END OF YEAR News & Analysis

These are some of the factors that determine if you’re doing well.

Lagging investments happen to the best of us.

We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....

Bold predictions have been made by Morningstar’s Brian Han and there are even some lessons for investors as we jump into a new year.

Seven items to review on the eve of the new financial year.

New features make it easier for advisers to have ESG conversations, download fund reports and share Morningstar X-Ray portfolios.

A picture says a thousand words, so enjoy this 9,000-word love letter to the financial year just gone.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.