TOPIC

ASSET MANAGERS News & Analysis

Chart of the Week: Ongoing geopolitical uncertainties impact ASX’s largest sector
Markets
Chart of the Week: Ongoing geopolitical uncertainties impact ASX’s largest sector
ASX listed asset managers see fund flows deteriorating.
Shani Jayamanne | 26 June 2025
Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 2025
Build a portfolio with 3 ETFs in 2025
ETFs
Build a portfolio with 3 ETFs in 2025
We use Morningstar research and data to create a simple portfolio.
Shani Jayamanne | 25 February 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark Lamonica | 12 January 2025
Are industry super funds too big to be successful?
Retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 05 November 2024
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
Our top opportunities in the asset manager sector
Stocks
Our top opportunities in the asset manager sector
Signs of stabilisation, but competitive positioning still weakening against passive investments.
Shaun Ler | 15 April 2024
Morningstar’s analysts shift outlook for Platinum after mandate loss
Stocks
Morningstar’s analysts shift outlook for Platinum after mandate loss
We cut our Fair Value and revise our estimates for Platinum’s future earnings
Shani Jayamanne | 02 April 2024
Where can you earn the highest risk adjusted returns
Personal Finance
Where can you earn the highest risk adjusted returns
Pitchbook’s Quantitative Perspective Report outlines shifts in relationships between risk and returns. 
Shani Jayamanne | 14 February 2024