Morningstar Site Map

These Morningstar-rated funds with Australian domiciles have the highest rates of exposure to Facebook shares within our coverage universe, and all but one of them hold medal ratings.

Contrary to much of the rhetoric, investors can still find plenty of upside in stocks if they look hard enough, according to T. Rowe Price association portfolio manager, Hari Balkrishna.

The tax efficiency of exchange-traded funds shouldn't be confused with tax immunity, as Ben Johnson from Morningstar in Chicago explains.

Further interest rate increases from central banks could be destabilising for fixed income managers, but most are positioned for this, as explained in Morningstar's March edition of Australian Fixed Interest Sector Wrap.

Industrial, technology and consumer are favoured sectors over the medium-term for Calvert Research and Management, which also holds strong convictions about firearm manufacturers and related companies.

With growing recognition of environmental and sustainability principles among investors worldwide, more strategies are emerging and ESG fund flows are increasing.

Australian shares have closed higher led by the big miners following strong overnight leads from Wall Street as fears of a trade war between the US and China receded.

In an environment of rising interest rates and increasing market volatility, the role of multi-asset investing is evolving, says Nikko Asset Management's Tanuj Dutt.

Adam Fleck, our Director of Equity Research in Australia, looks at the potential impact of the proposed coporate tax cut on our fair value estimate of Australian equities 

ESG principles are increasingly important to companies in heading off potential risks and differentiating themselves, says Calvert Research & Management's John Streur.

Active exchange-traded products were the fastest growing segment in another record-beating year for index trackers in 2017.

Even most successful funds will underperform over certain time periods. Most people aren't cut out for this and therefore should use index funds, writes Jeffrey Ptak.

Suggestions on generating retirement income; the pros and cons of holding cash as an investment; and Peter Warnes' view on the recent proposal for more superannuation meddling ranked among our most-read topics last week.

With two broad schools of thought on investment forecasting--espousing an "inside view" versus an "outside view"--Ben Johnson from Morningstar's Chicago office explains which approach is more successful and why.

As market volatility continues to build, there are various methods investors can deploy to protect portfolios.

US Federal Reserve chair Jerome Powell's announcement of a 25-basis point interest rate rise overnight was largely anticipated, though the pace and number of further shifts remain uncertain.

When it comes to politicians tinkering with superannuation, 'meddle at your peril', Morningstar's Peter Warnes cautions.

What investors can expect from Morningstar's roll-out of its star rating methodology across Australian and New Zealand stocks, as explained by the regional director of equity research, Adam Fleck.

Emerging markets may have risen in value significantly over the past two years, but we're only just getting started, says Neptune's Ewan Thompson.

JP Morgan's Omar Negyal highlights three emerging market equities paying a attractive dividends.

Some simple tips and strategies can help maintain your pursuit of financial goals and avoid common traps. 

With four main cash-based options for investors, these are some of the pros and cons of increasing cash allocations within your portfolio.

Japanese stocks look attractive relative to global equities, and fund investors are buying into the story according to Morningstar Direct data.

These different cash-flow generating strategies each have their merits and pitfalls, as explained by Christine Benz from Morningstar in Chicago.

The share price decline of the social media giant hasn't left it attractively priced.

Opposition Leader Bill Shorten's proposed change to dividend imputation refunds stirred reader interest last week, with articles on this topic among our most read, along with Donald Trump's tariffs; the outcome of a global dividend study.

Sudden shifts in bond markets are inevitable from time to time, but government bonds can offer protection from falling equity markets.

How research-enhanced index strategies combine advantages of traditional passive funds with some of the benefits enjoyed by active fund investors.

In order to better support the increasingly global outlook of our local investors, we’ll be adopting Morningstar’s global 5-star rating system for stocks

US jobs, payroll data as Jerome's first FOMC meeting approaches; and battle lines form in Australia as super meddling potentially enters a new phase.

A study conducted using Morningstar's Active/Passive Barometer highlights the danger of trying to time exposure between active and passive funds.

Every sector except telecoms saw growth in dividend payouts last year--and one local bank ranked just outside the top 10, according to a global study.

Various industry groups have voiced strong opinions on the proposed removal of cash refunds for excess dividend imputation credits, an idea floated this week by the Australian Labor Party.

These global companies possess the right attributes for long-term investors, according to BMO Pyrford's CEO and chief investment officer, Tony Cousins.

Battle lines have formed over the Australian Labor Party's proposed changes to dividend imputation, with opponents dubbing it the latest front in a class war and an unfairly targeted attack on retirees. 

Chinese corporates are confident and see no hard-landing on the horizon, according to a global analyst survey from fund manager Fidelity International.

US President Donald Trump has proposed trade tariffs on aluminium and steel. What do they mean for global stock markets?

How this fund manager identifies quality companies in emerging markets, and why it views Australia's investment climate more favourably than other markets.

Using cash within your portfolio; the most appropriate asset classes for retiree investors; what Buffett would do; and the enduring appeal of Goldilocks markets--just some of the topics covered in our most-read recent articles.

While it's easy to assume the goldilocks environment of 2017 will continue this year, investors should start preparing for risks.

With February’s market drop still fresh in investors’ mind, the good news is that the Australian dollar could help protect local portfolios against a correction in offshore equity markets by providing a natural hedge against an equities sell-off.

Have we witnessed the first shot in a global trade war? Is inflation disproportionately hitting retirees?

Morningstar associate director of manager research Alex Prineas explains some of the complexities facing ETF investors.

Morningstar's Kunal Kotwal explains how we choose our Fund Manager of the Year.

It’s no stretch of imagination to say that Miller follows an eclectic value investing strategy.

The president who touts his ability to make stocks rise, does one of the few things that a president can do to make them fall.

Tom Russo is an investing guru whose investment philosophy is based upon return on invested capital with a strong focus on global brands.

How should you decide on the appropriate level of cash to hold? We believe there are several points an investor should consider

The great global bond boom has ended with a bang, after shock US inflation data sent bond yields surging and stocks diving

Margin lending was all the rage leading up to the GFC, but their popularity with investors has declined dramatically.

The combination of lukewarm demand for bonds and pressure-cooker labour market conditions could be an unpalatable cocktail which releases tethered, impatient bond bears.

In this edition of How We Invest Your Money, Western Asset Management's Anthony Kirkham shares his outlook for Australian credit markets.