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Portfolio switches; FOMO market spell; not 'unprecedented'; known unknowns; four bond options; oil storm to come; aged care advice; media you missed.

Share prices are set to decline when trading begins on Friday after the Australian stock market recorded its best month since 1988.

Worldwide lockdown measures have choked the revenue streams of casinos, travel agents, entertainment providers and airlines.

The rebound in equity markets has been too fast and furious for Morningstar equity analyst Brian Han.

Gregg Warren shares his thoughts on its valuation and more.

Morningstar healthcare strategist Karen Andersen has increased her fair value estimate for the wide moat pharmaceutical company following positive results of remdesivir.

Investors stocked up on bear-themed ETFs and blue chips during a volatile time for markets.

Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing

Shares on the Australian market are set for gains after US stocks surged overnight following promising results for a COVID-19 treatment.

Active management is tougher in some categories than others.

The coronavirus-induced falls in share markets in recent weeks highlight the importance of spreading risk across asset classes, and within them.

What happens when the lockdown ends? The streaming giant may need to get some serious growth in international markets to make up for investor expectations. 

The short-term outlook is subdued but population growth in the longer-term will help boost building supplier Adelaide Brighton and industrial garbo Bingo, says Grant Slade.

The ASX is on track for minor gains but will battle a weak lead from Wall Street, after US investors dumped market-leading stocks for cyclical value ones.

The corona market crash may provide active managers with an overdue opportunity to prove their worth.

The retail recovery will be U-shaped, but Myer and Super Retail Group have some things going for them, says Johannes Faul. 

How memories of market crashes could be clouding your judgment now.

The Australian stock market is tipped for a flat open despite an overnight surge on Wall Street fuelled by the potential easing of some coronavirus restrictions.

The bank remains undervalued and investors should consider the entitlement offer, says Nathan Zaia.

Morningstar Medallists are the outstanding Australian equities fund manager strategies for 2019.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 24 April.

The markets follow patterns. We discuss ways to find your way to the upside of the current environment.

From cannabis funds to artificial intelligence, investors have been piling into thematic investment options. Morningstar research shows where the money is going and why.

It was always going to be a weak result, and wide-moat-rated National Australia Bank reported first-half cash profit down 24%.

Australian shares appear set for gains at the start of the trading week due to a gradual increase in world oil prices.

A foulmouthed salvo from a US comedian taps the frustration among American taxpayers.

Food and beverage behemoths McDonalds, Starbucks and banks JP Morgan, Wells Fargo and Bank of America rank among these undervalued stocks US officials deem "essential". 

Equity funds have been hit hard in the Covid-19 sell-off, but it is those that avoided underperforming commodity-related companies, financials, and property fared the best.

Lockdown exit options; lessons from 11 crises over 148 yrs; band-aid solutions don't work; dividend v capital; makeover time; cry wolf on inflation.

Australian stocks appear set for a flat morning after mixed movements on Wall Street overnight, including news of a failed trial of the virus drug remdesivir.

These utility stocks aren't the cheapest but have solid balance sheets and decent yield potential.

Electric vehicles and power grid storage will bounce back from covid-19 faster than investors expect, driving these undervalued lithium stocks higher from 2021, says Morningstar.

Investor inflows into sustainable funds have soared and several Australian companies get a tick for ESG.

US investor Calvert has dodged a bullet by adhering to environmental, social and governance strategies.

Housing is in the virus doldrums, but Grant Slade sees balance sheet strength among building suppliers.

Not all of these stocks trade in buying range today, but they’re solid watchlist candidates for environmentally focused investors.

Traders on the Australian share market are expected to follow a rally on Wall Street overnight after world oil prices rose.

There are more opportunities than ever to build a ‘responsible’ portfolio of ethical investments without sacrificing returns.\n 

Amid such a painful downturn and the ensuing demand shock, it's crucial to consider companies that are in sound financial health, says Dave Meats.

How religious conviction and changing public sentiment led to the rise of investing for values in the United States and what companies have done to keep up.

