Morningstar Site Map

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

Morningstar experts share the lessons they learned in an unprecedented year.

The pandemic, the fight for racial justice, and the presidential election show the importance of weighing in with capital to create positive societal change, writes Jon Hale.

If the speculation is removed, is there anything left?

The virus brought oppression and opportunity and changed the way we live our lives.\n 

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

Business memoir, psychology, artificial intelligence and robotics, Australian history, and of course straight-up investing occupied our minds over the summer.

Sometimes, a business decides that its fortunes may diverge from those of its customers, writes John Rekenthaler.

Do any of 2020’s top performers have gas left in the tank for 2021?

Australian shares are set to follow Wall Street higher as hopes of a recovery firm amid better job news and a pending stimulus deal.

Morningstar’s Global Risk Model reveals how the investment giant’s equity holdings stack up on 11 measures of risk.\n 

On the sidelines of the Morningstar Individual Investor Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain - and lose.

Music streaming companies have seen stellar growth in user numbers. We ask Morningstar equity analyst Neil Macker if the trend can continue.

The impact of the pandemic on electronic payment providers has been far from even, writes Morningstar analyst Brett Horn.

While Canada and Europe are key market participants, all eyes are on the US marijuana’s market, writes Vikram Barhat.

If you have not begun to save for retirement, you are either too young or not motivated, writes Larissa Fernand.\n 

Australian shares are set to rise despite a mixed night on Wall St as a new strain of covid offset enthusiasm over a pandemic relief bill.

If your idea of investing is something akin to Gordan Gekko screaming about Yen futures into two phones than nothing written below is going to appeal to you. As long-term investors we know that doing nothing is almost always the best course of action. Fo

These six steps tackle a lot of jobs: refilling cash, rebalancing and tax planning.

Its technology has the potential to change the world, but investing carries great uncertainty, says David Whiston.

Australian shares are set to fall following losses on Wall Street as investors baulked at news of a new strain of covid-19.

Fifteen non-anonymous FinTwit influencers across the globe reveal to Larissa Fernand the lesson they learned in a year like no other.

While it stands as the largest addition in the index's history, this likely won't impact everyday investors all that much. 

At the end of a difficult year for many emerging economies, we look at the prospects for countries such as Brazil, Russia and Taiwan.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 18 December.

Australian shares are set to follow Wall Street lower as uncertainty over a covid stimulus deal dimmed investor sentiment.

Paying off debt and salary-sacrificing are among measures that can help, writes Nicki Bourlioufas.

Investors bet on a rebound in global travel and also sought to get in on the run in ‘everything-from-home’ stocks.

And what if the Middle Kingdom is laying a trap for producers of our key export?\n 

Will there be opportunities to deploy cash in the new year? Will there be a reprieve from covid? And what will the incoming Biden administration mean for markets?

A few shares in a high-yielding stock or a financial book may be the gift that keeps on giving.

Companies that specialise in solar, building efficiency and renewables underpin Aviva Investors' Climate Transition Global Equity Fund, says Jaime Ramos Martin.

These stock launches took on the pandemic, raised billions and brought some of the most exciting new opportunities

Australian shares are set to open flat despite records on Wall St as mounting confidence over a stimulus bill buoyed investors.

Infrastructure, healthcare, building supplies, and job-seeking sites are worth a look in the new year, say local asset managers.

With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season, writes Dave Sekera.

The help came from an unexpected source.

The pandemic has highlighted the importance of having a liquid reserve as a part of your financial plan, writes Larissa Fernand.

EOY ebook: 20 interviews in 2020; ETFs as $100bn looms; IPO a-go-go; 5 reasons to aim small; wrong super policies; 2021 outlook; fix your estate.

Australian shares are set to rise after record gains on the tech-heavy Nasdaq as investors cheered economic stimulus and pledge of lower rates for longer.

Why does liquidity matter to investors, and how can it affect your returns? Morningstar equities director Tom Whitelaw explains.

Substandard portfolio disclosures should be a concern for all industry participants, a Morningstar study argues.

Morningstar analysts say these stocks are overvalued, have no moat and have a high or very high uncertainty rating - no wonder they're on Santa's naughty list.

Australian shares are set to follow Wall St higher as optimism over stimulus and monetary policy buoyed investors. 

It was a rough year for some of Australia’s biggest companies as covid a toll and low rates inflated asset prices.

Twenty years ago, three of the five largest US stock funds were actively managed. Now, none are. With Vanguard Total Stock hitting $1 trillion in assets, we looked back at how the landscape among the largest funds has changed.

China bounced back strongly from the covid-19 crisis. Now, what next?

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 11 December.

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

Governance and social risks overshadow the excitement over the online property portal website's IPO, some observers warn.

Australian shares are set to fall at the open as Wall Street faded overnight despite the launch of a covid-19 vaccine campaign.

Learn what we look for when rating a company.

The plasma giant remains overvalued, according to Morningstar.

Morningstar's new approach unpacks the environmental, social and governance risks that companies face.

