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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

Key steps to take back control if your retirement portfolio has taken a tumble.

Morningstar's Ben Johnson says the best way to protect yourself during turbulent times is to avoid trading during episodes where ETF prices disconnect from their NAV.

We want to act, but should we? The impulse to sell out is natural but you may live to regret it, says Samantha Lamas.

The coronavirus has highlighted the importance of having an emergency fund – and it’s easy to establish.

From stock opportunities to survival guides, from market updates to fund managers' forecasts, Morningstar examines the effect of covid-19 on the investment world.

Within the context of properly functioning of markets, circuit breakers can help with price discovery that could establish where the bottom is – but they also increase anxiety.

Don't bother trying to time the market, look out for bargains and above all stay the course - just some of the advice for those navigating their first slump.

Coronavirus has caused a spike in market volatility but a good investment plan can help you ride out the uncertainty, says Morningstar's Christine Benz..

Or, how I learned to stop worrying and love the ride.

Women are less likely to invest than men, and when they do, they invest later in life, are beset by jargon and often receive inadequate advice.

The data are sobering about women's retirement preparedness but being pre-emptive can help stave off a shortfall.

Grant us investors the wisdom to know the difference.

These five steps can help you take back control in uncertain times.

Could your partner handle these issues without you?

Creating a joint budget is one of the first steps to a happy financial union.

Many people believe they will sacrifice return if they invest in line with their beliefs, so they figure they should hold their nose and stick with conventional investments. Not true!

A 12 per cent spike in the cost of financial advice may be a deterrent, but have you thought about how much money your adviser could be saving you?

Investors are realising they must better understand how climate change is affecting their investments at the asset-class, regional, industry, and company levels.

Do you know how to spot a pseudo dividend? How can you tell if a company is putting its money where its dividend mouth is?

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The Morningstar Investor

Morningstar Guide to Financial Advice

"Where are the customers' yachts?" Fred Schwed once famously asked. Our latest guide identifies the value that good financial advice can provide and ways investors can unlock that value – whether they choose to use an adviser or not.

Morningstar Income Investing Guide

Discover trusted strategies to pick the right securities and build a successful income investing portfolio in this comprehensive guide. Take advantage of Morningstar's leading research trusted by millions of investors worldwide.

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.


Video

'ESG is about building a portfolio for outperformance' Best of 2019: how to pick stocks like Warren Buffett Staying on budget over the holidays
'ESG is about building a portfolio for outperformance' Best of 2019: how to pick stocks like Warren Buffett Staying on budget over the holidays
More...