This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Our top investing insights from this week.
Want to stay informed about what is happening in the world of investing? Get Morningstar insights in your inbox.
Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday. This week Shani looked at how investors can fight FOMO and maximise their chance of achieving successful investing outcomes.
In her Chart of the week, Shani looked at how CBA’s valuation stacks up against its peers.
Shani also asked whether money really does buy happiness, and why understanding the answer to this question can help investors set better goals.
Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.
Joseph’s Bookworm column shares insights from investing books and letters that he found useful. This time, Joseph explored a warning from Pat Dorsey that could help investors avoid overpaying for “mistaken moats”. Read it here.
In the next instalment of his Stock Showdown series, Joseph compared Commonwealth Bank’s quality and valuation metrics to domestic and global peers.
Many analysts have highlighted the US dollar’s potential to fall back to more normal levels against other currencies.
Joseph shared the significant impact that FX moves have had on his personal portfolio so far in 2025, and asked whether individual investors should worry about them.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday. This time, she looked at robo advisors and weighed up their potential to help investors without the time, knowledge or confidence to set up their own investments.
Are these advisors worth the fee premium charged on their underlying holdings? Find out in the latest edition of Young & Invested.
Sim also looked at how emotions can get in the way of desirable investment outcomes, and what investors can do to reduce their exposure to behavioural risk.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday. This time, Mark highlighted three ways that individual investors have it better than the professionals.
Mark also underlined the most important concepts from what many people view as the Bible of investing. See Mark’s biggest takeaways from Benjamin Graham’s book The Intelligent Investor here.
More content from Morningstar this week
Angus Hewitt introduced a new entrant to Morningstar’s Best Ideas list for Australia and New Zealand.
Esther Holloway shared an early take on the merger between Soul Patts and Brickworks.
Johannes Faul called out a defensive ASX stalwart that looks materially overvalued.
This week on Investing Compass
Mark and Shani looked at what some of Australia’s top performing superannuation funds are invested in.
Listen on:
