Two deals, and two vastly different verdicts from the market. Why?

We recognise that the short-term macroeconomic backdrop can be very important for certain industries, but long-term fundamentals are almost always...

Direct impact modest but global growth and inflation are wildcards.

The structural forces that powered iron ore through the last two decades look to have run their course.

Ultimately, it makes more sense to hedge against many different outcomes and enjoy the benefits of diversification—the only ‘free lunch’ in investing.

Morningstar Australia's Equity Market Strategist, Lochlan Halloway, discusses his key takeaways and things to focus on from reporting season. 

Our take on the recent earnings season. 

From media headlines, and the market’s gyrations over the past fortnight, you’d have cause to think February 2025 reporting season has been a...

We’ve upgraded our fair value estimate for 29 companies, or 40% of those that have reported thus far.

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