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BONDS News & Analysis

How to assess a company’s debt load
Stocks
How to assess a company’s debt load
BHP is used as an example to show how to assess the impact of too much debt on financial risk and flexibility.
Morningstar | 13 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
Bonds are still too expensive
Fixed Income
Bonds are still too expensive
Their relative yields have become acceptable, but that’s not the whole story.
John Rekenthaler, CFA | 10 February 2024
The art of ignoring market predictions
Markets
The art of ignoring market predictions
Your inbox is no doubt inundated with 2024 market predictions, though investors are best served by ignoring them and focusing on what really...
James Gruber | 08 January 2024
The advantage for stocks when inflation rises
Personal Finance
The advantage for stocks when inflation rises
How stock and bond prices work when inflation is an ongoing possibility.
John Rekenthaler, CFA | 17 December 2023
Where do active managers add value?
Funds
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
Christine St Anne | 15 November 2023
What is ‘normal’ for interest rates?
Markets
What is ‘normal’ for interest rates?
While yields may be near their peak, the current range of rates could persist for some time.
Morningstar | 21 October 2023
The biggest loss this year in my SMSF portfolio
Stocks
The biggest loss this year in my SMSF portfolio
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Graham Hand | 19 October 2023
Does your portfolio need a spring clean?
Personal Finance
Does your portfolio need a spring clean?
Investors need to rethink their portfolio rising inflation and a challenged outlook. 
Christine St Anne | 18 October 2023
Bonds are back? Not so fast
Personal Finance
Bonds are back? Not so fast
Interest rates are higher but for individual investors there is a case to be made that alternatives including dividend paying shares are still more...
Mark LaMonica, CFA | 17 October 2023