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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.

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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

ETFs are a $50 billion industry and new funds are listing on the ASX every month. We examine their pros and cons so you can decide if they're a good fit for your portfolio.

Dribbling a small amount of money into stocks is not necessarily the most lucrative investment strategy, says Morningstar’s Tom Lauricella.

Exchange-traded funds are a simple and cost-effective way of investing in a wide range of asset classes, with both passive and active forms increasingly popular with investors.

Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.

Morningstar's Christine Benz calls goals the foundation of every proper investment plan.

Investing just a few seconds of effort to mentally reassign money to a different purpose can lead to healthier financial decisions.

This series of articles tackles the basics of bond investing.

Understanding risk and how it relates to three different ways to grow your money is key.

The problem of carbon emissions is tipped to prompt reassessments of the values of virtually every financial asset.

 

This series of articles will tackle the basics of bond investing.

The idea of computer algorithms deciding where your money should be invested was once the stuff of science fiction. But it's here and it’s delivering attractive returns to individual investors.

Financial firms need to do more to encourage women to invest, experts say.

A lot of investors are succumbing to a phenomenon known as the Gambler's Fallacy, as explained by Morningstar's behavioural economist Sarah Newcomb.

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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

Why the Morningstar Individual Investor Conference matters Can bond yields really predict recession? What is an illiquid investment and should you invest?
Why the Morningstar Individual Investor Conference matters Can bond yields really predict recession? What is an illiquid investment and should you invest?
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