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VALUATIONS News & Analysis

The role future expectations play in investment returns
Personal Finance
The role future expectations play in investment returns
We believe investors should focus on long holding periods.
Shani Jayamanne | 21 March 2024
Which asset classes are undervalued right now?
Markets
Which asset classes are undervalued right now?
Many assets have had a rollercoaster 2023 though most are up, and some of them are up a lot. Here we compare valuations of cash, bonds, stocks, and...
James Gruber | 14 December 2023
How to build a resilient investment portfolio
Personal Finance
How to build a resilient investment portfolio
Morningstar global CIO, Dan Kemp, outlines how investors can best build an 'all-weather' portfolio, including have the right asset mix, sound advice,...
James Gruber | 29 June 2023
Is Bitcoin worth the gamble?
Stocks
Is Bitcoin worth the gamble?
What we’ve learned from tackling the most common approaches to valuing this cryptocurrency.
Madeline Hume | 21 June 2023
Can you trust the valuations of super funds' unlisted assets?
Video
Can you trust the valuations of super funds' unlisted assets?
AustralianSuper CIO Mark Delaney says it's in the best interest of industry super funds to ensure private asset valuations are up to date.
Sarah Dowling | 13 June 2023
Super prospects from Australia’s most powerful CIO
Retirement
Super prospects from Australia’s most powerful CIO
Suspicions are growing over superannuation fund valuations of their unlisted assets, but AustralianSuper says it's in their best interest to ensure...
Graham Hand | 28 May 2023
How 2020 and 2021 were a virtual repeat of the dot-com bubble
Funds
How 2020 and 2021 were a virtual repeat of the dot-com bubble
In both the dot-com bubble and the pandemic boom, by the time most managers began buying the highflyers, their valuations were already through the...
Jack Shannon | 05 April 2023
Are Australian stocks undervalued?
Stocks
Are Australian stocks undervalued?
A look at the Morningstar star ratings for shares suggests so.
Lewis Jackson | 22 June 2022
Buffett on markets, cash and seizing opportunities
Stocks
Buffett on markets, cash and seizing opportunities
The Oracle of Omaha’s annual letter is full of lessons for investors. 
Lewis Jackson | 02 March 2022
Disruptive innovation and the valuation conundrum: Editor's Note
Stocks
Disruptive innovation and the valuation conundrum: Editor's Note
Gloom or boom? Two wildly different perspectives on the outlook for growth companies.
Emma Rapaport | 08 October 2021