This week’s best investing insights
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Our top investing insights from this week.
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Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday.
Aussies love franking credits - so much so that they make up a key part of many investment strategies. There’s no denying that they add to your total return, but it’s important to understand the trade-offs. Shani does a deep dive to assess whether franking credits are free alpha.
In the last instalment of a three-part series on market crashes and what investors can learn from them, Shani looks at what the GFC is still teaching investors investors today.
There are many benefits that allow you to get to financial goals quicker and more efficiently with pooled resources if you are structured effectively. However joint investing introduces an added level of complexity around taxation. Shani discusses how to manage tax when investing as a couple.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday.
The US has seen a meteoric rise in leveraged ETF launches. Whilst we haven’t experienced the same proliferation in Australia, new products have certainly hit the shelves this year. But investors shouldn’t mistake accessibility with suitability, especially for high-risk products. Sim looked at the implications of using geared ETFs.
Investors love complex strategies. The financial industry has long projected the image that such approaches deliver superior returns. But is this actually true? Complexity bias might be the investment mistake killing your returns.
The RBA has officially moved to monetary easing after cutting rates three times this year. As we move away from the era of strong cash returns, Sim discusses why you can’t save your way to wealth.
For Chart of the week, Sim shared insights from Morningstar’s Manager Research team in the US, who provide their analysis on how private companies are reshaping public markets.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday.
Traditionally income investing was the refuge of retirees but seemingly not anymore. According to the ASX Investor Survey, 36% of millennial and Gen Z investors have a primary goal of generating sustainable income. Mark ran a model to determine what it would take for a typical 22-year-old Aussie to create a passive income stream that would pay for their life.
An ownership mentality is critical to success but many investors ignore the risk of the businesses in their portfolio. Mark looks at how much business risk investors are taking in their portfolio.
More highlights from Morningstar this week
James Gruber runs through the speech he wishes the Prime Minister would make on housing affordability.
Liem Nguyen shared our top ETF pick for listed property in Australia.
Johannes Faul discussed whether Woolies or Coles presents the better long-term opportunity.
This week on Investing Compass
The Global Financial Literacy Excellence Centre (GFLEC) at Stanford University has created a three question financial literacy quiz that has been used in more than 20 countries.
In this episode, Mark and Shani run through the three questions, and add a couple of their own.
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