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markets

Global Market Report - 1 April

The Australian share market is tipped to bounce back after another day of wild swings that ultimately sent the bourse into the red.
personal-finance

Retirees and pre-retirees: you've got this

Key steps to take back control if your retirement portfolio has taken a tumble.
stocks

Is this 2008 all over again?

Eric Jacobson explains why the banking system is not at the centre of the corona crisis, and in fact, is well positioned to be a tool to help solve it.
stocks

Opportunities emerge in US tech

Subscription-based models, sticky customer bases and cyber threats: it could be a recession-proof formula for software providers.
markets

Emerging markets in the time of coronavirus

Emerging market balance sheets entered this crisis period in a healthy state, which may bode well for recovery.
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 27 March.
personal-finance

The critical reason to stay invested

Why it's important to stay invested to capture critical months for your portfolio, with Morningstar's director of investment research, Ian Tam
markets

Shares vs property: How COVID-19 is harming returns

Fears of rising unemployment are tipped to affect house prices while there is talk the corona crisis could fuel a 50pc fall in the US share market.
markets

Global Market Report - 31 March

The Australian share market is set to surge again, having just recorded its best ever day following the announcement of a $130bn wage subsidy package for businesses.
stocks

Corona: Oil price plunge won't last, says Morningstar

The corona lockdown will slash demand, but the price is tipped to rebound to pre-pandemic levels.
markets

Coronavirus: telcos to stay on the line during hibernation

Morningstar tips muted demand for smartphones but service providers are largely recession proof in today’s hyperconnected world.
stocks

Coronavirus: when will airlines recover?

In past decades, the aviation industry has withstood shocks, including pandemics, and history shows the fallout is usually short-lived, says Morningstar.
markets

Global Market Report - 30 March

Australian stocks are poised to edge higher but analysts are anticipating another week dominated by covid-19 volatility. 
stocks

5 new quality cheap stocks for your watchlist

The near-term is likely to get uglier but there are plenty of ‘survivor’ stocks to consider.
markets

Has the market social distanced itself from the bottom?

As the coronavirus ravages economies, a new Morningstar report reveals which sectors and companies are worth adding to your watchlist.
markets

Firstlinks newsletter - 26 March

A critical virus moment with scenarios from McKibbin; Joye; Arnott; Fixed-interest LIT price plunge; gold ratios; lockdown in rural France; new media.
stocks

How to avoid dividend cuts

A wave of companies are expected to cut their dividends amid the coronavirus crisis. Morningstar's Dan Lefkovitz explains how to spot a firm that could its pay out.
markets

Global Market Report - 27 March

Australia's share market is poised for a fourth day of gains after another sharp rise in US equities.
stocks

Coronavirus: dividends are at risk

Banks and real estate investment trusts are hoping the virus won’t cause a severe recession and a subsequent curb on payouts.
stocks

Coronavirus: How will volatility affect financial services?

The boost in trading will benefit some, but IPO activity will wane, and the tumult will sort the strong active managers from the weak.
stocks

Coronavirus impact: will video streaming get a boost?

Binge-watching in the coronavirus lockdown could boost video streaming services.
markets

Global Market Report - 26 March

Australian shares look set to rally for a third straight day after a massive US stimulus deal sent global markets soaring.
stocks

Healthcare stocks still defensive, says Morningstar

Respiratory specialist Fisher & Paykel Healthcare is among stocks now enticingly priced as the coronavirus hits markets and the Aussie dollar.
stocks

Coronavirus: impacts and opportunities

The near-term fallout will be savage but investors should avoid rushing for the exits and instead do their research and stock up on quality companies.
stocks

Fund spy: banks, oil prices hammer active managers

The quarterly performances of funds that own large parcels of banks, energy companies and airlines are underwater amid the coronavirus sell-off.
stocks

Coronavirus impact: will e-commerce offset lower foot traffic?

In the luxury sector alone, share price falls of up to 35 per cent have created opportunities in a sector that was previously overvalued.
markets

Coronavirus impacts and opportunities: where to find quality companies

Recession fears are everpresent but it may be time to fill the cart as more than 600 names are in five-star territory, say Morningstar analysts.
markets

Global Market Report - 25 March

Australian shares are poised to bounce sharply amid a global rally on hopes of a US economic stimulus deal.
stocks

Cheap or nasty? Seven, Nine and Telstra

A stock that’s heavily sold down isn’t always a screaming buy, as proven by this comparison of debt and other fundamentals among these well-loved companies.
etfs

Tips for trading ETFs as volatility spikes

Morningstar's Matt Wilkinson shares his do's and don'ts for trading ETFs in the market rout.
etfs

Investing basics: understanding ETF discounts and premiums during turbulent times

The best way to protect yourself during turbulent times is to avoid trading during episodes where ETF prices disconnect from their NAV.
personal-finance

Taking action or locking in the losses?

