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Video Archive...

Helping financial advisers help investors
27/02/2020  Financial advice can deliver value but we must do a better job of showing what that is and measuring it, says Morningstar chief executive Kunal Kapoor.
'ESG is about building a portfolio for outperformance'
26/02/2020  Morningstar CEO Kunal Kapoor explains the importance of ESG investing and why it's not simply a matter of avoiding guns, smokes and booze.
Volatility is here to stay - here's what to do
25/02/2020  Morningstar's director of personal finance Christine Benz explains how investors - young and old - should navigate how the coronavirus, the US election and frothy stock prices.
Why mining dividends are a flash in the pan
24/02/2020  A near-record dividend payout from BHP reflects high iron ore prices and miners flush with cash, but these conditions won’t continue long-term, says Morningstar’s Mat Hodge.
The case for emerging market debt
20/02/2020  Lazard Asset Management's Arif Joshi demystifies emerging market debt and explains why it can offer excess yields.
Telstra faces Vodafone-TPG tie-up
18/02/2020  Morningstar equity analyst Brian Han reckons the Vodafone-TPG is a 75pc chance of proceeding but says there's a risk of overestimating its effect on Telstra.
CBA result puts dividend fears to bed, NAB on track
14/02/2020  Despite a profit dip there are many positives for CBA, including growth in mortgages and deposits and a strong balance sheet, says Morningstar equity analyst Nathan Zaia.
Doubts over James Hardie's bullish outlook
14/02/2020  The building materials supplier's long-term North American market share forecast is too ambitious, says Grant Slade 
Could Coronavirus hit China's luxury boom?
12/02/2020  Morningstar analyst Jelena Sokolova looks at the potential impact of the coronavirus on the luxury goods sector.
4 healthcare stocks attractive on valuation and ESG risk
10/02/2020  Morningstar's Karen Andersen explains how environmental, social and governance issues affect Big Pharma and biotech companies.
Coal case: why Whitehaven is a Best Idea
07/02/2020  Lower costs, higher prices, and demand from Asia: key reasons why the miner's shares are going cheap, says Morningstar director of equity research Mathew Hodge.
Two of Morningstar's Best Ideas
04/02/2020  Morningstar's Adam Fleck explains how his team decides on which names to recommend and reveals a stock that is trading at a 30 per cent discount to its fair value estimate.
Behind Morningstar's Global Best Ideas list
03/02/2020  A margin of safety and high analyst conviction are just two of the criteria behind this monthly selection of stocks for your watchlist, says Morningstar's Adam Fleck.
Morningstar's tribute to Jack Bogle
29/01/2020  There has never been anyone who has given more to investors and taken less in return than Jack Bogle.
Kraft Heinz on the comeback trail
23/01/2020  As the faltering firm works toward a turnaround, patient investors should consider its undervalued shares.
3 foodie stock picks
21/01/2020  Sarasin's Jeneiv Shah looks at three stocks across the food chain, including one company trying to stop cows from burping.
Morningstar's predictions for 2020
16/01/2020  A contraction in housing starts; advances in electric vehicle technology; Trump re-election; a rate cut; and another tough year for banks - just some of what's expected.
3 European stock picks for 2020
14/01/2020  Unloved cable companies and property firms provide some of the best opportunities in Europe, says T. Rowe Price's Dean Tenerelli. 
Best of 2019: Why Iluka is bucking the mining company trend
09/01/2020  In May 2019, Morningstar's Mat Hodge explained why this rare earths company provides a different exposure to consumer materials, and has a clear path to revenue growth.
Best of 2019: how to pick stocks like Warren Buffett
08/01/2020  In this Best of 2019 video, Morningstar director of investor education Karen Wallace reveals how Warren Buffet benefited from sniffing out companies with competitive advantages.
Best of 2019: Coles, Woolies and shareholders face tough facts
07/01/2020  In 2019, we checked in with retail analyst Johannes Faul who explained how margin pressures affected supermarket giants Woolworths and Coles, and how the market reacted.
