Dividends: ‘You have to be very active in stock selection’ |
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23/06/2020
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<p>Transcript will be available soon.</p>
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Tapping opportunities in water and waste25/06/2020 The growing consumption of water and the increased production of waste make these sectors compelling investments, says Fidelity's Bertrand Lecourt.
Dividends: ‘You have to be very active in stock selection’23/06/2020 Yield can still be found among global healthcare, technology and consumer staples despite the dismal dividend outlook, says Janus Henderson’s Jane Shoemake.
Airlie went shopping during COVID sell-off22/06/2020 COVID has given consumers the "fright of their lives" but this fund manager took the opportunity to scoop up bargain bluechips, says portfolio manager Matt Williams.
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Casino comeback and the uncertainty engulfing Seven West29/05/2020 Most punters would prefer to lose money with their friends in a real casino than gambling online alone in their basement, says Brian Han.
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3 stocks set to clean up18/05/2020 The biggest corporate hygiene company you never heard of; Dettol's parent company; and a lab supplier are tipped to benefit post-coronavirus.
Greencape's three top picks13/05/2020 Property listings, software for financial planners and AI machine-learning: Jonathan Koh has scoured the globe for opportunities.
Where to hunt when guidance statements get torn up12/05/2020 Greencape Capital entered the downturn with a cash reserve that has allowed it to snare some essential services companies at bargain prices, says Jonathan Koh.
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Weighing up Australia’s banks07/05/2020 Bad debts and expected capital raising from three of the big four cloud the outlook for Aussie banks, says Morningstar's Nathan Zaia.
Surprises from Berkshire's annual meeting05/05/2020 Morningstar's Gregg Warren discusses the meeting's cautious tone, Berkshire's lack of buying during the downturn, and unloading the airlines.
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Netflix steals the show but for how long?29/04/2020 What happens when the lockdown ends? The streaming giant may need to get some serious growth in international markets to make up for investor expectations.
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3 defensive utility stocks23/04/2020 These utility stocks aren't the cheapest but have solid balance sheets and decent yield potential.
What in the world happened to oil prices?22/04/2020 Amid such a painful downturn and the ensuing demand shock, it's crucial to consider companies that are in sound financial health, says Dave Meats.
'An apocalyptic asset': owning gold21/04/2020 Gold can be a useful insurance policy for investment portfolios, says Morningstar analyst Kenneth Lamont, but it's not perfect
Energy crisis will be short-lived20/04/2020 Will energy majors bounce back from the coronavirus-induced turmoil? You bet they will, says Mark Taylor and here are the names to watch.
What role do bonds play in an era of ultralow yields?16/04/2020 Investors are right to be questioning bonds' role in their portfolios, but they still serve a useful purpose for many.
US tech sector now decently undervalued14/04/2020 We examine how this sector handled the market turmoil and what to expect
Will energy stocks rise from the ashes?09/04/2020 Investors' current concerns are justified, but vast long-term opportunities remain in this significantly undervalued sector.
Corona crisis threatens big four dividends08/04/2020 The short-term may be scary but the major banks' long-term outlook will withstand the shock, says Morningstar's Nathan Zaia.
What to expect as the virus continues08/04/2020 Christine Benz and Karen Andersen discuss Morningstar's latest views on stopping the spread of the virus as well as the economic implications.
In volatile markets, it's OK to chicken out03/04/2020 Christine Benz explains why now isn't the time for grand gestures with your investments; instead, take a light touch to them.
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The critical reason to stay invested30/03/2020 Why it's important to stay invested to capture critical months for your portfolio, with Morningstar's director of investment research, Ian Tam
How to avoid dividend cuts27/03/2020 A wave of companies are expected to cut their dividends amid the coronavirus crisis. Morningstar's Dan Lefkovitz explains how to spot a firm that could its pay out.
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Market, economic implications amid latest virus news20/03/2020 Karen Andersen and Preston Caldwell give us their latest perspectives on healthcare and energy.
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Taking control in time of corona17/03/2020 In this timely Morningstar panel discussion, but Christine Benz and Andrew Lill provide concrete tips on how curb your losses and put your money to use.
The importance of staying invested in volatile times16/03/2020 Don't flee the market in a panic, but rather embrace the turmoil as an investment opportunity—you'll be better off in the long run.
‘A modest sell-off, not a panic’: Douglass on coronavirus fallout14/03/2020 The Magellan co-founder insists now is not the time to ditch stocks for cash nor to buy bargains, and global businesses won’t turn their backs on China.
Avoid panic-selling: Douglass calls for calm12/03/2020 Share market speculation is almost always a bad idea, and panic-selling stocks on coronavirus fears is an example of just that, warns Magellan boss.
Coronavirus and the market: our take11/03/2020 We offer three takeaways and advice on staying true to your goals.
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Coal case: why Whitehaven is a Best Idea07/02/2020 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.
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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 picks05/12/2019 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 Morningstar04/12/2019 Australia’s biggest supermarkets are successfully defending their turf but high profit margins are ancient history, says Morningstar’s Johannes Faul.
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