This week’s best investing insights
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Our top investing insights from this week.
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Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday.
Tax effective investments usually provide a much larger benefit than the 1-2% that many professional investors fight for to beat the market. Shani shares the most surprising tax rules in 2025 - 2026 with the help of Adrian Raftery aka Mr Taxman.
With multiple calls of an overvalued market, Shani does a deep dive into the Nifty Fifty crash for new investors who might not be familiar with the event and its implications.
Insurance is a necessary evil of a holistic financial plan. Shani looks at the three best ways to protect yourself in should I have insurance in super.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday.
With markets near all-time highs, Sim discussed whether we should revisit our return expectations for Aussies equities and why passive ETFs might be setting investors up to fail.
Small caps have enjoyed a triumphant run up on the ASX this year. But is this another momentary rebound or does it signal a genuine shift in market dynamics in favour of the size factor. Read about it in are small caps finally back?
For Chart of the week, Sim shared valuation insights from our latest Industry Pulse on Australian Banks.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday.
This week, Mark (inspired by the lines outside ABC Bullion), shared his thoughts on whether speculation has run rampant with gold and crypto.
More highlights from Morningstar this week
Samantha Lamas discussed what to do during the latest market rebound.
Ibrahim Guled-Warfield looked at a silver rated ETF for investors worried about concentrated markets.
James Gruber weighed up expert opinions on Jim Chalmers’ super tax backdown and also discussed what he is doing with his gold allocation.
This week on Investing Compass
In this episode, Mark and Shani were joined by Bianca Rose, Senior Portfolio Manager at Morningstar Investment Management to discuss how we forecast returns for asset classes and how this fits into your investment strategy and portfolio construction process.
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