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Investors should tread carefully when connecting market performance with economic growth, according to Daniel Sotiroff from Morningstar in Chicago.

The Australian Securities Exchange is seeing a boom in local listings of companies valued at less than $100 million, according to research compiled by HLB Mann Judd.

Investors are steering away from safe stocks and are turning to more glamorous options such as tech and lithium stocks which are centred around innovation, Bennelong Asset Equity Partners says.

Inflation remains below the Reserve Bank's target, despite a spike in fuel and tobacco contributing to a 0.6 per cent rise in the December quarter.

The head of Sirtex Medical says he is not surprised US suitor Varian Medical offered a 49 per cent share price premium in its $1.6 billion takeover offer for the Australian cancer treatment developer.

US corporate tax cuts and slow-burning European economic growth feed BlackRock iShares' bullishness on this third market--and equities in general, explains Alex Zaika.

Oil and gas producer and explorer AWE has given suitor Mineral Resources three business days to match a superior proposal lobbed by Japanese firm Mitsui & Co.

Shares in Village Roadshow have plunged by more than 10 per cent after the company warned its first half results will be "substantially below" the previous first half.

Origin Energy's half-year oil and gas production rose 12 per cent, while revenue grew 40 per cent.

Smaller companies dominated the IPOs market in 2017, driving the number of new listings to its highest level in over a decade, a new report says.

Treasury Wine Estates has lifted first-half profit 37.4 per cent to $187.2 million and is targeting "accelerated growth" for the next two years and beyond.

A recent Morningstar study reveals that the presence of economic moats is increasing among the world's largest firms.

Australian-based liver cancer treatment developer Sirtex Medical has agreed to a $1.6 billion takeover offer from US company Varian.

The International Monetary Fund has predicted India will drive global growth in 2018, and Prime Minister Modi has made bold promises. What does it mean for investors?

While the automotive sector is somewhat unloved by investors, these four companies--two local and two global--show there are opportunities out there.

With machine learning and artificial intelligence set to potentially affect almost every industry, a few sectors in particular could see significant disruption, creating new investment opportunities.

Fortescue Metals shipped less iron ore in the December quarter, while also continuing to lower its production costs.

Navitas's first-half profit has slumped by more than 50 per cent, hit by the previously announced closure of some colleges and a decline in government-backed language training contracts.

Consumer confidence is up again--possibly with some help from the cancellation of a planned rail strike in Sydney--and showing encouraging signs of building momentum.

With many contrarian investors now bullish on the outlook for oil companies, we run down the investment case and pick out a few stocks and funds to play the sector.

Newcrest Mining has posted a 17.2 per cent increase in gold production in the December quarter, driven by increased production at four of its mines.

Gold miner Evolution says it is on track to "comfortably" meet its full-year guidance, despite a fall in gold production in the December quarter after it sold a mine in Western Australia.

Alex Zaika explains what goes into building an exchange-traded fund, and some of the different variables investors need to consider.

Board members are receptive to BlackRock boss Larry Fink's message on responsible investing, says Morningstar's Chicago-based John Rekenthaler.

Matt Comyn has spent most of his near 20-year banking career at CBA and has led the retail unit, which accounts for half of CBA's multi-million-dollar annual profit, since 2012.

Oil and gas explorer and producer AWE has received a third takeover proposal, this time from Mitsui and Co, which has pushed AWE shares up by nearly 16 per cent.

Casinos operator Crown Resorts has completed the sale of its interest in land in Las Vegas on which the company had once intended to build a casino.

Visitors to Morningstar.com.au last week were most hungry for articles on Australian listed companies, exchange-traded funds and educational tips for investing and managing money.

Commonwealth Bank has promoted retail banking chief Matt Comyn to replace Ian Narev as chief executive and "rebuild trust" in Australia's largest lender.

Particularly for empty-nesters with a paid-off mortgage, the following tips can help overcome some common pitfalls, according to wealth management specialist Jonathan Philpot.

