Coronavirus: A guide for Aussie investors
From stock opportunities to survival guides, from market updates to fund managers' forecasts, Morningstar examines the effect of covid-19 on the investment world.
Below is our latest coverage of the coronavirus sell-off including daily market updates and commentary from head of equity research Peter Warnes.
It's natural to worry about the impact of coronavirus on your investments. As Morningstar’s head of behavioural sciences Steve Wendel puts it, panic is a social phenomenon, whether it’s panicked selling of investments or panicked buying of toilet paper.
To be sure, expect volatility in the short run. The economic hit to 2020 will be significant, and prolonged disruption will have an impact on the cash flows of many companies.
But Morningstar analysts believe the collective global effort to lead to containment of the outbreak sometime over the next nine months.
"We expect near-term impact to be savage, shaving off 2 percentage points from global GDP growth," Morningstar director of equity research Johannes Faul says in a special report on the coronavirus.
"However, we anticipate a vaccine ready to be deployed by mid- to late 2021, setting the stage for a return to normality."
During periods of market volatility or where prices fall, it's often a time where you should consider adding more to your investments rather than taking them away. Warren Buffett always says that he likes his stocks the way he likes his socks: on sale.
To make sure you’re headed in the right direction, we're curated a list of our latest coronavirus coverage.
Latest updates:
Investing basics: understanding ETF discounts and premiums during turbulent times - 27 March
The virus will run its course but the pain of record debt will become more acute - 26 March
[Video] How to avoid dividend cuts - 27 March
Coronavirus special report
Coronavirus: Market Temperature Check | Full report
- Coronavirus impact: will video streaming get a boost? - 26 March
- Coronavirus: dividends are at risk - 26 March
- Coronavirus: How will volatility affect financial services? - 26 March
- Coronavirus impacts and opportunities: where to find quality companies - 25 March
- Coronavirus impact: will e-commerce offset lower foot traffic? - 25 March
For access to a list of 40 best ideas named in the report subscribe to Morningstar Premium or take a free trial.
Our perspective on the markets
- COVID-19 crushes FOMO-20 but don't let a good crisis go to waste - 26 March
- When will stocks recover? - March 23
- [Video] Market, economic implications amid latest virus news - 20 March
- Coronavirus sell-off: regions hardest hit - 20 March
- Nowhere to hide as credit risk soars - 19 March
- Path to a vaccine emerges as investors overreact- 18 March
- 3 charts on why you should stay the course during turmoil- 18 March
- [Video] 'The long-term bounceback will be strong' - 17 March
- Can circuit breakers stop panic selling? - 17 March
- [Video] The importance of staying invested in volatile times- 16 March
- Australian Credit Monthly - 16 March
Peter Warnes commentary (Premium)
- The virus has mutated, and the zombies walk among us - 20 March
- The beginning of the end, or the end of the beginning?- 12 March
- Impatient investors hooked on rate bait risk being left high and dry - 05 March
- Beware a chaotic rush for the exit when the complacent take fright - 27 February
- Preserve your capital: investors blind to risks in frantic chase for yield- 20 February
- Debt-ridden companies face contamination as virus saps supply chains, cash flows - 13 February
Investment opportunities
- Opportunities emerge in quality healthcare names - 23 March
- Corona sell-off: Best and worst fixed-income funds - 19 March
- 3 Aussie healthcare plays to watch - 18 March
- Corona sell-off: best and worst performers - 17 March
- The case for infrastructure: selling shovels to improve your investments - 17 March
- Corona sell-off: Best and worst stock funds - 17 March
How to protect your financial well-being
- Tips for trading ETFs as volatility spikes - 24 March
- Early super access, drawdown, deeming measures: what the emergency stimulus means for you - 24 March
- Taking action or locking in the losses? - 24 March
- Investing basics: how to set up an emergency fund in 5 steps - 23 March
- Insights from the history’s downturns and recoveries - 19 March
- [Video] Taking control in time of corona - 17 March
- Investing basics: how young investors can survive and prosper in a bear market -16 March
- Coronavirus: our responsibility to help manage the impact - 16 March
Coronavirus impact on industries, companies and financial products
- [Video] Healthcare stocks still defensive, says Morningstar - 26 March
- Fund spy: banks, oil prices hammer active manager - 25 March
- [Video] Cheap or nasty? Seven, Nine and Telstra - 24 March
- Signs of dwindling liquidity affect bond funds - 24 March
- Hoarding to boost supermarkets sales - 24 March
- United Malt to keep the alcohol and earning taps on - 23 March
- Winners and losers in healthcare- 23 March
- Earnings headwinds pile up on the banks - 19 March
- 'Eye-popping' bond prices as liquidity dries up- 19 March
- Miners' balance sheets mostly solid heading into downturn- 19 March
- Telstra stands out in resilient telecoms sector- 17 March
- Pandemic won't wipe out Aussie retirement savings-16 March
As it happens | daily market updates
A letter from Morningstar Inc.'s CEO - 19 March
We are evaluating our coverage for you during these times of uncertainty. If you have questions or comments, we'd love to hear from you at mark.lamonica1@morningstar.com.