3 companies tipped for growth

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Suncorp tipped to deliver strong dividend yield
16/08/2018  Suncorp remains attractive from an income perspective,  despite posting a 1.5 per cent drop in full-year profit, says Morningstar analyst David Ellis. 
CBA result messy but underlying profit still up
15/08/2018  Morningstar remains positive following Commonwealth Bank's full-year financial results, despite a terrible 12 months.
The importance of flexible retirement planning
14/08/2018  Building a contingency plan around when you intend to retire is better than setting a firm date ahead of time, according to a recent study from Morningstar's head of retirement research.
How political change can affect stock markets
09/08/2018  As Pakistan and Cambodia form new governments following their general elections, T Rowe Price's Eric Moffett examines how politics can affect profits in Asia.
3 small-cap top picks
09/08/2018  Fidelity's James Abela nominates these three smaller businesses from the healthcare, tourism and engineering sectors as companies of interest.
The Aussie fund with no banks or miners
07/08/2018  BlackRock's Australian concentrated industrials fund creator, Charlie Lanchester, explains his bold call to avoid holding banks and resource companies.
Rio result fails to live up to expectations
03/08/2018  Morningstar's resources equity analyst, Mat Hodge, explains the mining giant's latest result and the market's negative reaction.
Top themes on BlackRock's radar
02/08/2018  The prospects for Brand Australia in China are on the rise, says BlackRock's Charlie Lanchester, who has some hidden tech-stock gems in mind. 
What Nine-Fairfax deal means for shareholders
01/08/2018  Nine's Fairfax takeover would be a good deal for the newspaper group's shareholders, but there are still hurdles to overcome, says Morningstar's Brian Han.
A small-cap investing strategy with a difference
31/07/2018  Terms like nightclub, love jungle and no-man's land aren't usually associated with investing, but they're useful signifiers, according to Fidelity portfolio manager, James Abela.
Understanding managed fund income and capital gains
26/07/2018  Dividends remained quite stable, while realised capital gains fluctuated from year-to-year, according to a Morningstar study of 34 large-cap equity funds over 11 years.
3 sectors to watch
26/07/2018  Beyond FAANGs, this technology field holds opportunity, as do selective parts of the energy and mining sectors, says State Street's Olivia Engel.
Why you need a retirement policy statement
25/07/2018  A document detailing your retirement plans – both in the lead-up and once you begin drawing on your savings – is a great idea, according to Morningstar's US-based director of personal finance.
Wear your seatbelt as market volatility returns
24/07/2018  How company fundamentals rather than statistics underpin this team's process, and why the definition of defensive assets is changing, according to State Street's Olivia Engel.
VIDEO | 3 well-priced US income stocks
24/07/2018  Each of these consumer product companies hold wide-moats and good dividend yield prospects, according to Morningstar's US equities research.
Investor appeal of China increasing despite lower growth
20/07/2018  In a positive for global investors, China's slowing economic growth reflects a shift toward more sustainable expansion away from a debt-fuelled binge. 
How interest rates affect REITs and infrastructure assets
19/07/2018  Global property and infrastructure assets are expensive in the current environment but remain important as portfolio diversifiers, says Morningstar Investment Management's Bianca Rose.
Geopolitical clouds mar second half, says Dwyfor Evans
18/07/2018  The geopolitical news that has clouded the first half of 2018 is set to continue, says Dwyfor Evans of State Street.
3 global stock hits and a miss
17/07/2018  The founder and CIO of PM Capital names three US companies of interest, and one negative stock pick that may surprise investors.
Why news and politics are investor distractions
16/07/2018  Share investors shouldn't pay undue attention to news headlines and macro-political events, but retain focus on a five- to 10-year plan, says Paul Moore, founder and CIO, PM Capital.
Macro forecast 2018: Part 2
12/07/2018  Any disruption to China's consumption patterns would have significant consequences for Australia's exporters and our currency; while at home, out-of-cycle mortgage rate hikes look likely, says Peter Warnes.
Macro forecast 2018: Part 1
11/07/2018  Peter Warnes' annual macro forecast explores the unusual tensions between monetary and fiscal policy in the US, the effect of global inflation and interest rate movements, and the sustainability of economic growth.
Getting bang for your buck when equities struggle
10/07/2018  Particularly as equities look expensive, quantitative momentum investment can provide useful diversification for some investors, says PIMCO's head of quantitative strategies.
3 undervalued moated tech stocks from down under
09/07/2018  Why investors may want to consider these locally-founded enterprise and accounting software plays: pockets of opportunity among a largely overvalued pool of technology companies, according to Morningstar’s Gareth James.
2 global stock picks: insurance and telco
06/07/2018  Antipodes d eputy portfolio manager  Sunny Bangia shares his two global stock picks: a Chinese insurance giant and South Korea's largest telecommunications company.
Picking winners and losers via long-short investing
05/07/2018  There are richer investment opportunities available if investors also consider offshore companies and long-short positions via trusted funds, according to Antipodes' Sunny Bangia.
How China is opening its doors to global investors
05/07/2018  It is now easier than ever to invest in companies based in mainland China, and China is investing in global projects of its own.
Cash a safe haven in overvalued markets
04/07/2018  Cash may have a bad reputation as an asset class but as Morningstar Investment Management's Andrew Lill points out, when equities are overvalued it's a safe place to be while offering the liquidity to jump on opportunities when they emerge. 
Investors to benefit from CBA demerger
29/06/2018  The Commonwealth Bank's demerger of its wealth management and mortgage-broking businesses should be a positive for the embattled lender and allow it to focus on its core business, says Morningstar senior analyst David Ellis.
Telstra transformation desperately needed
28/06/2018  While it's lazy and inefficient, Telstra remains an attractive stock due to its unrivalled position, scale and infrastructure, says Morningstar's Brian Han.
Why BHP, RIO and Fortescue are overvalued
27/06/2018  Commodity prices and Chinese demand are unsustainably high, says Morningstar's Mat Hodge in explaining his less bullish view on the sector.
Grantham: Big oil fighting the green movement isn't ethical
25/06/2018  The investment community severely underestimates the risk of climate change, and the oil sector in particular isn't acting ethically or sensibly in this regard, says GMO's Jeremy Grantham.
Grantham: Avoid US equities, emphasise emerging
22/06/2018  Jeremy Grantham suggests avoiding the US equity market as much as you dare, and keeping bond duration short.
Schroders: China shares won't be derailed by Trump tariffs
21/06/2018  Schroders' Jason Yu says protectionism will increase market volatility but the fundamentals remain strong for Asia equities.
Why US share market crash is not inevitable
20/06/2018  The lack of euphoria in the market today may mean the US stock market avoids a severe decline, according to one of the world's most influential investors, Jeremy Grantham.
When an active investing strategy beats passive
19/06/2018  The value of a good asset manager comes to the fore amid market volatility and in assessing recent company listings, says Fidelity's Kate Howitt.
Trade terms, retail disruption among key investor risks: PIMCO
18/06/2018  A shift toward restrictive trade policies among some developed markets ranks among the primary risks for fixed income, while opportunities include US housing and European financials, says PIMCO's Mohit Mittal.
Trump, trade, tariffs: investment risks ahead
18/06/2018  On Friday US President Donald Trump announced tariffs on Chinese imports, triggering a potential trade war between the world's two biggest economies. As expected, China struck back, announcing tariffs on a host of key US products. Morningstar senior international editor Emma Wall sat down with Fidelity International investment director Catherine Yeung to discuss the risks investors face.
What is a stock?
18/06/2018  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.
What is a fund?
18/06/2018  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.
Bullish on Qualcomm, bearish on Tesla
15/06/2018  Global fund manager Antipodes is upbeat on mobile phone technology and natural gas, but less so on software companies and Tesla.
What US monetary policy means for Aussie investors
14/06/2018  As the US Federal Reserve hikes rates further, this credit-focused asset manager explains the implications, along with some core concepts of bond markets.
Why Qantas doesn't deserve a moat
13/06/2018  How external factors like oil prices and tourism affect Australia's flagship airline, and what it means for investors.
Using ETFs to manage portfolio risk
12/06/2018  How active ETFs offer investors a lower-cost alternative to full active management, and are increasingly used for holistic portfolio construction, says BetaShares' Alex Vynokur.
Evolution of ETFs in investor portfolios
08/06/2018  How investors' use of exchange-traded funds is evolving, and why Blackrock hasn't yet pushed into the active side of these vehicles, according to Blackrock iShares' Jonathan Howie.
3 stock picks: tech, oil and industry
07/06/2018  Killik & Co's Rachel Winter shares her three global stock picks for June, including an undervalued tech stock and two companies linked to energy prices.
What Trump's trade policies mean for investors
07/06/2018  Professional and individual investors alike can be bamboozled by trade and tariff shifts, but need to remember talk doesn't necessarily mean action, explains JPMorgan's Hannah Anderson.
US fiscal environment a perfect storm: Franklin Templeton
06/06/2018  Why the Federal Reserve needs to lift rates "meaningfully higher", and where investors can find lesser-known ESG investment opportunities.
Royal commission doesn't diminish role of financial advice
05/06/2018  Good financial decisions are more important than ever for investors as volatility returns to global markets, says Kunal Kapoor, Morningstar's global chief executive officer.