Best of 2019 videos: Warnes' downturn warning for investors
06/01/2020  In our look back at 2019, Morningstar head of equity research Peter Warnes identifies the performers of this earning season and issues a warning to investors of what action to take as uncertainty builds.
Morningstar year in review 2019
23/12/2019  Morningstar analysts look back at a year marked by a plunge in interest rates, shocks for the banking sector, China's vast appetite for iron ore, and the Coalition's upset election win.
What lies ahead for ASX, global markets in 2020 - Part 2
19/12/2019  Tension between big business, government and the Reserve Bank will spill into the new year and Australia's banks will likely remain under pressure.
What lies ahead for ASX, global markets in 2020 - Part 1
18/12/2019  The record stock market returns of 2019 are unlikely to be repeated next year or any time soon, says Morningstar’s Peter Warnes.
3 top picks: medical tech, bank and telco
16/12/2019  US President Trump’s trade war with China is a telco tailwind for Ericsson, says Fidelity’s Amit Lodha, who also likes medical technology firm Boston Scientific and Indian bank Kotak Mahindra.
Investors hunting for 'Switzerland'
13/12/2019  Investors are scrambling for safety as geopolitical tensions fuel the hunt for investable countries and ideas, says Fidelity’s global portfolio manager Amit Lodha.
Don’t abandon stocks amid rising market risk
11/12/2019  Low interest rates and a generally gloomy investment outlook magnifies the importance of picking quality, defensive companies for your portfolio, says Investors Mutual’s Hugh Giddy.
Where in the world can stock investors find value?
06/12/2019  US stocks hold only sparse opportunities for investors but parts of emerging Asia such as Korea and Japan are attractive, says Morningstar’s Daniel Needham.
Euro small caps among Bell’s top picks
05/12/2019  Global small- and mid-cap stocks still hold appeal for this manager, including Spanish airline booking and luxury goods companies Amadeus and Moncler.
Investors too bullish on Coles and Woolies, says Morningstar
04/12/2019  Australia’s biggest supermarkets are successfully defending their turf but high profit margins are ancient history, says Morningstar’s Johannes Faul.
Staying on budget over the holidays
03/12/2019  You might overspend because of “wealth effect”, or to keep up with the Joneses, but Morningstar’s Christine Benz has some ideas on how to not go over your budget.
Nine’s Stan holds high ground in streaming battle
29/11/2019  The local content strength of Nine-owned streaming video service Stan means it should prevail even as Disney+ launches locally alongside Netflix and other invaders, says Morningstar’s Brian Han.
Earnings bright side for Westpac
28/11/2019  Westpac has endured one of the most torrid weeks in its 200-year history but there's an upside, says Morningstar banking analyst Nathan Zaia.
How to find quality at a reasonable price
28/11/2019  Bell Asset Management's chief investment officer Ned Bell explains the principles of 'QARP' investing and singles out three companies that meet the criteria.
Taking the pulse at the Morningstar Individual Investor Conference
27/11/2019  Emma Rapaport taps conference goers for their thoughts on record low interest rates, stock opportunities, diversification and the merits of active management.
Dollar cost averaging doesn't work
25/11/2019  Investing a bit at a time is a bad idea, and buying the dip is an unnecessary risk, recent Morningstar research finds.
Banks, whistleblowers and the Hayne inquiry
19/11/2019  Investigative journalist and author Adele Ferguson discusses the banking royal commission outcome and whether shareholders should have a bigger role in policing their behaviour.
Paradigm shift is coming, says Warnes
14/11/2019  Unprecedented money printing and record low rates haven't worked and a 'paradigm shift' is afoot, argues Morningstar's Peter Warnes. 
Morningstar launches its first active ETF
12/11/2019  The head of Morningstar Investment Management Australia, Matt Wacher, reveals how the new International Shares Active ETF uses a quality- and value-led strategy to find opportunities in several global and emerging markets.
