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. This time, Shani shared some red flags that investors should seek to avoid when choosing an exchange traded fund or ETF. Read it here.

Shani’s Chart of the week tapped our annual Mind The Gap study, which looked at the difference between asset class returns over the ten years to December 2024 and the return actually achieved by investors. See it here.

Read more of Shani’s articles

Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.

Over 7000 new funds have launched in Australia and New Zealand since 2000. But in the absence of a track record, how are investors meant to evaluate a new product? Joseph pulled a few key insights from Morningstar’s recent research report on weighing up new investment funds. You can read it here.

Read more of Joseph’s articles

Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.

Sim’s Young & Invested column is published every Thursday. This time, Sim took a dive into the fancy-sounding world of factor ETFs. What are they, what do they promise investors, and are they worth a second look? See what Sim found in the latest edition of Young & Invested.

Sim also explored our Neutral rating on NDQ, the popular US equity ETF.

Read more of Sim’s articles

Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.

Mark’s column Unconventional wisdom is published every Monday. This time, Mark looked for lessons in past bear markets and from the famous ‘Nifty Fifty’ group of stocks. Perhaps unsurprisingly, Mark found that not at all narratives about the past hold up to scrutiny. Read the latest edition here.

Mark also questioned whether an endless pursuit of wealth is really worth it beyond a certain point. See why Mark thinks that finances should enable and not dictate our lives.

Read more of Mark’s articles here.

More highlights from Morningstar this week

Firstlinks Editor James Gruber looked at how the 4% rule might be supercharged for a richer retirement.

Nathan Zaia reacted to Westpac’s result as its shares soared.

Angus Hewitt updated us on A2Milk after the company announced some big moves.

Shane Ponraj gave his take on CSL’s eventful earnings release.

Jon Mills reacted to BHP’s result and dividend cut

Brian Han gave us the lowdown on Telstra’s result

This week on Investing Compass

Mark and Shani look at what a realistic path to financial freedom might look like, based on their own experiences.

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