Why high oil prices aren't always good for producers, investors
04/06/2018  Despite a recent dip, elevated oil prices are expected to continue, but that's not always positive for oil and gas producers such as Woodside and Santos, explains Mark Taylor, senior equity analyst, Morningstar.
Royal commission, ESG and important macro themes
30/05/2018  Weeding out lying, cheating and stealing is just part of the company governance analysis performed by fund managers, explains JP Morgan's Kerry Craig.
3 top picks in construction, property and packaging
29/05/2018  These three companies with exposure to US housing, domestic property development and packaging are among some of the best investors can buy, according to Greencape's David Pace.
The fund manager practising what it preaches
25/05/2018  Greencape's David Pace explains how high active share underpins this Australian equity manager’s process, along with focusing on aspects such as remuneration both internally and within the companies it holds.
Why UK market decline is good news for some
23/05/2018  UK stocks have fallen from favour as concerns build about Brexit. But James Henderson welcomes the dip as it has provided opportunity for him to pick up income stocks cheap.
How much will you spend in retirement?
23/05/2018  Getting a handle on your spending is the linchpin in crafting a viable retirement plan, says Christine Benz from Morningstar in Chicago.
Why Telstra will maintain industry dominance
16/05/2018  Even as the telco's shares continue to slide following a weak trading update and shareholders question the long-term outlook, Brian Han explains why he remains optimistic.
Tackling high-fee headwinds
15/05/2018  High fees are a performance headwind that can be difficult for active managers and investors to overcome, says Mike Roach, head of Vanguard Australia's quantitative equity group.
Don't patronise me: Financial advice in plain English
11/05/2018  Former hostage negotiator Richard Mullender highlights the value of plain-speaking, explaining why financial advisers should avoid jargon and tailor their message to individual levels of financial literacy.
What is artificial intelligence?
10/05/2018  What is artificial intelligence? And how can investors profit from the innovation in computer learning?
Why BlackRock is engaging with gun makers
08/05/2018  The world's largest asset manager is stepping up its engagement efforts to increase corporate responsibility, says Morningstar's Jon Hale.
The rise of east and south Asia
04/05/2018  Prospects of North and South Korean peace, India's economic formalisation and increasing Chinese consumer confidence are driving this portfolio manager's interest in Asia.
Is India the next Asian powerhouse?
03/05/2018  Nikko Asset Management's Robert Mann discusses India, providing his views on whether it's economic growth will equal that of China and how investors can access some of the opportunities.
What is a technology stock?
02/05/2018  As technology disrupts a growing number of industries including healthcare, financial services, retail and communication, Emma Wall asks what defines a tech stock.
Are retail headwinds baked-in to Wesfarmers?
01/05/2018  What the 3Q retail sales results and its demerger of Coles as a separately listed entity, mean for Morningstar's fair value outlook on Wesfarmers, as explained by equity analyst Johannes Faul.
US-China trade tensions creating opportunities
26/04/2018  While there has been extensive focus on economic and investor risks, Andrew Lill, CIO of Morningstar Investment Management, says his team are looking at opportunities--both in the US-China situation and in tightening Russian sanctions.
Royal Commission: Four pillars policy supports Morningstar view on Big 4
24/04/2018  While investors are right to be concerned, Morningstar's senior banks analyst David Ellis explains why his fair value estimates for Commonwealth Bank, Westpac, ANZ and National Australia Bank are unchanged.
Gold bug tips $1500 price in 2018
19/04/2018  Silver and gold specialist Ned Naylor-Leyland from UK's Old Mutual outlines what will drive precious metals higher, and where ESG fits.
Oil price rise is more than OPEC, geopolitics
17/04/2018  Mark Taylor discusses the ramifications of Middle East unrest on oil prices.
3 top picks in infrastructure
16/04/2018  This trio of sectors spanning UK water, European utilities and US real estate are of substantial interest for Jim Lydotes from BNY Mellon Investment Management.
Infrastructure investing beyond roads, rail, utilities
13/04/2018  This fund manager thinks about the infrastructure sector quite differently than many other professional investors.
Morningstar Facebook Live: Insights on our Australian stock analysis
12/04/2018  Mark Lamonica, who heads up Morningstar Australia's individual investor business, recently spoke with Adam Fleck, regional director of equity research, in an interactive presentation streamed to subscribers during our second Facebook Live event.
5 to-dos for retirees as volatility returns
12/04/2018  Christine Benz shares her top tips for investors in retirement or about to retire wondering what to do amid the sell-off.
Why a weaker US dollar is good for Asian equities
10/04/2018  JP Morgan's Richard Titherington tells Emma Wall why a weak US dollar is good for emerging markets, and why investors should not be put off by a trade war.
