Complacent markets and next gen advice : This week’s best investing insights
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Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday. This week, Shani explored ways that investors can monitor their portfolio in a way that aligns with their long term goals. Read the latest edition of Future Focus here.
In her Chart of the week feature, Shani featured insights from Morningstar’s Diversification Landscape report. More specifically, Shani looked at how a well constructed portfolio can provide better risk-adjusted returns to investors.
Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.
Joseph’s Bookworm column is released every second Tuesday. In the latest edition, Joseph tapped a modern investing classic to explore how capital cycle analysis can identify companies of superior quality.
Joseph also introduced Stock showdown, a new feature comparing the business and investment merits of two companies each time. He got things rolling with a comparison of BHP and Rio Tinto, with the help of our global mining analyst Jon Mills. Go here to read it now.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday. This week, Sim asked whether younger investors might benefit from looking past the finfluencers and money coaches on their social media feeds and seeking traditional financial advice instead. Read Sim’s latest Y&I here.
Sim also looked at average savings balances in Australia at different ages, and at strategies you can use to build your savings pot. Read it here.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s Unconventional wisdom column is published every Monday. This time, Mark dived into game theory and also asked a rather inconvenient question.
With many stock markets now higher than they were before Trump’s “Liberation Day” announcements, are investors being complacent? Read Mark’s latest Unconventional wisdom column here.
Mark also weighed up three things that investors should keep in mind if they are a targeting an early retirement.
More highlights from Morningstar this week
James Gruber asked if Australia’s big super funds were late to the party in some of the last decade’s top-performing asset classes.
Greggory Warren shared his 5 key takeaways from Berkshire Hathaway’s eventful annual meeting.
Susan Dziubinski pondered what Berkshire without Buffett might look like.
Nathan Zaia weighed up Westpac’s latest result as costs bit into the banking major’s earnings.
This week on Investing Compass
Mark and Shani shared some tips for choosing the right ETF for you and avoiding poorer choices.
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