Morningstar's regional director of equity research discusses the latest Best Stock Ideas report.

Investors should resist booking an investment in this advantaged travel operator, says Morningstar analyst Dan Wasiolek.

And Morningstar analysts say Australian names such as CSL and ResMed are set to benefit, writes Nicki Bourlioufas.

Australian shares are set to open flat following a mixed end to the week on Wall St amid ongoing uncertainty over stimulus.

Despite the Federal Trade Commission and 47 states filing separate antitrust suits, we are maintaining our fair value.

Australian shares are set to rise despite a mixed night on Wall Street following a rise in US unemployment.

The Retirement Income Review demonstrated limited understanding of the risks faced by self-funded retirees implementing rational human behaviour. Spending to qualify for the age pension is not a solution.

The easing of restrictions will allow pent-up demand for travel to flow through 2022, says Angus Hewitt.

Despite medium-term hurdles, AGL and Origin look attractive if you’re patient, says Morningstar's Adrian Atkins.\n 

The US food delivery service made quite a market debut.

Industrial companies typically generate better cash flows and can offer a steady income stream, says the IML founder.

Investing trends for 2021; why emerging markets now; performance test fail; change to SG; companies control boards; do we rely on China?

The Morningstar gold-rated fund seeks to ensure it can continue to outperform.

Australian shares are set to rise despite a weak lead from Wall Street as a stimulus stalemate and a fall in Facebook shares hurt investor sentiment.

The lofty valuations of Tesla and Afterpay typify the effervescence and speculation in the market, says the IML founder.

Many listed investment companies are trading well outside their NTA and that’s upsetting investors, writes Anthony Fensom.

Morningstar's Mat Hodge and Lex Hall talk to the CEO of the independent producer and exporter about the company's fortunes and its future.

Australian shares are set to rise following record gains on Wall St as upbeat vaccine news buoyed investors.

Car makers may not be an obvious investment choice for ESG-conscious investors, but Morningstar analyst Tancrede Fulop says some of the largest companies score highly in some measures such as safety and human capital.

Like any other investment, you need to know what you own and why.

Morningstar’s Dave Sekera examines which sectors are poised for a comeback when consumer behaviour normalises.

Clean energy is definitely in, and oil is out... but far from dead.

Janus Henderson's Matt Peron considers how the relationship between the US and China will evolve under a President Biden.

But it’s what happens once the subsidies are wound back that is concerning, writes Nicki Bourlioufas.

Investors are increasingly considering how sustainable investing may play a part in their portfolios. Here’s a checklist for those looking for help.

Australian shares are set to dip despite strong gains on Wall St as investors piled into growth stocks, pushing the Nasdaq to a record.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 4 December.

Australian shares are set for a strong opening as Wall St hit new highs on Friday amid hope poor jobs data will spur covid relief efforts.

Administration costs can rise for complexity, especially owning property in an SMSF, but fees are highly competitive from a wide range of service providers. The break-even cost is less than previously reported.

Not so fast. Risks remain, including high unemployment, negative bond yields and frothy stock prices—and don’t forget covid.

Markets around the world have been on the road to recovery after suffering the devastating effects of the coronavirus pandemic in the first quarter.

Treasury Wine Estates remains an undervalued stock in spite of China's demand-destroying tariff on Australian wine. Morningstar director of equity research Adam Fleck explains why.

And do any other assets currently compare?

Hamish Douglass on tech and post-COVID; costs of SMSFs; outsourcing investing; living longer; quality ETFs; Review pushes SKIing; are zombies real?

Australian shares are set to fall after a late sell-off in New York pushed the S&P 500 into negative territory.

The Australian exchange-traded product industry has jumped by almost 30pc to a record $73.6bn, writes Van Eck’s Arian Neiron.

These java juggernauts are brewing up plans to capture the return of commuters and their morning coffees

The already tech-heavy S&P 500 index just got a new tech addition as Tesla accelerates straight into the US stock market's top 10.

Technology means that even in lockdown, people can continue dating and meeting new people. Can dating apps lead to an investment opportunity as well as a love match? 

We're at an inflection point in ESG investing, says Sustainalytics founder Michael Jantzi. Here's why. 

Australian shares are set to rise despite a mixed night on Wall Street amid optimism on the vaccine front and a boost in the iron ore price.

High margins, solid balance sheets and rewards for shareholders are on offer, says Clime Asset Management.

Meanwhile, wide-moat Salesforce reported strong results, including meaningful upside to both revenue and non-GAAP EPS, while guidance for the fourth quarter was mixed.

The travel retailer has taken off since early last month as border restrictions ease and demand picks up.

Australian shares are set to climb following a record on Wall St as optimism over a recovery and strong data from China buoyed investors.

SG Hiscock is tilting its portfolio to capture the shift and that includes a more generous weighting to local lenders.

We think these holdings are bargains.

The trick is to avoid ending up in your twilight years with too much money that you wished you’d enjoyed earlier, writes Anthony Fensom.

Beaten-down travel stocks and BNPL providers featured heavily, says nabtrade’s Gemma Dale.