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INVESTING News & Analysis

Can you retire on dividends?
Personal Finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this...
Mark LaMonica, CFA | 09 June 2025
Does money buy happiness?
Personal Finance
Does money buy happiness?
Yes - and it's crucial to properly defining your goals.
Shani Jayamanne | 05 June 2025
Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
Private credit and its role for investors
Funds
Private credit and its role for investors
A spotlight on the evolving asset class.
Matt Olsen | 04 June 2025
This is what top performing superfunds are investing in
Personal Finance
This is what top performing superfunds are investing in
This week’s Investing Compass episode looks at the biggest holdings of top performing super funds and what our analysts think of them.
Shani Jayamanne | 03 June 2025
Are you an emotional investor?
Personal Finance
Are you an emotional investor?
Ever wondered how you can make better financial decisions? 
Simonelle Mody | 01 June 2025
Putting tariff worries in the rear view mirror: Mark’s top articles in May
Personal Finance
Putting tariff worries in the rear view mirror: Mark’s top articles in May
The top articles in May from Morningstar’s Director of Personal Finance.
Mark LaMonica, CFA | 30 May 2025
What I like and dislike about investing systems
Personal Finance
What I like and dislike about investing systems
Systems try to tame the complexity and randomness of stock markets into something far simpler.
Joseph Taylor | 29 May 2025
Young & Invested: Should beginners invest in small caps?
Personal Finance
Young & Invested: Should beginners invest in small caps?
Hidden gems or rookie risk?
Simonelle Mody | 28 May 2025
Warren Buffett steps down - what does this mean for investors?
Personal Finance
Warren Buffett steps down - what does this mean for investors?
This week’s episode of Investing Compass looks at the impacts of Warren Buffett’s retirement.
Shani Jayamanne | 26 May 2025