Morningstar Site Map

Shares are tipped to fall slightly at the start of trade on the Australian market amid worries about economic recovery from the impact of the pandemic.

Airports and toll roads are out of favour, but opportunities are appearing in other parts of global infrastructure such as water and telecommunications.

Most retail investors don't know what their peers are doing. It’s difficult to engage in herd behaviour when you can't see the herd.

The national carrier joins an exclusive club after its surprise move to tap investors for more capital.

Does the rise in smartwatches show that data, not diamonds, are a girl's best friend?

Shares are expected to rise early on the ASX after US stock indices registered strong gains on investor optimism from better-than-expected US housing data.

Investors still prefer the human touch, according to new research.

And in the meantime, online idea discovery site Pinterest may benefit, says Morningstar.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 26 June.

Shares are likely to fall at the opening of the trading week on the Australian market after American investors remained concerned that the coronavirus is out of control in the US.

American and global growth will contract by just 1 per cent, according to long-term forecasts.

The ingenuity of company management to put a positive spin on bad news should never be underestimated, says Brian Han.

They may be 'boring' says Fidelity's Bertrand Lecourt but these names offer solid and long-term returns by delivering essential services.

Putting all your money into a single stock might teach you how to invest, but it is a costly lesson.

The ingenuity of company management to put a positive spin on bad news should never be underestimated, says Brian Han.

How virus bubble bursts; New trader risks; Time to fix LICs; Risks moving from 60/40; Updated SMSF costs; Social impacts; Global media review.

Australian shares are likely to start higher after Wall Street posted gains following easing of restrictions by regulators on US banks, boosting investor sentiment.

The annuities provider this week announced a $300m capital raise to shore up its balance sheet and shift to lower risk credit assets.

The growing consumption of water and the increased production of waste make these sectors compelling investments, says Fidelity's Bertrand Lecourt.

An offer that most investors should refuse.

The Australian share market is likely to see early losses after worries over rising coronavirus cases in the US caused a sharp drop on Wall Street.

Fund managers are urged to have the courage of their convictions, but the scandal around the German payments provider shows how that approach can go wrong.

What's the best way to get started in investing? Not with individual stocks, writes Christine Benz.

Lockdowns and social distancing saw customers emptying shelves, but earnings growth still eludes the supermarket giant.

Three global names in energy and brewing share compelling characteristics: a two-decade competitive advantage, exemplary leadership and value.

Investors are likely to see slight gains early on the Australian share market after improving economic data helped Wall Street edge higher.

Yield can still be found among global healthcare, technology and consumer staples despite the dismal dividend outlook, says Janus Henderson’s Jane Shoemake.

Why adding more asset classes isn't always helpful.

Disappointing retail participation in National Australia Bank’s $3.5 billion capital raising in April highlights a flawed system that favours the big end of town.

Its record run has seduced retail investors, but fund managers are less willing to jump on.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 19 June.

Work expenses, investment loans and debt recycling top the tax office's list of target areas this year.

Shares are set to gain at the start of trade after US stocks closed higher on investors' hopes for more government stimulus amid the pandemic.

COVID has given consumers the "fright of their lives" but this fund manager took the opportunity to scoop up bargain bluechips, says portfolio manager Matt Williams.

These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.

The Morningstar/ASX LIC series provides a snapshot of Australian LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Shares are set for a subdued start on the ASX as a spike in COVID-19 cases in the US and Victoria spook investors.

A battle betweeen smart professional stock sellers and those known as the corona generation has hit global equity markets in recent months.

It’s a way to have your say as a shareholder in how the companies in your portfolio are run.

It just got dearer to study commerce and economics, but young Americans at least are more upbeat about their financial future.

Mineral Resources, Medibank Private and Ampol are among Airlie Fund Management's preferred stocks, says portfolio manager Matt Williams.

Shares are poised for a flat start to trade on the Australian market after rising coronavirus cases in some US states and Beijing hindered movement on US markets.

Offloading its medical centre and dental business will allow the healthcare company to pay down debt and focus on the turnaround of other units

These names from the Morningstar Exponential Technologies Index are trading at 4-star levels.

The pandemic-linked downturn has seen some attractive stocks in Latin America, India and China dip into buying territory.

Fundies versus newbies and Robinhood; Buffett's answer; Padley cleans EOFY duds; ready for the storm; population fall; housing threat; aged care cost.

Shares are expected to fall in early trade on the ASX after rising coronavirus cases in parts of the US and China caused falls on Wall Street.

Global investors have funnelled a staggering $33.7 trillion into gold ETFs year to date as the pandemic took hold - we look at gold's prospects and how to invest in it

The latest Morningstar Australia Prospects list contains some interesting strategies including a promising ESG fund and two global growth strategies.

Don't think of this as a list of ‘buys’, but as a collection of names to investigate further.

How companies treat their workers, customers and communities is becoming as important as their approach to environmental concerns.\n 

Morningstar projects a much quicker (and more complete) recovery than the one after the global financial crisis.

The Australian share market is expected to rise in early trade after US indices climbed on a record jump in retail sales and the prospect of more economic stimulus.

Chinese bonds top the list of focus areas for the fund manager’s multi-asset team.

Investors shouldn’t project the pandemic-driven performance of JB HiFi and Harvey Norman too far into the future.

Investors in Australia are vulnerable as governments across the region try to stimulate growth

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 12 June.