Reflections on financial markets in 1Q 2018
05/04/2018  Andrew Lill discusses the return of equity market volatility and other trends of 1Q 2018, looks at how inflation affects equity and fixed income investors, and expectations for interest rate movements.
Where this ESG-focused manager sees opportunity
28/03/2018  Industrial, technology and consumer are favoured sectors over the medium-term for Calvert Research and Management, which also holds strong convictions about firearm manufacturers and related companies.
Environment, sustainability, governance now vital business considerations
27/03/2018  ESG principles are increasingly important to companies in heading off potential risks and differentiating themselves, says Calvert Research & Management's John Streur.
Introducing star ratings to Morningstar Australasia equity research
22/03/2018  What investors can expect from Morningstar's roll-out of its star rating methodology across Australian and New Zealand stocks, as explained by the regional director of equity research, Adam Fleck.
Emerging market rally has longer to run
22/03/2018  Emerging markets may have risen in value significantly over the past two years, but we're only just getting started, says Neptune's Ewan Thompson.
3 emerging market stocks for alternative income
21/03/2018  JP Morgan's Omar Negyal highlights three emerging market equities paying a attractive dividends.
Regulatory scrutiny real risk for Facebook
20/03/2018  The share price decline of the social media giant hasn't left it attractively priced.
US tariffs material but not world-ending
19/03/2018  --
Elevators, FMCG among 4 top stocks
14/03/2018  These global companies possess the right attributes for long-term investors, according to BMO Pyrford's CEO and chief investment officer, Tony Cousins.
What do Trump's trade tariffs mean for markets?
13/03/2018  US President Donald Trump has proposed trade tariffs on aluminium and steel. What do they mean for global stock markets?
Aussies tough on corporates but yields enviable
12/03/2018  How this fund manager identifies quality companies in emerging markets, and why it views Australia's investment climate more favourably than other markets.
Morningstar Fund Manager of the Year Award 2018
08/03/2018  Morningstar's Kunal Kotwal explains how we choose our Fund Manager of the Year.
Are ETFs to blame for market volatility?
07/03/2018  Morningstar associate director of manager research Alex Prineas explains some of the complexities facing ETF investors.
Fundamentals strong for Australian credit
01/03/2018  In this edition of How We Invest Your Money, Western Asset Management's Anthony Kirkham shares his outlook for Australian credit markets.
Opportunities and risks in global credit markets
27/02/2018  In this edition of How We Invest Your Money, John Beck of Franklin Templeton shares his thoughts on the outlook for global credit markets.
ASX child-care players to benefit from funding boost
26/02/2018  Morningstar senior equities analyst Gareth James discusses what investors need to know about the federal government's $3bn funding boost for the child-care sector.
FOMO dominant investor sentiment
16/02/2018  Investors are aggressively positioned, with fear-of-missing-out now the overwhelming sentiment , says Morningstar Investment Management's Daniel Needham.
3 top themes in Asian markets
14/02/2018  Diverse themes within financial services and renewables are among the top picks for 2018 from Nikko Asset Management's Eng-Teck Tan.
Accessing world's second-largest stock market
13/02/2018  Given China's ongoing economic growth and increasing representation in global indices, we ask Nikko AM's Eng-Teck Tan what this means for Australian investors.
Broadly positive results from Aussie financials
08/02/2018  An assessment of the latest financial results from Commonwealth Bank, NAB, AMP and Macquarie Bank from Morningstar's David Ellis.
3 companies tipped for growth
08/02/2018  These very distinct companies across gaming, healthcare and construction are among T. Rowe Price's top Australian equity picks.
End of bull run, 1H18 earnings expectations
08/02/2018  What bond investors can expect as bull market ends amid US monetary tightening; and what 1H18 company earnings hold for equity investors, from Shane Oliver, chief economist, AMP Capital.
How to keep cool when the market is not
06/02/2018  Steve Wendel, Morningstar's head of behavioral sciences, offers some tips for staying rational amid market volatility.
Commodities strength augurs well for Aussie shares
06/02/2018  Synchronised global growth and strong commodities form a positive backdrop for Australian equities in 2018, says Randal Jenneke of T. Rowe Price.
What should you do about the market slump?
05/02/2018  The US stock market had its worst day in two years on Friday, triggering Asian and European markets to sell off too--what should investors do?
Cutting through noise on rising oil price
01/02/2018  How the Brent crude price rise to almost $70 a barrel affects Morningstar's outlook for the likes of Woodside and Santos, and have investors left it too late.
Will India live up to Modi's hype?
31/01/2018  The International Monetary Fund has predicted India will drive global growth in 2018, and Prime Minister Modi has made bold promises. What does it mean for investors?