We want to act, but should we? The impulse to sell out is natural but you may live to regret it, says Samantha Lamas.
stocks

Hoarding to boost supermarkets sales

Spending on food and other supermarket items is expected to surge in March, reflecting massive buying activity by consumers in response to the coronavirus.
retirement

Early super access, drawdown, deeming measures: what the emergency stimulus means for you

Some fear the early release of super could cause liquidity pressures for major funds.
markets

Global Market Report - 24 March

Australia's share market is poised to rise slightly from a near eight-year low even as the coronavirus pandemic continues to spread.
stocks

Winners and losers in healthcare

Quality companies hold a distinct advantage as they navigate the corona crisis but the sector at large remains resilient in the medium term, says Morningstar.\n 
stocks

When will stocks recover?

Bear markets typically have four stages, John Rekenthaler says, drawing lessons from Black Monday, and the global financial crisis to explain the coronavirus crisis.
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 20 March.
personal-finance

Investing basics: how to set up an emergency fund in 5 steps

The coronavirus has highlighted the importance of having an emergency fund – and it’s easy to establish.
markets

Global Market Report - 23 March

The Australian stock market is set for another slide as the battle against the coronavirus shuts down global economies.
markets

The downturn we didn’t have to have?

It's the job of doctors to overreact but the fear is that by stamping out a flu we maim the economy in the process.
stocks

Mining stocks offer price opportunity, dividend threat

OZ Minerals, South32 and Iluka are among miners dipping into buy territory amid the coronavirus selloff but dividends are at risk, says Morningstar’s Mat Hodge.
markets

Morningstar Adviser Research Centre webinar: Market Volatility

Coronavirus: Morningstar Perspective on Market Performance.
markets

Market, economic implications amid latest virus news

Karen Andersen and Preston Caldwell give us their latest perspectives on healthcare and energy.
markets

Coronavirus sell-off: regions hardest hit

As global stock markets spiral, we look at the best and worst performing regions of the year to date.
markets

A letter from Morningstar Inc.'s CEO

Morningstar’s mission is to empower investor success, and we are committed to weathering this storm with all investors.
markets

Global Market Report - 20 March

The rollercoaster Australian stock market looks set to rise after oil prices jumped and central banks moved to ease liquidity concerns.
markets

Insights from the history’s downturns and recoveries

When looking at the big picture, every crisis has been eclipsed by long-term growth.
fixed-income

Nowhere to hide as credit risk soars

Cash is the only safe haven, says BondAdviser, as coronavirus lashes high debt companies and Australia's property-addicted economy.
markets

Firstlinks newsletter - 19 March

When to invest again with Padley, Ruthven, Douglass, Pearce and Oliver; how markets recover; forget everything; Prabhu on bonds; top picks; pensions.
markets

3 charts on why you should stay the course during turmoil

What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.
markets

Global Market Report - 19 March

Australian investors face another bleak day of panic selling as they wait to hear what the RBA will do to ease economic pain.
stocks

3 Aussie healthcare plays to watch

The corona sell-off has unearthed discounts among makers of gloves, pharmaceutical goods and spray-on skin technology.
markets

Path to a vaccine emerges as investors overreact

The US is slowing the coronavirus spread as drug makers race toward a vaccine; while the longer-term economic effect will be modest, say Morningstar analysts.
stocks

The case for infrastructure: selling shovels to improve your investments

The defensive nature of their earnings means infrastructure stocks provide a level of downside protection.
markets

Global Market Report - 18 March

Local investors could see the Australian market open flat for a change despite a huge surge on Wall Street on US President Donald Trump's big economic stimulus plans.
stocks

'The long-term bounceback will be strong'

The coronavirus fallout is hurting but there should be a treatment by year end and the rebound will be strong, says Morningstar director of equities Johannes Faul. 
stocks

29 quality stocks at great prices

Great companies carve out a solid competitive advantage and as coronavirus rattles markets many such names are trading at hefty discounts, says Morningstar.
personal-finance

Taking control in time of corona

In this timely Morningstar panel discussion, but Christine Benz and Andrew Lill provide  concrete tips on how curb your losses and put your money to use.
markets

Can circuit breakers stop panic selling?

