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Articles
markets
Ripping off the reporting season band-aid
Brace for ugly numbers and some creative accounting as companies share their first post-covid results.
markets
US quarterly market insights: our analysis in 5 charts
Morningstar's second-quarter 2020 market commentary covers the yield curve, trends in US investments abroad, and more.
personal-finance
Investing basics: turning coffee into cash into a cushy retirement
If the pandemic means you can't have your daily takeaway, it means you've saved $500 so far - which means you can invest!
markets
Global Market Report - 31 July
Shares are expected to start lower on the ASX, after US GDP contraction and the possibility of a delayed US presidential election rattled investors on Wall Street.
stocks
Xinja vows new platform is for investors not traders
Dabble has no plans to be the next wolf of Wall Street, says Xinja chief Eric Wilson.
stocks
Gold miners race ahead, but pockets of value exist
Some analysts see the price of the precious metal getting to US$3000.
markets
China’s vigorous recovery is under way, but is it sustainable?
The economy roared back to life in the second quarter, but the Middle Kingdom is beset by excess capital stock and a mounting pile of debt, writes Preston Caldwell.
markets
Firstlinks newsletter - 30 July
Skipping this party after 30 years; Gold as defensive; Two big themes; Client changes; Generation blame game; Equities in super; COVID green lining.
markets
Global Market Report - 30 July
The Australian share market is set for a strong start after a rally on Wall Street following the US Federal Reserve reiterating supportive measures for the economy.
personal-finance
How I played options and ‘lost’
Why investors need a controlled trial by fire, taking advice from social media and a small defence of options.
stocks
Morningstar tips ceasefire in telco price war
Telstra will look for a reprieve after the heavy discounting, says Brian Han.
markets
We don't expect a repeat of the 2008 financial crisis
Risks are far smaller than a decade ago, despite the impact of the covid crisis, write Morningstar equity analysts Eric Compton and Preston Caldwell.\n
stocks
US shareholders take up the racial justice fight
A look at how shareholders pursued racial justice in the 2020 proxy season, and what we expect in 2021.
stocks
Reporting season calendar and results: August 2020
All eyes will be on company balance sheets, how management has responded to this once-in-a-lifetime event, and of course, the future of dividends.
markets
Global Market Report - 29 July
Shares are expected to start lower on the ASX after a negative lead from Wall Street following poor financial results and worries about a US coronavirus stimulus plan.
stocks
3 top picks in rail, roads and utilities
When utility stocks plunged during the onset of the pandemic Lazard Asset Management's Warryn Robertson knew it was time to jump in.
retirement
7 items your estate plan may have left out
If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.
markets
Beware the hype on gold
The precious metal is often touted as a hedge against inflation, but its record there is more mixed, writes Morningstar's Amy C. Arnott.
stocks
Adviser webinar – Equity research insights
Brian Han, Senior Equity Analyst provides some insights into his latest Brianstorm edition.
markets
Global Market Report - 28 July
The Australian share market is set to start higher after a positive lead from Wall Street where investors bet on technology stocks due to report earnings this week.
stocks
Big-six tech fuel the logic-defying US market rebound: Brianstorm
Why the US stock market is rallying despite a historic rise in the unemployment rate.
markets
Investing in post-pandemic real estate
Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes.
personal-finance
Value in advice despite dip in trust levels
Australian retail investors are less trusting of financial advisers despite seeing value in their potential to find opportunities, says Lisa Carroll of CFA Societies of Australia.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 24 July.
stocks
Coronavirus controversies on the rise
The Covid-19 crisis has made investors think about how companies treat their customers and employees. We look at why the number of controversies is climbing.
markets
Global Market Report - 27 July
ASX shares are expected to fall at the start of the trading week after a broad sell-off on US markets last week due to weak earnings and surging coronavirus cases.
markets
Shopping in the small and midcap aisle
When the big tech giants account for 25pc of the S&P 500, it’s refreshing to hear of bargains among other sectors and regions.
stocks
Infrastructure stocks in the covid era
Lazard Asset Management's Warryn Robertson looks at how the pandemic has affected toll roads and airports and what the future of travel holds.
markets
Firstlinks newsletter - 23 July
Vaccine reality check; Matt Williams and Paul Xiradis stock picks; Noel on hedging; five value principles; death of 4% rule; books for a virus year.
