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The societal upheaval wrought by the pandemic was positive for some sectors and dire for others.

Australian shares are set to fall despite the S&P500 posting its biggest August gain in more than three decades.

Cloud-based protection trends are accelerating, and moaty companies are positioned to reward investors, writes Morningstar's Mark Cash.

Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.

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

Australian shares are set to fall despite record gains on Wall St last week.

Stock splits are a way for companies to increase their overall liquidity.

It pays to be an all-rounder when you’re picking up after others.

The Kiwi carrier will return to profitability from fiscal 2022, says Gareth James.

Products, services, what is what in the world of finance—and how to look out for yourself

Australian shares are set to fall after a mixed night on Wall St, marked by Jerome Powell's rethink on the inflation target.

They dominate the physical space, but online commerce has eroded their competitive edge.

But the BNPL star is overvalued in the eyes of Morningstar's Shaun Ler because it remains a finance company and must be valued like one.\n 

The waste manager’s municipal garbage collection dominance helped offset a fall in commercial activity.

Headline numbers disappoint but results show underlying strength in the financial administrator’s business model, says Morningstar.

Income v capital on shares; Ruthven criticises lockdowns; making vaccines; global equity game plan; capital raising; bond big bang; energy parity.

Australian shares are set to rise after momentum stocks pushed Wall St indices to new highs.

Housing starts should kickstart an earnings recovery in 2021, says Morningstar’s Grant Slade.

Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.—Warren Buffett

Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.—John D. Rockefeller

Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn’t ... pays it.—Albert Einstein

The products or services that have wide, sustainable moats around them are the ones that deliver rewards to investors.—Warren Buffett

In the short run, the market is like a voting machine. But in the long run, the market is like a weighing machine.—Benjamin Graham

Research shows the health sector continues to expand faster than the global economy, writes Arian Neiron.

Australian shares are set to fall after a mixed night on Wall Street, marked by a fall in Apple stock and upbeat news on trade and a vaccine. 

How to align investments with your clients' sustainability preferences.

The plumbing supplies giant’s performance in its Americas segment also helped offset weakness elsewhere, says Grant Slade.

The two assets have responded very differently to the coronavirus crisis, writes John Rekenthaler.

The childcare operator has long-term trends in its favour, says Morningstar’s Gareth James.

Fewer funds are being set up and trustees are demanding more bang for their buck, a new survey shows.

Australian shares are set to climb as optimism over a vaccine boosted all three Wall Street indexes.\n 

Renewed demand in China helped the miner post a record in the amount of iron ore shipped and a healthy dividend.

Another week of ups and downs for Australia's largest listed companies.

A raft of companies have cut their dividends this year, leaving income investors concerned. But Morningstar's Dan Lefkovitz says there are still plenty of options out there.

Morningstar has left its fair value estimate for Australia’s flagship airline unchanged despite the covid turbulence.

Customers confined to their homes have boosted the fortunes of JB Hi-Fi, Kogan and Wesfarmers, writes Nicki Bourlioufas.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 21 August.

Australian shares are set to open lower despite a week of records on Wall Street and upbeat business data.

Selling out too soon hurts but there are ways to ease your grief.

As Apple becomes the first listed company to reach a valuation of $2 trillion, these fund managers say there is more to the US stock market than Google, Facebook and Amazon

The global pallet maker will rebound in fiscal 2023 as the global economy recovers, says Morningstar’s Grant Slade.

Investing with ETFs has become the new normal for many, but it comes with hidden tax burdens, warns Sharesight CEO Doug Morris.

Sanjay Dayal’s plans to make the company the domestic leader in plastics packaging is advancing, says Grant Slade.

Australian shares are set to edge up as record tech gains boosted Wall Street, overshadowing downbeat data over the US recovery.

The supermarket giant is trading on overly ambitious PE ratio, says Johannes Faul.

Australia’s leading funeral home operator is poised to boost its already strong market share, says Morningstar’s Angus Hewitt.

The result was nevertheless solid, says Morningstar’s Mark Taylor, who has left his forecasts unchanged.

The logistics software company remains at a hefty premium to the fair value estimate of Morningstar’s Gareth James.

Keating v Hume; Hamish Douglass uncertainty v optimism; 10 themes for 10 years; poor 106th trade rank; earnings maths don't work; large v small caps.

Australian shares are set for a subdued start following negative leads from Wall Street, which fell on fears over the uncertainty shrouding the US recovery.

The wide-moat hearing implant maker was less affected by coronavirus elective surgery restrictions than analysts expected.

And Morningstar analyst Nicolette Quinn has tempered her forecasts for sales of immunoglobulins.

At long last, asset-price inflation may have finally arrived, writes John Rekenthaler.

The profit fall was bad news but it's no indicator of the long-term picture, says Morningstar's Mark Taylor.

A ban on stamping fees has made a more level playing field between ETFs and LICs, says Morningstar.

Australian shares are poised to fall despite a surge on Wall Street in which the S&P 500 staged one of the most dramatic rallies on record.

The food processor has a stable of household brands but its shift away from dairy exposes it to retail pressure.

The key steel ingredient boosted earnings by about 30 per cent.

DNR Capital's chief investment officer Jamie Nicol profiles some of the top ten holdings in his Australian Equities High Conviction fund. 

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 14 August.

Australian shares are poised to rise after Wall Street again flirted with a record and the tech-heavy Nasdaq surged.

Morningstar's Brian Han explains why he has trimmed his fair value estimate for Australia's dominant telco and the future of its dividend payout.