Australian Pharmaceutical Industries says the time is right to seek health and beauty acquisitions that build on its retail operations such as Priceline Pharmacy and Soul Pattinson chemists.

March's US inflation figures could upset stock markets, says State Street economist Michael Metcalfe, with prices on the rise.

Gold miner Northern Star Resources expects to meet its full year sales target despite a fall in December quarter gold sales.

Medibank and NIB will increase private health insurance premiums by slightly less than the federal government's approved rate in the latest round of rate hikes.

Jeff Bezos’ behemoth will continue to dominate retail news in 2018, but the short-term impact on these retailers will be muted, says Morningstar’s Johannes Faul.

Financial advisers at the big banks have been found to be biased towards their employer's products, which in some cases has left their customers worse off.

The US$1.5 trillion US tax overhaul has several implications for international investors, including those in Australian stocks.

Until Canberra gets serious about national economic issues, the country is likely to remain in the global backwater and its financial markets will underperform.

Healthcare holds broad investor appeal, with its diverse array of companies occupying different niches, global reach, and the ageing population all supportive of the sector. 

Until Canberra gets serious about national economic issues, the country is likely to remain in the global backwater and its financial markets will underperform.

Can Asia's economic tiger save the cycle, or will its soaring debt bring the world's economy down?

Oil and gas producer Santos has lifted full-year revenue 20 per cent to $US3.1 billion ($A3.88 billion), with higher prices offsetting falls in production and sales volume.

QBE has flagged a full-year loss of about $US1.2 billion on almost $US1 billion of one-off costs and blowouts associated with wildfires in California and Hurricane Maria in the Caribbean.

Investors Mutual senior equities analyst and portfolio manager, Daniel Moore, names some of his team’s favoured healthcare stocks.

ResMed shares have jumped more than eight per cent after the respiratory device maker lifted second-quarter sales revenue 13 per cent to $US601.3 million.

Some of the world’s largest companies and their investors are realising the connection between ESG principles and financial performance, says Jon Hale from Morningstar, Chicago.

After a record breaking year, it is worthwhile reflecting on what lessons we can learn from 2017, Schroders' Simon Stevenson says.

Any differences between male and female risk tolerance must be considered in financial planning, so investments meet the needs of each partner in the couple.

Every investor's New Year Resolution should be to look at their portfolio and understand the risks they are taking, Fidelity's Tom Stevenson says.

Electronics retailer JB Hi-Fi has been ranked among the top 250 retailers in the world for the first time.

With few exceptions, mined commodity and miner share prices are overvalued, propped up unsustainably by Chinese stimulus, according to Morningstar analysts.

With plenty for investors to fret about in global markets, there are steps that can be taken to manage increased risk and volatility.

Following a simple practice known as dollar-cost averaging to buy shares, investors can devote money to the share market without trying to time highs and lows. 

A healthy mix of features on stocks, funds, fixed-income and shifting superannuation regulations featured in our subscribers' top-10 reads of last week.

While most academic literature suggests value stocks always beat growth stocks over the long run, recent market behaviour has left many investors wondering when value’s resurgence will come, writes Dan Lefkovitz from Morningstar, Chicago.

SYDNEY - [AAP] The Australian share market has closed lower, with the materials sector heavily sold down on shifting commodity prices and expectations of a correction.

To help ride out global credit market volatility, this trio of global bond funds have quite distinct characteristics but are each highly regarded by Morningstar's manager research team.

Runaway U.S. equity markets should bring the U.S. Federal Reserve and its new chairman Jerome Powell into the picture earlier than previously thought, Morningstar's Peter Warnes says.

How this fund manager measures the value and quality of its underlying assets--and it isn't all about PE ratios, says Daniel Moore, portfolio manager, Investors Mutual.

The role of superannuation solely as an investment vehicle to fund retirement is a core underpinning of the structure, but one that is continually being challenged.

Some of the biggest names in global technology are significantly overvalued, but cloud computing and M&A activity are creating investment opportunities, writes Brian Colello from Morningstar, Chicago.