markets
Global Market Report - 24 July
Australian shares are set to drop after more signs the coronavirus crisis is worsening in the US, which prompted markets there to close lower.
stocks
Finding bargains in global small to mid-cap stocks
Medical scopes, orthodontics, pet care and groceries have proved fertile ground for Bell Asset Management.
personal-finance
Investing basics: modern portfolio theory explained
MPT tries to make the most of the trade-off between risk and reward.
stocks
7 superior foreign stocks to buy
These undervalued wide- and narrow-moat names were recently added to the Morningstar Global ex-US Moat Focus Index.
markets
The S&P 500 grows ever more concentrated
Small-value stocks appear to be the soundest bet among US equities over the next three to five years, writes John Rekenthaler.
markets
Global Market Report - 23 July
Australian shares are set for a lukewarm start amid investor caution ahead of the federal government unveiling the size of its budget deficit later on Thursday.
stocks
Antitrust in the digital age - ranking Google, Apple, Amazon and Facebook
Their share price performance remains strong but the four tech giants' social licenses may be weakening under congressional scrutiny.
stocks
3 Aussie stocks with strong China ties
Hit by coronavirus and strained relations between China and the west, a trio of companies with large Asian exposure have had mixed fortunes in fiscal 2020.
markets
What a Covid-19 vaccine means for investors
Three new vaccines for coronavirus look poised for emergency use authorisation in the US this autumn. What does that mean for investors?
funds
ESG stocks shine in covid-19 crisis
Morningstar analyst Tancrede Fulop singles out a few companies that have performed well and also led the way in looking after staff.
stocks
Stock-picking: Have you got what it takes?
New stock-pickers are prone to lose money. Are the lessons worth the price? We ask Morningstar's Christine Benz.
markets
Global Market Report - 22 July
Shares are expected to fall early on the Australian market after US markets lost momentum late in the session.
stocks
Netflix holds covid audience captive — for now
Margins for the world’s largest streaming service are expanding, but price competition looms, says Morningstar’s Neil Macker.
funds
7 questions for assessing ESG expertise
Asking these questions about sustainable strategies will get you a step ahead of most investors.\n
markets
Global Market Report - 21 July
The Australian stock market is poised to rise in early trading, after promising results for possible coronavirus vaccines helped Wall Street end higher.
stocks
Why mining stocks aren't yield plays
Elevated iron ore prices have lifted mining company earnings to eye-watering levels but this doesn't make them income stocks, says Morningstar's Mat Hodge.
stocks
Shopping for value during the downturn
Stocks in many sectors have rallied hard but good value opportunities remain, says Morningstar’s Adam Fleck.
funds
US attempts to throttle ESG investing
The Department of Labor recommends holding ESG investors to a higher legal standard.
markets
Driving up debt
Net borrowings have staged their largest increase in the past five years—which sectors do you think top the list?
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 17 July.
markets
Global Market Report - 20 July
Shares are likely to start flat after a mixed lead from Wall Street and amid cautious sentiment ahead of the federal government's impending budget update later this week.
stocks
Commodity stocks riding high, but for how long?
Local miners should deliver stellar fiscal 2020 results but such outperformance is unlikely to last, says Morningstar’s Mat Hodge.
etfs
Investing basics: Australia's largest ETF explained in 5 charts
Vanguard’s Aussie index tracker is a cheap option in a crowded field where fee competition is fierce.
markets
Global Market Report - 17 July
Shares are tipped to rise early in trade on the Australian market, despite US markets closing lower on rising unemployment figures.
funds
Australia's best and worst equity funds in 1H20
It's been a volatile year so far and some funds fared better than others.
personal-finance
Should your portfolio shift when the economy slumps?
How to make some upgrades during this down time.
stocks
Chinese tech stocks bouncing back from pandemic lows
These four Chinese tech heavyweights are turning up the heat in the fight for global dominance as they take on their American rivals.
markets
Firstlinks newsletter - 16 July
6 charts show market stretch; investing during COVID; risky retail; sourcing income; US companies on local exchanges; new SMSF rules; gold as hedge.
stocks
Will Airbnb IPO or what?