When covid finally subsides, pent-up demand could explode, and, as history shows, prices could follow, writes John Rekenthaler.

Some companies say retirees need payouts more than ever, while others argue it’s not their job to provide welfare.

Earnings season heats up with mixed results from CBA, Telstra and Woodside Petroleum.

Australian shares are set for a subdued start to the week following a flat end to Wall Street last Friday.

Or how a routine search on the Morningstar stock screener unearthed some intriguing discounts.

Gold has hit a record high and investors have poured billions into gold tracker funds. But should you invest? Probably not.

DNR Capital's Jamie Nicol reveals how his Australian Equities High Conviction fund finds quality businesses that will endure difficult conditions.

Morningstar has cut its fair value estimate for the telco, whose 13pc fall in profit caps a year marked by twin crises.

Morningstar sees reasons for optimism for the no moat-rated winemaker after a challenging fiscal 2020.

Australian shares are set for a subdued start to trading as a bleak forecast from Cisco Systems hobbled Wall Street’s record run.

And its new suite of retail listed products should drive future funds under management, says Morningstar.

The energy producer’s underlying profit was better than expected, says Morningstar’s Mark Taylor.

The toll road operator is tipped to get back to pre-pandemic volumes in 2022, says Morningstar.

COVID-21 COVID-23; the Heady 100; retirement not only super; software stock tips; good and bad SPPs; using home for income; VIX explained.

Australian shares are set to rise after US tech-related stocks led a broad rally in which Wall Street neared pre-pandemic highs.

A 4-step framework to align you portfolio to your goals

Despite its profit drop, Australia’s largest lender is growing its loan book, says Morningstar's Nathan Zaia.

Unrealised investment gains lifted Berkshire's second quarter results, which leave room for investments and acquisitions, says Morningstar analyst Greggory Warren.

Australia's largest online jobseeking site felt the brunt of the pandemic on economic activity and hiring intentions.

Put your money to work if you're looking for financial freedom.

The annuity provider has felt the pain of covid-19 market volatility as investment yields on its defensive assets fall. 

Australian shares are poised for a positive start despite Wall Street losing gains in late trade to close down, ending a winning streak.

Australia’s chief hub has a big margin of safety and seems to be pricing in a delay in borders opening, says Morningstar’s Adam Fleck.

Not only have large companies pulled away from smaller entities, but inequity has risen among the giants themselves, writes John Rekenthaler.

It’ll take three to four years, but companies are poised to rebound, especially those in good health, says Dan Wasiolek.

Morningstar users traded red hot buy now, pay later stocks in July as stock prices gyrated. 

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 7 August.

Australian shares are set to dip at the open after a mixed night on Wall Street in which investors moved further into value stocks.

Learn how to picture your goals so you can better reach them.

Their revenue and earnings are expanding at a faster clip than large caps, writes Nicki Bourlioufas.

Australian stocks are set to rise on Monday, after Wall Street closed mixed on Friday in the wake of encouraging jobs data.

Three stocks that should perhaps be on your radar are trading at compelling discounts.

Results from several large companies reveal how much the coronavirus has changed Australian business.

Performance may be the first thing many people look at when evaluating a fund, but it’s not the most important consideration, writes Karen Wallace.

The company’s revolutionary RECELL system is set to become a standard treatment and boost market share, says Nicolette Quinn.

Australian stocks are set for a slightly weaker open, despite solid rises on Wall Street.

Unibail-Rodamco-Westfield had a tough first half. Its second half is expected to be worse.

The upgrade reflects an ability to generate superior returns by spotting companies with essential assets that are immune to competition.

Pre-COVID, corporate debt was at an all-time high, and at an all-time low-quality level. Now, a lot of that low-grade debt is being downgraded to junk status.

Padley on riskiest reporting ever; why Afterpay keeps running; WFH and offices; 2020 the year of bonds; 5G hype or real; where to for house prices?

Reports of the strategy's demise are greatly exaggerated, says Morningstar's Christine Benz.

Australian shares are set to open higher after gains on Wall Street, including an expected boost for Disney and optimism over a covid aid package.

Some could even benefit as restrictions tighten again, Morningstar's Johannes Faul says.

Investors can take smaller steps to reduce a portfolio’s risk profile without making a sweeping overhaul.

Income streams used to support day to day lives have been upended as formerly reliable dividend generators halt their payouts.

Investors may assume a fund's yield to determine how much income it will pay, but it's not always so simple, warns Morningstar analyst Rajesh Yadav.

Australian stocks are set to slip at the open, even as Wall Street posted gains on optimism about the passage of a US economic aid package.

Lessons and challenges for the cruise ship industry.

A US ban would force users of the Chinese app to other social media whereas a Microsoft acquisition would ease antitrust scrutiny, writes Morningstar’s Ali Mogharabi.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 31 July.

Australian stocks are tipped for a strong start after gains on Wall Street as the tech-heavy Nasdaq hit a record and stimulus boosted sentiment.

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

Merging its three vehicles into a single $15bn fund with two unit classes will benefit investors, the group says.

Fully franked dividends carry tax paid on profits at the company tax rate of 30 per cent and are highly valued by investors—here’s how to calculate franking credits.

Australian stocks are set for a flat start despite a positive lead from Wall Street and ahead of the RBA meeting and the start of earnings season.

Our fixed income exposure analysis tool allows you to dissect funds in multiple ways, offering an eye-opening look under the hood.

It depends on your expectations and timeframe. Look at bonds as being portfolio stabilisers—sources of cash flow you can draw on when your equities are down, says Christine Benz.