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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

How to build an ultra-low maintenance, hands-free portfolio to help you reach your financial goals.

As retirement looms, it is important to have a plan, and then invest accordingly, to achieve all your retirement goals.

The right times to deploy the financial reinforcements.

Morningstar columnist Christine Benz notes how many pre-retirees and retirees are reluctant to lighten up on equity risk despite very strong market gains in recent years.

Sustainable, ethical, ESG, socially responsible investing, or SRI, green, impact, responsible investing: these terms are often used interchangeably but they don’t all mean the same thing.

The Coalition's budget is a blatant election pitch, trumpeting a return to surplus and rich in tax cuts, concessions for small business and 'congestion-busting' infrastructure spending. 

For the first time in 12 years, Australia is again paying its own way, says Josh Frydenberg, which represents a turnaround of $55 billion since 2013 when the coalition was elected.

Where does the 'smart' in 'Smart Beta' come from? And how does it fit in your portfolio?

Is buying a house and paying off the mortgage still the best way to build wealth? We run the numbers. 

Investors, on average, say maximising returns is a top priority while for advisers, this is almost at the bottom – and that's a problem, Morningstar research suggests.

In this exclusive Friday Fundamentals Webinar, we preview the new Morningstar Premium website, showcasing the big improvements to how we present our research and data, which will help you make better decisions.

Learn how easy it is to buy exchange-traded funds via a discount online stock broker.

British MPs have rejected leaving the EU without a deal in any scenario, paving the way for a vote to delay Brexit to seek a way out of the country's worst political crisis in generations.

John Rekenthaler examines whether there is any substance to cryptocurrencies as assets, beyond pure speculation that quoted prices tomorrow will be higher than they are today.

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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

Friday fundamentals webinar: new site preview Ask the expert: From Fairfax family to Morningstar members The rational investor is dead
Friday fundamentals webinar: new site preview Ask the expert: From Fairfax family to Morningstar members The rational investor is dead
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