Covid-19 has made the intended public offering impossible, says Morningstar's Andrew Willis.
markets
Global Market Report - 16 July
The Australian market is likely to open in the green after promising data for a potential covid-19 vaccine helped US markets close higher overnight.
funds
ESG investing is about long-term risk management
Sustainable investing isn't just about values, it's about managing risks that affect all investors.
personal-finance
In celebration of financial independence
For many people, what ends up mattering is not retiring early but rather possessing the option to do so. Freedom is power.
stocks
3 Japanese stock picks
JPMorgan's Nicholas Weindling talks opportunities in Japan and reveals the stock that has been his largest holding for almost a decade
stocks
Small cap stocks: 'Inevitably, we see it all end in tears'
The asset class has a habit of outperforming but Morningstar's Ross MacMillan sees signs of a bubble.
markets
Global Market Report - 15 July
Australia's share market is tipped to open higher after energy and materials stocks helped Wall Street close higher.
funds
Active managers have the edge with Aussie small caps
They have the flexibility to unearth bargains and promising companies that passive strategies lack, a Morningstar study shows.
stocks
These 33 US companies are undervalued: Morningstar
Here are our analysts' top ideas in each sector this quarter.
retirement
Is the '4 per cent rule' broken?
Retirement researcher Wade Pfau discusses why low yields put this withdrawal rule at risk and what strategies retirees can use instead.
stocks
Deal of the year: Analog’s power move to swallow rival chipmaker
It’s the biggest deal of the year in the US but perhaps not one that will please shareholders of No 3 chipmaker Maxim Integrated, says Morningstar.
markets
Global Market Report - 14 July
Australian shares are likely to drop in early trade after US markets fell following California's covid-19 decision to extend closures of indoor venues.
markets
The new big buyer of bond ETFs
The Fed is snapping up double-digit percentages of the corporate-bond ETF market.
stocks
A trio of growth stocks
Rachel Winter of UK fund manager Killik & Co talks payments, social media and investing in her monthly stock pick round-up
funds
Covid winners, losers of factor investing
Momentum, value, growth and ESG factors can help you make sense of the millions of global stocks, but a factor-based approach also has pitfalls.
stocks
Worley's diverse earnings stream to withstand soft oil price
The global engineering services company is attractively priced to benefit from a forecast rise in crude, says Morningstar.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 10 July.
markets
Global Market Report - 13 July
Shares are expected to rise early on the Australian market after encouraging findings about a coronavirus drug helped US markets finish last week higher.
personal-finance
Investing basics: find the best online Australian shares broker (for you)
Whether you trade every day or once a year, there is a service for you, but before you invest compare the fees and functions.
stocks
Covid, competitors knock TWE down but not out
Morningstar has trimmed its near-term outlook for Treasury Wine after a big earnings miss but better days lie ahead.
markets
The mental toll of the covid crisis
Almost half of all Australians say their mental wellbeing has suffered since the crisis began.
markets
Top performing asset classes for 2019/20
Global tech and healthcare stocks stood firm as the market was blindsided by the coronavirus.
stocks
Fair values raised on social networks as digital ads withstand pandemic
Morningstar has raised its fair value estimates for Alphabet, Facebook, Pinterest, Snap, and Twitter.\n
markets
Global Market Report - 10 July
Shares look like falling early in line with the US, where another round of business shutdowns to contain a surge in covid-19 cases has spooked investors.
etfs
How simple rules can beat the market
Many strategies that ignore price and employ simple alternative rules to weight stocks have historically fared better than the market, Morningstar data shows.
stocks
11 lessons from my lousy $50K profit on Afterpay
Afterpay listed at $1 in 2016 and traded recently at $70. How should an investor treat a small holding in a 70-bagger when each new level defies the experts? Should true believers let the profits run?
personal-finance
Why rebalancing (almost always) pays off
This year's turbulent market was yet another reminder of the power of portfolio rebalancing for risk reduction.
markets
Firstlinks newsletter - 9 July
My lousy $50K Afterpay profit; FY20 but where to next? 100-year bond risks; Wirecard and ethical ETFs; 6 types of big data; 5 vulnerable industries.
markets
Global Market Report - 9 July
Australian shares are expected to rise early after gains on Wall Street, where a rebound in technology shares outweighed concerns from surging coronavirus cases.
stocks
Top 5 stock trades of second-quarter 2020
National Australia Bank and Woodside Petroleum rank among the most heavily traded stocks by a large cohort of Morningstar subscribers.
markets
Remember when high-frequency trading was a bad thing?