Within the context of properly functioning of markets, circuit breakers can help with price discovery that could establish where the bottom is – but they also increase anxiety.
markets

Coronavirus: our responsibility to help manage the impact

Morningstar head of behavioural science Steve Wendel on why we don’t just owe it to ourselves to stay calm as we weather the storm. We owe it to one another.
markets

Coronavirus: A guide for Aussie investors

From stock opportunities to survival guides, from market updates to fund managers' forecasts, Morningstar examines the effect of covid-19 on the investment world.
markets

Global Market Report - 17 March

Investors are bracing for another wild day on the share market after US equities tanked overnight following the worst loss in history for Australian stocks.
personal-finance

Investing basics: how young investors can survive and prosper in a bear market

Don't bother trying to time the market, look out for bargains and above all stay the course - just some of the advice for those navigating their first slump.
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 13 March.
retirement

Pandemic won't wipe out Aussie retirement savings

The long-term health of super funds is all but assured even as coronavirus causes markets to plunge and heightens global recession risk, says AustralianSuper's top stock picker.
personal-finance

The importance of staying invested in volatile times

Don't flee the market in a panic, but rather embrace the turmoil as an investment opportunity—you'll be better off in the long run.
stocks

Telstra stands out in resilient telecoms sector

Rising market share and a healthy balance sheet distinguish Australia's largest telecommunications company amid the gloomy outlook.
markets

Global Market Report - 16 March

Local shares are set to jump 1 per cent when the market opens after a massive rally on Wall Street, prompted by Donald Trump's release of a plan to tackle the coronavirus.
funds

‘A modest sell-off, not a panic’: Douglass on coronavirus fallout

The Magellan co-founder insists now is not the time to ditch stocks for cash nor to buy bargains, and global businesses won’t turn their backs on China.
markets

Recession imminent?

The words we dare not whisper for almost 30 years have been scrawled on the toilet door but this time social media has amplified the panic.
stocks

3 defensive picks amid market panic

Companies that provide the basics can give you a reliable source of income that helps ride out share price volatility.
fixed-income

Turmoil forces Macquarie, NAB to withdraw hybrids

Investors would have suffered had they subscribed, says Bond Adviser.
markets

Global Market Report - 13 March

Australian investors are bracing for more huge share market losses after European markets overnight suffered their worst day in history in a global rout.
stocks

How coronavirus is affecting airline, leisure and media stocks

Coronavirus fears hammer airline, leisure and media stocks. Morningstar analysts reveal where they see value in their sectors today.
funds

Avoid panic-selling: Douglass calls for calm

Share market speculation is almost always a bad idea, and panic-selling stocks on coronavirus fears is an example of just that, warns Magellan boss.
stocks

New 5-star Aussie stocks for your watchlist

A Morningstar screener reveals a long list of names following the market rout.
markets

Firstlinks newsletter - 12 March

Latest corona updates from Montgomery, Douglass, Jamieson and McCarthy; Antarctica and retirement goals; US v Aus; hybrid margins; SMSF asset patterns.
markets

Global Market Report - 12 March

Australian investors could see another 3.5pc wiped off the market after US equity markets plunged overnight as the coronavirus was declared a pandemic.
funds

Coronavirus and the market: our take

We offer three takeaways and advice on staying true to your goals.
personal-finance

In uncertain times, humility is essential

Coronavirus has caused a spike in market volatility but a good investment plan can help you ride out the uncertainty, says Morningstar's Christine Benz.
stocks

4 stocks to watch as oil price war rages

The fundamentals of Australian energy producers remain intact despite the recent plunge in oil prices, says Morningstar.
markets

Global Market Report - 11 March

Australian shares are set to rebound after US markets rallied overnight as hopes of government stimulus calmed investors’ fears of the coronavirus and signs of recession.
markets

Coronavirus market selloff 'a gross overreaction'

Morningstar weighs supply and demand factors in assessing COVID-19's long-term effect on global GDP as minimal.
personal-finance

The market’s crazy. Get excited

Morningstar behavioural economist Sarah Newcomb reveals how she learned to stop worrying and love the ride.
markets

Coronavirus: muted long-term impact despite rapid spread

A forecast low fatality rate implies an overstated threat to the economy, says Morningstar's Karen Andersen.
stocks

Fears over oil price shock overdone

Aussie producers have plunged but investors must separate the recent energy price falls from the companies themselves, says Morningstar.
stocks

Hits and misses aplenty in first half 2020 - Part 2

Consumer stock Breville and listed property firm Charter Hall were among the highest gainers after delivering results, while Mayne Pharma and Seven West saw the sharpest falls.
markets

The Black Monday fall: Morningstar’s outlook

The coronavirus and an unexpected oil price shock have caused market havoc. Morningstar explains why there will be minimal long-term impact.
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 6 March.
markets

Global Market Report - 10 March

Investors are bracing for more massive losses with the Australian share market poised to plunge up to 5 per cent after panic selling smashed global markets overnight.
stocks

Hits and misses aplenty in first half 2020 - Part 1

The interim reporting season served up a lesson in why investors shouldn't rely too heavily on company forecasts, says Morningstar's Peter Warnes
markets