Understanding Morningstar Sustainability Ratings
12/11/2019  A Morningstar Sustainability Rating for funds helps investors make comparisons across industries and better understand and manage total ESG risk in their investments.
Should the home affect Age Pension eligibility?
11/11/2019  Whether the family home should be part of the Age Pension asset test continues to stir debate in Australia as do broader issues around retirement and superannuation, explains Graham Hand.
How to sort the winners from the also-rans
08/11/2019  Forget chasing the daily vagaries of the market and focus instead on stocks that will shine in their individual sectors, says Fidelity's Kate Howitt. 
Winds are shifting in US power generation market
06/11/2019  Natural gas and renewable energy, particularly solar and wind, will battle for top spot in the power generation stakes, says Morningstar's Charles Fishman.
There’s more to running an SMSF than paperwork and penalties
04/11/2019  Complexity has long been a bugbear of SMSF trustees, for whom the administrative burden is a necessary evil, but changes are afoot to help reduce the hassle, says Vanguard’s Robin Bowerman.
Investment opportunities abound in electric vehicles
31/10/2019  Morningstar equity analyst Seth Goldstein identifies his top picks in supply chain and ancillary industries.
Hamish Douglass: China is the opportunity of the next 20 years
30/10/2019  Magellan Financial Group's chief stockpicker on how to play the political risk of a runaway China, why 'tech' is a misleading word and why the future is bright for cloud computing.
Platinum's guide to playing politics
29/10/2019  Platinum Asset Management's Andrew Clifford on how to find overlooked opportunities and why demand for cars and computers will persist despite trade war tensions.
Why you should look on the bright side
25/10/2019  AMP Capital economist Shane Oliver explains why the sweep of history favours the optimists and why confidence is the key to successful investing. 
Why the Morningstar Individual Investor Conference matters
24/10/2019  Jamie Wickham explains the aims of the Morningstar Individual Investor Conference and identifies the issues that are front of mind for investors and self-funded retirees.
I don't agree with Trump on much, except US Treasuries
23/10/2019  The days of 8 per cent yields are gone but there are bond opportunities to be found in the US and Japan, says M&G's Jim Leaviss.
Where's the recession?
11/10/2019  RBC's Eric Lascelles helps us make sense of the mixed signals in the market today.
Weighing up the Latitude IPO
09/10/2019  High leverage and exposure to lower credit quality are among the reasons why Morningstar analyst Nathan Zaia recommends investors sidestep the Latitude Financial Group float. 
3 stocks with global ambitions
03/10/2019  JPMorgan Global Growth and Income Trust manager Tim Woodhouse picks a drinks firm with a celebrity twist, a European company with global reach and a US insurance giant
History doesn't repeat, but it rhymes
01/10/2019  Lower for longer interest rates, slowing economic growth and a paucity of yield opportunities are nothing new for this seasoned professional Australian stocks investor.
Navigating the risks in credit allocation
27/09/2019  In a lower-for-longer world, understanding the liquidity risks in credit becomes even more vital, says Charlie Jamieson of JCB.
How to position for a trade war stalemate
27/09/2019  Magellan Asset Management's Vihari Ross reveals how the investment powerhouse is positioning for more prolonged trade tensions between China and the US.
Women still lag men in retirement saving. Why?
26/09/2019  Judith Ward from T. Rowe Price reveals which cohorts need to pay more attention to what's happening with their assets - and what they can do.
Can bond yields really predict recession?
18/09/2019  Morningstar Investment Management's Dan Kemp looks at yield-curve inversion and cautions that it may not be a reliable indicator of what's in store for the economy.
Investors are in the eye of the storm
17/09/2019  Markets have weathered the worst of US-China trade tensions, says PineBridge Investments MD Michael Kelly, who also explains why shifting trade patterns aren't all bad news.