The ASX is set for big early gains following Wall Street's enthusiasm over the Federal Reserve's plan to buy individual corporate bonds to help prop up the economy.

Morningstar had forecast big losses for the drugmaker, which has been dropped from the ASX 200.

Companies whose public offering plans were derailed by COVID-19 are thinking of joining the stock market—but will investors still be keen to buy?

Closer scrutiny of foreign deals must weed out trojan horses, says Morningstar’s Peter Warnes.

Australian shares are expected to start the week with an increase after US technology and financial stocks pushed Wall Street higher on Friday.

The medical device maker’s pioneering probe cleaner has excited the market, but Morningstar’s Nicolette Quinn has her reservations.

It’s the leader in medical device disinfection but patent expiry and the potential for copycats raise doubts, says Nicolette Quinn. 

Time can wreak havoc on even the best-laid plans, writes Morningstar's John Rekenthaler.

5 famous fundies with cheap LICs; early warnings; 20 SMSF checks for FY20; 4 company tips; taper rate fix; loss of price signals; recession rally.

Australian shares are expected to slide in early trading after US indices plunged over fears of a rise in COVID-19 cases in the country and negative economic projections.

These China and Hong Kong listed companies are well placed amid the post-covid race to economic recovery, say Morningstar analysts.

New products look to offset currency risks, tap into high growth US tech giants, and provide access to sustainable investing.

The coronavirus has tested the robustness of asset classes typically considered as safe havens, research shows.

Lazard Asset Management's Philipp Hofflin explains why mortgage processing, insurance and aluminium production are on his radar.

Answers to questions you might be asking about where the market stands.

Shares are tipped to slip early on the Australian stock market after the US Federal Reserve projected a more sluggish recovery than investors expected.

With bond yields near zero, traditional 60/40 allocations won't work as well as they did in the past. 

Value investing has massively underperformed growth over the past decade. Christine Benz talks with Alex Bryan about the fundamental case for value.

When Hamish Douglass is moving to cash you know something's up and he's not the only fund manager emitting warning signs.

There is no definitive answer, but here are three things to consider before you invest, writes Morningstar's Daniel Needham.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 5 June.

Utilities have weathered the storm of coronavirus better than other infrastructure stocks.

Investors appear set for early losses on the share market after their US counterparts became cautious ahead of a Federal Reserve meeting.

Toll road traffic will bounce back quickly but it’ll be a few more years before airports return to normal, according to a new Morningstar report.

Climate disasters have not had a huge impact on share markets globally, according to a new study from the International Monetary Fund.

Life in 2020 might have been anything but normal, but tax remains an immutable certainty.

Investors are likely to see early gains on the Australian share market after a surprisingly upbeat US jobs report drove recovery hopes on Wall Street.

Telstra leads a swag of telco players that are a safer bet than other sectors, says Morningstar's Brian Han.

The online retailer hit a record in a week where the word ‘recession’ was uttered by an Aussie treasurer for the first time in three decades.

Companies are turning to shareholders to help fund them through the pandemic, sometimes leaving them worse off.

Morningstar's Tim Murphy talsk to multi-asset managers from around the world.

Specialist consulting firms and chocolate bars. It's a disparate mix but Ned Bell of Bell Asset Management has good reason for seeing value in these sectors right now.

Shares on the Australian market are poised to slip in early trade after US investors ended a string of days of consecutive rises.

Sustainable investing has moved into the mainstream in recent years. Eventually everyone will be an ESG investor, says Morningstar columnist John Rekenthaler.

The Aussie online shopping juggernaut has had a mighty run but faces stiff competition, says Johannes Faul

Earnings results will be a rude awakening, says Ned Bell of Bell Asset Management, but there is nevertheless value among some global small- to mid-cap stocks.

Traders can look forward to good early gains on the Australian share market after a broad rally on Wall Street overnight.

Local names are tipped to rebound as the pandemic forces a contraction in Australia’s economy.

Ensure your dividend-paying companies are more than attractive on the surface with these tips from Morningstar Canada's director of investment research, Ian Tam, CFA.

Alphabet’s AGM will see shareholders vote on 10 proposals, including pay equity, sustainability and human rights risks – but it's looking like an uphill battle with the board.

The shutdown has made the videoconferencing platform a mainstay of life and its quarterly numbers have a very nice ring to them

3 realities and 3 mistakes; SPP retail abuse; Cuffe on private debt; Tagliaferro on recovery; Afterpay at $50; choosing index funds; asset allocation.

The first quarter of 2020 was a litmus test for the resiliency of Australian ETFs.

Investors appear set to push shares higher in early trade before the release of GDP figures which could all but confirm Australia's first recession in almost 30 years.

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

Morningstar's John Rekenthaler gets out the calculator—and the history books—to weigh the pros and cons of rebalancing.

Oil companies will spearhead a post-covid economic recovery but investors may be underestimating the upside, Morningstar research shows.

Christine Benz suggests retirees should take a balanced approach to these strategies.

The ASX is poised for a flat start, although investors may be encouraged by Wall Street's belief in economic recovery and its playing down of social unrest.

The car parts supplier is expanding its footprint and the longer-term is positive despite the recent hit to vehicle sales.

Cut-price brokers are giving investors access to global stocks and putting the heat on the big four to rethink their fees.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 29 May.