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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.