Ranking the value opportunities across asset classes
16/09/2019  Cbus chief investment officer Kristian Fok gives Morningstar's Aman Ramrakha his take on the state of global equities, infrastructure and alternatives.
Scaling the emerging markets landscape
12/09/2019  Lazard Asset Management's Rohit Chopra gives his take on the trade war, what he looks for in companies and where some bright spots lie.
Trade war will outlast Trump, warns Lazard
11/09/2019  The world is underestimating the US-China trade war and it will endure beyond the Trump administration, warns Lazard Asset Management's head of US equity Ron Temple.
What happens if everyone indexes?
09/09/2019  Morningstar's director of passive strategies research Alex Bryan discusses some possible consequences.
Afterpay: buy now, regret later?
05/09/2019  The buy now, pay later platform has had an incredible run but new rivals are closing in, says Morningstar's Chanaka Gunasekera. 
Retirees: avoid these traps in turbulent markets
04/09/2019  Recent volatility provides a good reason for retirees to check up on their portfolios--but don't overdo it.
Cheat codes to win at video game investing
03/09/2019  If the thought of spending hours on a video game isn’t appealing, you could always invest in e-sport stocks.
FAANG risks and picking the new consumer staple
28/08/2019  Ariel Investments portfolio manager Rupal Bhansali explains why the market is underestimating the risks to FAANGs and why telco stocks are attractive today.
Downturn is coming: Warnes' warning for investors
27/08/2019  Morningstar head of equity research Peter Warnes identifies the performers of this earning season and issues a warning to investors of what action to take as uncertainty builds.
Are we heading for recession?
26/08/2019  Morningstar Investment Management's Dan Kemp talks inverted bond yield curves and whether a recession is on the cards.
What record low bond yields mean for investors
15/08/2019  A record low for Australia's 10-year bond yield, which last week dipped below 1 per cent, may prompt a change in some investors' fixed-income portfolio positioning, says Brad Bugg.
Looking back at the banks and the best CEOs
15/08/2019  In this Ask the Expert special, David Ellis reflects on his time covering the banking sector, how lenders began to but profits before customers, and why he rates Gail Kelly so highly. 
Examining CBA's 'messy' result
14/08/2019  Morningstar's David Ellis explains why CBA delivered such a 'messy' result and why the home loan book of Australia's largest lender is a strength, not a weakness. 
Pharma, biotech most undervalued US healthcare industries
12/08/2019  These industries are the most undervalued in the US healthcare sector, owing to potential drug pricing reforms coming out of Washington.
Why investment trusts use gearing
08/08/2019  The AIC's Annabel Brodie-Smith talks to Morningstar's Holly Black about the risks and rewards of borrowing for investment trusts.
2 global stocks with investor upside
06/08/2019  Industrial supplier Ingersoll Rand and telco infrastructure company American Tower hold solid investor appeal, explains Alphinity's Jonas Palmqvist.
Change is in the air for global stocks
05/08/2019  Consumer cyclical stocks may tick upward in the coming months, though earnings downgrades still outnumber upgrades for now, says global equity portfolio manager Jonas Palmqvist.
2 US stocks to harness the "green rush"
30/07/2019  With cannabis' popularity already growing, widening legalisation will further catalyse demand.
Iron ore prices won’t stay high for long, warns Morningstar
24/07/2019  Miners Iluka and Oz Minerals still hold upside potential, even as investor optimism on iron ore prices is over-done and coal producers  emerge as greater value, explains Morningstar’s Mat Hodge.  
Harley Davidson too slow at winning new customers
23/07/2019  Morningstar has slashed its fair value estimate for Harley Davidson, as the iconic motorcycle manufacturer's core customer base declines faster than it can target new buyers.
CBA to put bad year behind it
19/07/2019  The Commonwealth Bank has better times ahead, says Morningstar's David Ellis, who predicts a strong recovery in earnings, which will flow through to modestly higher dividends.
AMP dismay is well-founded, says Morningstar
17/07/2019  AMP appears to be stuck with its life insurance business after regulators scuttled the sale, which is likely to further restrict the group’s struggling wealth management operations.
