Check yourself against other Aussies at your stage of life.

As the country braces for a general election next month, we consider the investment prospects of the volatile nation.

The mid-1990s Chess match between Kasparov and Deep Blue is an interesting analogy for what's happening in the investment world, even though the comparison isn't perfect.

Both equity and fixed income fund managers like Argentina despite its recent struggles. But an upgrade to emerging market status from MSCI is not guaranteed.

In 1988 there were just 10 emerging markets - representing 1 per cent of the total value of shares available to private investors. Today there are 24.

The lack of information available to investors in frontier markets can mean a wide disparity between a company's true value and its current share price.

Financial transactions, database management and the sharing economy are areas that can benefit from blockchain's decentralised technology.

The peer-to-peer networks that process instructions and maintain records in a blockchain depend on a few cryptographic principles

While it may seem impossible to many, such an ambitious saving target is achievable, writes Morningstar's Karen Wallace.

China is ideally positioned to throw off its traditional association with original equipment manufacturing and become the Silicon Valley of the east, writes Eng Teck Tan for Nikko Asset Management.

While there are exceptions to every rule, the slow road to building wealth remains the wisest path, writes John Rekenthaler from Chicago.

Sunday's New York Times story about a long-time secretary whose relatives discovered her US$9.2 million fortune only after her recent death isn't quite the investment miracle it might seem, writes John Rekenthaler.

Investors' risk tolerance can vary considerably according to personality and experiences, and also shift over time.

MyState Bank managing director and chief executive officer Melos Sulicich shares his top tips for teaching kids about money.

Unlike fund managers, everyday investors don't need to consistently outperform rivals, they just need to take logical investment decisions

A savings account alone is ineffective as a means of accumulating a home loan deposit, with investing an increasingly sensible solution in some of Australia's most expensive cities. 

Behavioural tools can work alongside asset allocation to help investors prepare for and respond to stock market volatility.

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The Morningstar Investor

Morningstar Portfolio Construction Guide

Based on our 33 years of expertise, the exclusive  Morningstar Portfolio Construction Guide shares a powerful 4-step framework to build a robust portfolio and select the highest rated investments to help you achieve your financial goals.


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Investors to benefit from CBA demerger Trump, trade, tariffs: investment risks ahead What is a stock?
Investors to benefit from CBA demerger Trump, trade, tariffs: investment risks ahead What is a stock?
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