ESG makeover for investment industry

The following five environmental, social and governance trends are set to herald a shift in the behaviour of companies and investors in coming years.
markets

Coronavirus infects IPO numbers

The coronavirus outbreak has put a hole in the numbers of IPOs on the ASX. 
etfs

ETF investing for the new decade: 4 trends to watch

In only a decade, the value of Australia's ETF market has risen by almost 2000 per cent.
funds

Adviser Research Centre: Enhanced Fund Analyst Ratings

Morningstar's Customer Success Manager Mark McPhee provides a run-through of the enhanced Morningstar Fund Analyst Ratings.
markets

Global Market Report - 9 March

Stocks on the Australian share market are set to slip further due to the continued spread of the coronavirus across the globe.
markets

Note from the editor - 7 March

Toilet paper economics; negotiating market turmoil; undervalued Aussie shares; International Women’s Day; overhyped tech stocks; US corporate debt alarm.
retirement

ATO gets tougher on SMSFs

Send your SMSF reports on time or face the consequences, the tax office has warned.
personal-finance

Emotional investing: what it costs, and what to do about it

Even if you aren't likely to panic during a downturn, the potential for panic by others affects your investment environment.
fixed-income

Green bonds offer another side to ESG investing

Investors are largely unaware of the role fixed income can play in expressing their views on social, environmental and governance issues.
markets

Firstlinks newsletter - 5 March

Balancing sleep and work, acquiring investing skills, women investors, virus effects, bank board experience, quantum computing, SMAs, manager awards.
markets

Global Market Report - 6 March

The Australian stock exchange seems headed for falls of more than 2 per cent after US markets fell following a rise in the number of coronavirus cases.
investing

The best diversifiers for your equity portfolio

Christine Benz discusses how to protect your portfolio from a stock-market sell-off.
retirement

Investing basics: 5 steps women can take to improve their retirement readiness

The data are sobering about women's retirement preparedness but being pre-emptive can help stave off a shortfall.
stocks

Coronavirus effect: 11 Aussie stocks to watch

At the time of writing, a Morningstar screener shows 11 Australian stocks currently in five-star territory.
markets

Global Market Report - 5 March

Australian stocks look set to jump more than 1.5 per cent when trading opens after a big rally in US markets.
stocks

A distinguished trio: Macquarie, Spark and Coke

Only 11 of the 200 largest ASX-listed companies are led by women, but Morningstar believes three hold sustainable competitive advantages.
funds

Adviser Research Centre: Talking Sustainability part 3

Morningstar's Donna Lopata and Sustainalytics' Enrico Colombo provide their insights on sustainability and ESG.
funds

Adviser Research Centre: Talking Sustainability part 2

Morningstar's Donna Lopata and Sustainalytics' Enrico Colombo provide their insights on sustainability and ESG.
funds

Adviser Research Centre: Talking Sustainability part 1

Morningstar's Donna Lopata and Sustainalytics' Enrico Colombo provide their insights on sustainability and ESG.
markets

Coronavirus, the Fed, and the steady 2020 that wasn’t

If the virus is eventually contained, the economic impact could be limited, and today’s prices will have been good entry points.
funds

Funds management has a women problem

Australian investment firms aren’t required to disclose the uncomfortable truth of the gender composition of their teams.
markets

Global Market Report - 4 March

The Australian stock market is heading for another fall after US stocks tumbled overnight despite a rate cut.
stocks

Aussie tech stocks overhyped

Investors piling into WiseTech, Afterpay and Xero are ignoring fundamental risks, warns Morningstar.
stocks

Bank on being yourself, says Bendigo's Baker

Humility and self-belief are traits Marnie Baker says are key to her rise to the top at Bendigo and Adelaide Bank.
personal-finance

Risk, not volatility, is the real enemy

Grant us investors the wisdom to know the difference.
markets

Global Market Report - 3 March

The Australian share market seems headed for moderate falls despite a rebound on Monday and overnight gains on US markets.
stocks

CIMIC joins Chinese players on Best Ideas list

Australia’s construction giant is in strong financial health, with no net debt, solid operating cash flow and projects on the go.
etfs

ETF investing for the new decade: 4 trends to watch

In only a decade, the value of Australia's ETF market has risen by almost 2000 per cent.
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 28 February.
markets

House prices set to run as inequality grows

Lower interest rates increase housing wealth inequality while higher rates do the opposite, according to new RBA research.
etfs

ETF Investor | December Quarter 2019

Undoubtedly the growth in assets and number of Australian exchange-traded funds over the past 10 years shows the enormous appetite for these investments.
markets

Global Market Report - 2 March

Australian stocks are poised to slide when the market opens as the coronavirus spreads and China reports sluggish business activity.