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Investing Compass podcast


personal-finance
Boosting income with a covered call strategy
Investors are using this strategy to increase their income. This week's episode looks at the mechanics of a covered call and the investors it may suit.
personal-finance

Five Charlie Munger quotes to make you a better investor

This week’s Investing Compass episode goes through the wisdom of Charlie Munger
personal-finance

Why Aussies are better investors

Our latest Investing Compass episode looks at the factors behind why Australians have been successful investors
personal-finance

Three most popular ETFs in Australia

We look at the three ETFs you are most likely to invest in and what our analysts think about them.
personal-finance

How to make $100k in passive income

We go through what's needed to get to $100k in passive income.
personal-finance

How investors should think about business risk

Are you taking on too much risk in your portfolio?
personal-finance

A realistic retirement plan

Men and women experience different health outcomes which need to be taken into account during retirement planning.
personal-finance

Not all income is built equal

The argument for why investing is supported by the tax code.
personal-finance

Why Shani bought a house

Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision.
personal-finance

What to look for (and what to avoid) when picking ETFs

Our guest Steven Le, a manager research analyst at Morningstar, goes through what to look for and what to avoid with ETFs, and how investors can apply the Morningstar process themselves for choosing investment products.  
personal-finance

Mark's top 10 holdings

We run through Mark's top ten holdings, how they fit into his investment strategy and when to sell shares.
personal-finance

Beat the market by changing how you invest

We talk about how to have an advantage when investing.
personal-finance

How to build wealth with income investing

And why the arguments against income investing don't stack up.
personal-finance

Christmas gifts for investors 2023

Our yearly episode of Christmas gift ideas for investors.
personal-finance

Current opportunities

Our guest Dan Kemp who runs Morningstar's global investment management team shares thoughts on current opportunities.
personal-finance

Are bonds back?

At our recent conference, many investment professionals touted the attractiveness of bonds. Are they back and should you invest?
personal-finance

Market update going into 2024

We talk about the current market environment, and how investors should position themselves going into 2024.
personal-finance

LICs vs ETFs

In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.
personal-finance

The case for China

We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, and how to get exposure.
personal-finance

Share deep dive: Woodside

In a listener requested episode, we take a deep dive into Woodside (ASX: WDS).
personal-finance

What is happening with Qantas?

Shani and Mark sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors.
personal-finance

Can you retire on dividends?

In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement.
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.
stocks

Investing Compass: What return are you actually getting from shares?

We break down each of the components of a total return to understand what you get at the end of your investment. 
stocks

Investing Compass: A debt time bomb

We discuss global debt and why investors should pay attention
personal-finance

Investing Compass: Market outlook: 3 steps to financial independence

Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
markets

Investing Compass: Market outlook: Are investors too optimistic?

Our market outlook looks at the current state of the market and themes investors should be aware of.
stocks

Investing Compass: What we think about the largest company in the world

We take a deep dive into the international stock you are most likely to own - Apple.
personal-finance

Investing Compass: The best lessons from 150 episodes

It's our 150th episode! We go through the best lessons from the last 150 episodes.
personal-finance

Investing Compass: Personal investing lessons from a CIO

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.
personal-finance

Investing Compass: Structuring your portfolio for income

Mark speaks about how he has structured his portfolio for income.
personal-finance

Investing Compass: Interest rate and inflation proof investment

In this episode, we explore annuities.
stocks

Investing Compass: Brian Han's Outlook

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&A, cybersecurity and cryptocurrency.
stocks

Investing Compass: Share deep dive: Charter Hall Long WALE REIT

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).
personal-finance

Investing Compass: When to rebalance

In a listener requested episode, we look at when investors should rebalance.
personal-finance

Investing Compass: Paying down your mortgage vs investing

The age old question. This episode goes through the main considerations between paying down your mortgage and investing.
etfs

Investing Compass: Does the exchange an ETF trades on matter?

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first.
retirement

Investing Compass: Retirement in inflationary times

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.
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 provides his a different perspective on how investors should consider ESG in their portfolio.
etfs

Investing Compass: Our favourite income ETF

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh.
funds

Investing Compass: Picking an active manager

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.
markets

Investing Compass: State of the Market

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.
retirement

Investing Compass: How super is Super

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation.   
personal-finance

Investing Compass: What would you do with some extra cash?

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.
personal-finance

Investing Compass: Future expected returns and where to allocate assets

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions.
etfs

Investing compass: Creating a portfolio with one trade

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.
stocks

Investing compass: Lithium

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.
stocks

Small caps

In a listener requested episode, we speak about whether small caps have a place in your portfolio.
etfs

Investing compass: Quality ETFs

In a listener requested episode, we explore quality ETFs—MOAT and QUAL.
markets

Investing compass: 2023 state of the market

We look at the state of the market entering 2023.
etfs

Investing compass: High conviction ETFs and what they hold

We look at high conviction holdings in ETFs, and what our equity analysts think of them.
personal-finance

Investing compass: Top lessons from investment professionals

We discuss lessons learned from our recent conferences. 
personal-finance

Investing compass: Have we reached market bottom?

We look at measures that indicated historical market bottoms and how the market compares now.
stocks

Investing compass: How to maintain margin

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges.
stocks

Investing compass: Is it time to buy?

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy?
stocks

Investing compass: How big should your slice of American pie be?

In a listener requested episode we explore whether valuations should impact asset allocation decisions.
personal-finance

Investing compass: Coveting thy neighbour's wife

This episode explores why long-term investors are better off focusing on themselves, and not coveting the circumstances of others.
stocks

Investing compass: How to maintain margin

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges.
stocks

Investing compass: Is it time to buy?

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy?
investing

Give the people what they want!

We explore the most common question we get – how to choose a broker. 
stocks

Investing compass: How big should your slice of American pie be?

In a listener requested episode we explore whether valuations should impact asset allocation decisions 
personal-finance

Investing Compass: The misfits: A holistic look at portfolio construction

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.
personal-finance

Investing Compass: How to behave like a winner

Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.