Multi-asset strategies may make more sense than ever amid ongoing volatility, and these are some of the preferred areas for Morningstar Investment Management's senior portfolio manager, Brad Bugg.

Morningstar's director of equity and credit research, John Likos, explains Australian investor implications of higher global yields and shifting economic expectations in the US and Europe.

For investors wondering whether to reduce their positions in Australian housing-linked stocks, Morningstar analysts have parsed the topic in detail.

Forming good investment habits and breaking bad ones can be difficult, but the following mental tweaks may help you move in the right direction.

In the ongoing low interest rate environment, income investors face challenges finding high-quality sources of dividends, but the following list may help.

Investor interest in listed investment companies (LICs) as a sector has grown considerably in recent times, with some 20 new LICs focused on Australian equities having launched in Australia since 2013.

Despite monetary and fiscal policy adjustments, bond markets remained steady for 2017, providing a subtle encore to the prior year’s risk-on fervor.

These companies are trading at a discount to their fair value estimate--one by as much as 20 per cent--and so carry accumulate ratings, according to Morningstar analysts.

Morningstar views this fund as one of the best ways investors can access quality small-cap companies.

As we hit the mid-point of January 2018, we look at the top-performing articles on Morningstar.com.au. 

The transformational effect of the internet, the transition away from cash transactions and ageing populations are among trends Janus Henderson’s global equities team is watching this year.

Proceed with caution in 2018, despite the seemingly-unstoppable economic and market growth, Morningstar's Peter Warnes says.

Jon Hale says climate risk, asset manager engagement, and growing advisor interest will be key issues in the coming year.

This New Zealand utility is a top pick in the sector, but as a dual-listed entity there are some things to be aware of, says Morningstar senior equity analyst, Adrian Atkins.

The Federal Government’s decision to allow exports of medicinal cannabis products prompted an early investor rush on ASX-listed Australian medicinal cannabis producers.

Our monthly wrap of investing news and analysis published on Morningstar.com.au.

The confidence of professional investors declined at the end of 2018, according to a global study of investor sentiment conducted by asset management firm State Street Global Exchange.

Recent legislation changes to allowable tax deductions may have implications for trustees with investment property in their self-managed super fund, writes Elizabeth Wang.

What are the risks facing emerging markets this year? And will investors who venture in be rewarded? We reveal the funds to add to your portfolio.

Insights on the Australian interest rate outlook, US tax reform, and winners and losers in fixed income featured in Morningstar's Australian Credit Monthly for December 2017.

The US tech sector is overvalued, but there are investment opportunities in retail stocks unfairly punished by the market, writes Brian Colello.

SYDNEY - [AAP] Australian shares have closed higher on broad-based gains, led by banking stocks and a materials sector boosted by rising commodity prices.

These five companies spanning a range of sectors are tipped to provide good earnings growth over 2018 and beyond, according to Morningstar analysts.

SYDNEY - [AAP] Australian shares have closed higher as surging iron ore and coking coal prices helped lift energy and mining sectors.

In the year ahead, investors are particularly hungry for insights and information on equities, exchange-traded funds, managed funds and portfolio asset allocation, according to a recent survey of high-net worth investors.

Patience is its own reward. But patience also rewards investors.

Investors weighing the merits of traditional retailers in the face of Amazon's rise should consider the disruptive effect of e-commerce isn't all-encompassing, according to Magellan's Michael Collins.

The perceived safety from leaving your long-term savings in the bank is fraught with the risk of your purchasing power being slowly eroded over time.

While Australian companies in the mining and materials sectors were among the best performers in the ASX200 index at the end of 2017, that's not the full story.

These sectors and companies are tipped to perform in 2018, in part driven by the shifting relationship between Australia and China -- Part 2 of 2

With 2017 a strong year of growth for exchange-traded funds and other products, we look at which were the hottest funds of the year and what this could mean into 2018.