What happens when you build an index around fundamentals instead of share price?

Higher yields and an increasingly concentrated share market are pushing investors back towards fixed income. The question is whether they’re taking...

The benefits of AI are easy to see. The trade-offs may take longer to notice.

Is popularity a compelling investment thesis?

New data reveals the ETFs gaining traction in SMSF portfolios.

A closer look at the evolving SMSF landscape.

Critics warned concentration would hurt index funds. The opposite happened.

Historic levels of concentration and faltering confidence in the AI trade is leading some investors to look at another strategy for US equities.

Morningstar’s Bryce Anderson discusses rising bond yields, inflation concerns, AI spending and where Morningstar is finding opportunities despite...

Investors often assume the cheapest ETF is the best option, but that may not be the case in one corner of the Australian market.