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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

Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings? 

How I learned to stop worrying and believe these people are actually onto something.

Putting all your money into a single stock might teach you how to invest, but it is a costly lesson.

What's the best way to get started in investing? Not with individual stocks, writes Christine Benz.

Why adding more asset classes isn't always helpful.

It’s a way to have your say as a shareholder in how the companies in your portfolio are run.

A battle betweeen smart professional stock sellers and those known as the corona generation has hit global equity markets in recent months.

Answers to questions you might be asking about where the market stands.

Companies are turning to shareholders to help fund them through the pandemic, sometimes leaving them worse off.

Sustainable investing has moved into the mainstream in recent years. Eventually everyone will be an ESG investor, says Morningstar columnist John Rekenthaler.

How you can help your loved ones get on the right track financially, even in a pandemic.

A behavioural checklist for investors facing turbulent markets.

We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.

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?

Still buying and selling securities in this market chaos? Here are some simple ways to protect yourself from the extreme volatility.

The coronavirus-induced falls in share markets in recent weeks highlight the importance of spreading risk across asset classes, and within them.

How memories of market crashes could be clouding your judgment now.

How religious conviction and changing public sentiment led to the rise of investing for values in the United States and what companies have done to keep up.

The pandemic-lead economic downturn has spooked already cautious millennial investors – but anecdotal evidence suggests that many are sticking to their investment objectives and goals

Going 'all in' and investing a lump sum rather than drip-feeding money into your portfolio usually provides a better return, says Morningstar's Tom Lauricella.

Your no-nonsense guide to understanding downmarket jargon like volatility, bear market, and recession.

The unprecedented disruption coronavirus has unleashed on our daily lives also brings opportunity, says Morningstar's Steve Wendel.

Will there be a second wave? Can we avoid another shutdown? Could a treatment be used to prevent disease? Morningstar strategists respond.

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.

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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

Investing basics: the hardest decision in investing Unique, but normal: riding out this market crisis 'ESG is about building a portfolio for outperformance'
Investing basics: the hardest decision in investing Unique, but normal: riding out this market crisis 'ESG is about building a portfolio for outperformance'
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