Trade on the Australian share market is likely to be marred by more losses in oil prices, as demand plunges due to the coronavirus pandemic.

Gold can be a useful insurance policy for investment portfolios, says Morningstar analyst Kenneth Lamont, but it's not perfect

Fresh water prices are set to rise, and Ecolab is helping companies conserve the precious commodity and save money in the process.

These companies spanning the commodities, retail, financial and industrial sectors are probably best avoided amid current volatility.

The consensus position for several years has been to favour credit risk, to varying degrees, and this came unstuck.

The Australian share market is expected to follow Wall Street lower after US crude oil futures turned negative for the first time amid a coronavirus-induced supply glut.

The regularity of market crashes is a reminder that patience is key to investing in equity markets.

Companies that have carved out solid, and in some cases growing, competitive advantages will thrive even despite the coronavirus upheaval.

Will energy majors bounce back from the coronavirus-induced turmoil? You bet they will, says Mark Taylor and here are the names to watch.

For the first time in history, WTI crude slipped into negative territory, because of vanished demand and a storage crunch.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 17 April.

The Australian share market is tipped for a subdued start to the week as investors brace for an insight to just how hard the coronavirus has hit the local economy.

You are what you quarantine: the global shutdown has boosted the fortunes of online delivery services and fast food makers.

Big discounts shouldn't be the deciding factor when considering the many rights issues flooding the Australian share market, says Morningstar's Peter Warnes.

A fortress balance sheet is crucial if companies are to withstand near-term shocks.

Only 17pc say market bottomed; UK expert on magic money, where to from here? Super's $20K access and new policies; shareholders go last; life changes.

The Australian share market is expected to eke out early gains after tech giants Amazon and Netflix helped Wall Street higher amid new shutdown orders.

Knowing what a company’s long-term debt situation looks like is crucial to determining its appeal as an investment.

These companies are among those considered essential services and benefit from solid consumer goods demand as much of the world sits in self-isolation.

Investors are right to be questioning bonds' role in their portfolios, but they still serve a useful purpose for many.

The pandemic-lead economic downturn has spooked already cautious millennial investors – but anecdotal evidence suggests that many are sticking to their investment objectives and goals

The curtain has temporarily come down on the cinema giant, but a diverse bag of assets and a strong balance sheet will help, says Brian Han.

Markets do crash more frequently than our recency-biased minds care to remember—but they also recover.

Australian shares are tipped for sharp early losses as global equities sour and a likely bleak March unemployment figure looms.

The casino giants are traversing the valley of doom, but Brian Han sees an eventual way out. 

Knowing how to interpret a company's financial statements is key to understanding how it is performing and whether it is good value.

It's a case of how much, not if, banks will cut dividends this year but some are calling for capital raising measures to provide more certainty.

The ASX is tipped to edge higher after a strong overnight session on Wall St, where investors were buoyed by signs coronavirus lockdown measures could ease.

We examine how this sector handled the market turmoil and what to expect

As stock markets fall, investors should resist the urge to panic. Analysis of performance after the financial crisis shows how Australian equity funds bounced back.

Aman Ramrakha, Head of Manager Research discusses the Impact of Coronavirus on the markets.

Do listed investment companies still have a place in your portfolio, as the debate about how investors pay for these products continues to surge.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 10 April.

China A-shares are outperforming and rising wealth and living standards mean the country is moving rapidly to higher value goods and services.

The outlook for Australian stocks remains uncertain after a mixed session on Wall Street, where investors turned their attention to a likely bleak first-quarter reporting season.

The video-calling app is feeling the side-effects of covid-19 and while there is a treatment in the pipeline life may never be the same.

The bear market that arrived in silence.

High and low are meaningless without a reference point.

Hamish Douglass outlook, Bill Gates on lost time, survey on your views, simple covid maths, repay one trillion, new taxes, hybrids, is this different?

John Likos from BondAdviser presents on Hybrids behaviour in a distressed market.

Alternative strategies and bond funds were the only funds that managed to eke out positive returns in the market sell-off.