Nothing has changed, except that the controversy has vanished, writes John Rekenthaler.
investing
Morningstar Investing Bootcamp: July 2020
Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing.
markets
Global Market Report - 8 July
Australian shares are likely to start lower after US markets dropped on fears over surging coronavirus cases in the country and profit-taking after a recent rally.
markets
‘Incredible India’ will shine again
Coronavirus has pummelled India’s economy but population growth is one of several reasons for optimism.
personal-finance
A midyear portfolio check-up in 7 steps
After the first-quarter market volatility, the time is right to see if any adjustments are in order, writes Christine Benz.
funds
Lazard leads the way in global infrastructure
Morningstar now rates the fund gold for its performance, low fees and ability to spot predictable earnings in industrials and utilities.
personal-finance
John Templeton: How to be a bargain hunter
Morningstar’s Larissa Fernand looks back at the man, his life, and his legendary business acumen and how it can help you.
markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 3 July.
funds
Same old story: growth beats value
Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds.
markets
Global Market Report - 7 July
Australian shares are likely to rise early in trade after solid gains on Wall St overnight following a rally in US services industry activity and hopes of a revival for China's economy.
stocks
Logistics, industrials bounce back
Woolworths, Coles and Amazon are part of Morningstar’s positive outlook for logistics and property companies Qube Holdings and Brickworks.
stocks
Nikko's 3 top Asian picks
Nikko Asset Management's Peter Monson looks for strong sustainable returns and he sees that in Asian stocks that span financial exchanges, computer game makers and condiments suppliers.
personal-finance
How much risk can you handle?
Ensuring your investment portfolio matches your risk appetite is crucial, as highlighted by the pandemic downturn, writes Nicki Bourlioufas.
markets
Global Market Report - 6 July
Shares on the Australian market are tipped to fall early after global markets closed weaker last week on concerns about continuing growth in COVID-19 cases in the US.
markets
Tesla does a donut round Toyota
The EV juggernaut is now worth more than the Japanese giant, but Morningstar sees a few potential roadblocks.
personal-finance
Should you pay down your mortgage?
Being mortgage-free is a dream many people hold and rock-bottom interest rates might make it easier to achieve. But is it the best way to use your savings?
stocks
Long-term tech story is compelling
The pandemic could speed up the transition to cloud computing and remote working, says Morningstar's Brian Colello.
markets
Firstlinks newsletter - 2 July
Go figure—great quarter but poor year; SMSF update; Marks & Stammer on the rally; Risk and fund rankings; Retirement dreams; Death benefit pensions.
etfs
The most over- and undersold benefits of ETFs
ETFs have huge benefits for investors, they just might not be the ones you think.
markets
Global Market Report - 3 July
Investors can expect Australian shares to rise at the start of trading after their US counterparts were encouraged by an improving jobs market there.
stocks
Stocks to watch as China bounces back
China’s faster than expected recovery from COVID-19 has analysts scrambling to revise their forecasts.
stocks
How appealing are Asian stocks?
China’s ongoing recovery from COVID-19 presents solid investment opportunities, says Nikko Asset Management.
stocks
BioNTech, Pfizer report good news from vaccine trial
A long road lies ahead as the trial continues, but we are maintaining our fair value estimates for the two healthcare firms, says Morningstar’s Anna Baran.
stocks
Local biotech, hospital hardware names riding high
Fisher & Paykel’s share price has soared as COVID-19 cases rise in Australia, US and Europe, while CSL’s latest acquisition marks another shrewd deal.
funds
Dash for cash: why fund investors kept their distance from shares, bonds
Not since September 2015 have fund investors sought refuge in the safest asset on the risk spectrum.
markets
Global Market Report - 2 July
The Australian market is expected to rise at the open after news of a potential COVID-19 vaccine lifted US markets.
personal-finance
Confessions of a former 'FIRE' sceptic
How I learned to stop worrying and believe these people are actually onto something.
markets
'Unemployment will be higher, activity lower'
Aviva Investors' Mark Robertson on the 'second wave', the widening gap between the West and China, portfolio protection and how covid has accelerated the tech revolution.
stocks
3 top picks in US travel and leisure
Consumers are slowly starting to travel and eat at restaurants again, writes Morningstar's Erin Lash.