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RISK News & Analysis

Should you only invest in shares?
Personal Finance
Should you only invest in shares?
Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds.  For some investors this may...
Mark LaMonica, CFA | 14 February 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
How much business risk are you taking in your portfolio?
Personal Finance
How much business risk are you taking in your portfolio?
An ownership mentality is critical to success but many investors ignore the risk of the businesses in their portfolio. 
Mark LaMonica, CFA | 12 February 2024
How elections in 2024 will impact your portfolio
Markets
How elections in 2024 will impact your portfolio
How past major global events have impacted equity markets and how you should position your portfolio.
Shani Jayamanne | 05 February 2024
Should I lever up?
Personal Finance
Should I lever up?
The role of borrowing in an investment portfolio, and products that offer it.
Shani Jayamanne | 28 November 2023
Do equities improve with age?
Personal Finance
Do equities improve with age?
Revisiting a 60-year-old argument.
John Rekenthaler, CFA | 31 October 2023
Investing Compass: What can we learn from Japan
Personal Finance
Investing Compass: What can we learn from Japan
There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.
Shani Jayamanne | 26 September 2023
Investing Compass: Interest rate and inflation proof investment
Personal Finance
Investing Compass: Interest rate and inflation proof investment
In this episode, we explore annuities.
Shani Jayamanne | 18 July 2023
Morningstar's 'risk ratings' explained
Personal Finance
Morningstar's 'risk ratings' explained
Our Uncertainty Rating is the key metric to watch for if you're looking to mitigate risk in your portfolio, but there are other ways of identifying...
James Gard | 19 June 2023
Investing Compass: How investors should actually think about ESG
Markets
Investing Compass: How investors should actually think about ESG
ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He...
Shani Jayamanne | 30 May 2023