Investors' current concerns are justified, but vast long-term opportunities remain in this significantly undervalued sector.

The list of businesses knocked by coronavirus is long, but some including Telstra may emerge stronger than before.

Christine Benz and Karen Andersen discuss Morningstar's latest views on stopping the spread of the virus as well as the economic implications.

The Australian sharemarket is set for an early boost after US stocks were buoyed by hopes the coronavirus outbreak has reached a peak. 

The recent tumult illustrates the importance of using your time horizon to guide what kinds of bond funds to hold--or whether to hold them at all.

Morningstar analysts consider these names to be trading at meaningful discounts following the market rout.

The extent of any cut will hinge on the state of earnings, says Morningstar’s Nathan Zaia

If you can keep your head while all others around you are losing theirs, you might be among the investors at robo advisory Six Park.

The Australian share market is expected to slide at the open after Wall Street shed its early gains on a steepening oil price decline.

A dramatic spike in bond yields since coronavirus hit reflects fears highly indebted companies won't survive, writes Anthony Fensom.

The teleconferencing platform has had a surge in users, but the freemium model is not without risks—some more embarrassing than others.

Some utility stocks have already seen share price declines of up to 40 per cent and more falls may yet lie ahead, but some are better than others.

The Australian sharemarket is tipped to continue its strong start to the week after global equities were encouraged by early signs the coronavirus death toll is slowing.

The short-term may be scary but the major banks' long-term outlook will withstand the shock, says Morningstar's Nathan Zaia.

Retail and energy companies rank among Morningstar's sector picks, despite seeing some of the sharpest falls since coronavirus hit.

Payouts are tipped to fall as much as they did in the global financial crisis, but they may rebound faster.

Going 'all in' and investing a lump sum rather than drip-feeding money into your portfolio usually provides a better return, says Morningstar's Tom Lauricella.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 3 April.

The Australian share market is tipped to rise but economists remain wary of the coronavirus volatility that ensured global equities ended the week on a sour note.

Part 2 of the Morningstar guide to investing for women provides practical advice to make your money work harder for you.

Women are less likely to invest than men, and when they do, they invest later in life, are beset by jargon and often receive inadequate advice.

Take a break from the corona updates and use your time to see where discounts have emerged.

Shares in childcare providers have rocketed higher after the government announced a $1.6 billion plan to provide free childcare to working parents during the COVID-19 crisis.

Christine Benz explains why now isn't the time for grand gestures with your investments; instead, take a light touch to them.

Your no-nonsense guide to understanding downmarket jargon like volatility, bear market, and recession.

A wild week for the Australian sharemarket is set to continue with the local bourse tipped to copy Wall Street's oil-fuelled overnight surge.

The unprecedented disruption coronavirus has unleashed on our daily lives also brings opportunity, says Morningstar's Steve Wendel.

The buy now, pay later sector has had a spectacular run but the covid-19 crisis will test its ability to navigate a downturn.

Latest blow to income seekers as UK's biggest banks forced by regulators to cancel 2019 and 2020 dividends.

Get the full effect of diversification by considering the correlation of your assets with these tips from Morningstar's Director of Investment Research, Ian Tam

Shane Oliver on funding $200bn; Howard Marks changes his call; 4 stages of a bear; COVID snap back; emergency plans and portfolios; SMSF watch; tech.

The Australian share market is poised to lurch back into the red after US stocks were hammered overnight on warnings of a mounting coronavirus death toll.

Hedging may help further protect against a fluctuating dollar if you're buying currency to help ride out market volatility. 

The corona crackdown is robbing malls of their customers and that is putting pressure on their outlook.

Retail and energy companies rank among Morningstar's sector picks, despite seeing some of the sharpest falls since coronavirus hit.

A COVID-19 recession doesn't fit the mould of a 2008-style recession with longer-lasting economic impact.

Will there be a second wave? Can we avoid another shutdown? Could a treatment be used to prevent disease? Morningstar strategists respond.