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DEBT 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
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 08 April 2024
The market is overly pessimistic on this undervalued opportunity
Stocks
The market is overly pessimistic on this undervalued opportunity
We believe the market is overly pessimistic on this Australian property player. 
Alexander Prineas | 11 March 2024
Understanding the power of compounding
Personal Finance
Understanding the power of compounding
Gaining a greater understanding of compounding can put you on a pathway to financial freedom.
Mark LaMonica, CFA | 01 March 2024
Is debt recycling a good strategy?
Personal Finance
Is debt recycling a good strategy?
There are numerous things to consider for investors seeking to use the equity in their homes to try and grow their wealth.
Mark LaMonica, CFA | 16 February 2024
5 steps to achieve the life you want through investing
Personal Finance
5 steps to achieve the life you want through investing
Lessons learned from life and not an investing textbook. 
Mark LaMonica, CFA | 13 November 2023
Markets brief: Why the budget deficit suddenly matters
Markets
Markets brief: Why the budget deficit suddenly matters
A jump in Treasury debt issuance is playing a role in the rise in bond yields.
Tom Lauricella | 16 October 2023
Investing Compass: A debt time bomb
Stocks
Investing Compass: A debt time bomb
We discuss global debt and why investors should pay attention
Shani Jayamanne | 12 September 2023
4 stocks to defend against inflation
Stocks
4 stocks to defend against inflation
As inflation continues to be a bugbear for investors, Morningstar has uncovered businesses that are well positioned in the challenged outlook.
Christine St Anne | 07 September 2023
Finding stocks for a potential debt reckoning
Stocks
Finding stocks for a potential debt reckoning
Certain companies may be best positioned to defend against continued inflation.
Adam Fleck, CFA | 29 August 2023