Looking at Amazon's future beyond Prime Day
16/07/2019  In the midst of Amazon's annual Prime Day, which ends on 16 August US-time, Morningstar looks at the online behemoth's long-term plans.
Investing should make you uncomfortable, says Platinum
15/07/2019  Limiting yourself to locally-listed companies rules out a wide range of industries and the potential upside they bring to a diverse portfolio, says Platinum’s Andrew Clifford.
3 China stocks benefiting from an ageing population
09/07/2019  This trio of opportunities in China spans the disparate sectors of insurance, biotech and gas distribution, as outlined by David Raper of UK-based fund manager Comgest.
Bullish ASX investors may be underestimating rate risk
05/07/2019  Local share investors' continued confidence in the wake of Tuesday's historic RBA interest rate cut may be somewhat misplaced, warns Morningstar Investment Management's Brad Bugg.
Forecast 2019-20: Tough times ahead
02/07/2019  Financial markets face the same challenges now as they did 12 months ago, and investors are at considerable risk even as central banks continue to drive down interest rates.
Rising wages, inflation mean investors shouldn't overlook Japan
01/07/2019  Abenomics have taken hold, bringing the economy out of deflation and creating opportunities in several areas, including small cap stocks.
Tips on building a low-maintenance retirement portfolio
28/06/2019  These strategies can help investors who are either approaching retirement or already retired and don't want to spend hours each week monitoring their investments.
What happens when a fund suspends trading?
27/06/2019  As Woodford Equity Income suspends fund withdrawals, Morningstar's UK director of manager research Jonathan Miller tells senior editor Holly Black what it means for investors.
What is an illiquid investment and should you invest?
26/06/2019  With the spotlight on illiquid assets and unquoted companies as the Woodford Equity Income fund remains suspended, Morningstar senior editor Holly Black talks to fund analyst David Holder about illiquid assets.
Friday Fundamentals Webinar: Portfolio Construction
21/06/2019  Morningstar's Portfolio Construction Guide helps you, the investor, put goals-based investing into practice, as explained by our individual investor product manager Mark LaMonica.
All buybacks are not equal, says Epoch
19/06/2019  Kera Van Valen and her team identify global companies with free cash-flow that regularly return profits via dividends, share buybacks and debt reduction, with Target a recent portfolio addition.
Why sovereign bonds hold enduring appeal
18/06/2019  Neither cash, infrastructure funds or even corporate bonds provide investors with true underlying defensive structures during peak market stress, warns Colchester’s Keith Lloyd.
Safeguarding your finances against cognitive decline
17/06/2019  The risk of financial mistakes and fraud rise exponentially among individuals experiencing cognitive decline, but there are ways to minimise your financial vulnerability.
Investing basics: how to pick stocks like Warren Buffett
14/06/2019  From the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska, Morningstar director of investor education Karen Wallace reveals how Buffet benefited from sniffing out companies with competitive advantages.
Blend funds to improve SMSF investment mix, says PineBridge
14/06/2019  SMSFs have long been prone to a strong home market bias, but adding a blend of funds can add diversification without blowing out costs or risk, says PineBridge’s Hani Redha.
US stocks ‘rich and vulnerable’ but other markets still attractive
13/06/2019  Amid uncertainty around trade policies and global growth concerns, parts of Australia’s equity market still appeal as do Japan stocks and some domestic credit vehicles, says Schroders’ Australia head of multi-asset.
We’re simplifying global equities, says Magellan CEO
11/06/2019  One of Australia’s most successful professional investors, Hamish Douglass, explains how behavioural biases can harm your portfolio, and why he chose to launch an exchange-traded managed fund.
Antipodes highlights favoured markets, sectors
07/06/2019  Global stock picker Jacob Mitchell explains how investors can get exposure to consumer staples, and why he currently favours emerging markets and parts of Europe.