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. This week, Shani took a dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super.
Shani ran through how it works, why more Aussies are going to be impacted by it than we think and what investors can do to prepare for it. Read the latest edition of Future Focus here.
In her Chart of the week, Shani looked at US equity returns over different presidential cycles.
Shani looked at the most popular tax deductions available to equity investors and weighed up whether private health insurance is worth it.
Shani also explained some of the differences between investing using micro-investing apps and ETFs.
Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.
Joseph published the second in his Stock Showdown series, which compares the business and investment merits of two ASX shares with the help of our analysts.
This time, Joseph compared the ASX toll road companies Transurban and Atlas Arteria. Go here to read it now.
Joseph’s latest Ask the analyst piecelooked at Redox, a family owned ASX company that has posted impressive growth over a long time period.
Our Redox analyst Esther Holloway answered Joseph’s questions on how family ownership has influenced the company’s strategy and where the next leg of growth might come from. Read it here.
Joseph also refreshed his earlier article on David Dreman’s investing strategy, featuring an updated list of 9 ASX shares that might interest contrarians.
If you have a question about any of the stocks or industries in our Australian coverage, please email it to [email protected]. Select questions will be put to the analyst covering the stock and may be published in a future Ask the analyst article.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday. Following on from her previous column on ETF portfolios for beginners, Sim explored the Aussie equity ETF market and compared two investor favourites.
Sim also looked at the most popular individual shares held by SMSFs as of the latest data, and highlighted two that our analysts think are undervalued. Read it here.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday. This week, in the wake of Warren Buffett’s retirement news, Mark highlighted some lessons from the “Oracle of Omaha” that investors might be better off avoiding.
Speaking of investing lessons, Mark shared his top takeaways from Morgan Housel’s best selling book The Psychology of Money.
We also took another look at Mark’s answers to questions that Morningstar readers have about retirement.
More content from Morningstar this week
James Gruber asked whether Australia’s government is spending too much on old people.
Seth Goldstein gave an update on Tesla after a pause in US-China tariffs caused the shares to surge.
Adrian Atkins shared his thoughts on Aurizon after bad weather and lower coal prices threw a spanner into the company’s turnaround. Read it here.
This week on Investing Compass
Mark and Shani discussed how capital gains taxes can affect long-term returns.
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