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Global Market Report - 1 June
Investors could see a cautious start to the trading week, with the ASX expected to consolidate after plenty of optimism last week about economic recovery.
funds
Pandemic exposes absolute return underperformance
Some funds aiming to deliver positive returns in both rising and falling markets missed expectations during the sell-off.
personal-finance
Investing basics: How to spot an income stock
Typically, companies that pay dividends are those that have been in business for more than a few years.
markets
Finding dividends in a downturn
Attractive dividend payers exist on and off the beaten path, new Morningstar research reveals.
stocks
Casino comeback and the uncertainty engulfing Seven West
Most punters would prefer to lose money with their friends in a real casino than gambling online alone in their basement, says Brian Han.
funds
What the pandemic means for sustainable investing
Jon Hale sees resilience in ESG funds, an appreciation for 'social' analysis, and a hastening toward stakeholder capitalism.
markets
Firstlinks newsletter - 28 May
10 undervalued stocks; best investing lesson; Montgomery on the next high; Moore on value's recovery; gold and SMSFs; cash move; LIC ban; COVID-19.
markets
Global Market Report - 29 May
Sharemarket investors can expect the ASX to open lower after fears in US markets overnight about rising US-China tensions.
personal-finance
SMSF behaviour: what lurks beneath?
A raised eyebrow can be a clear sign one or more financial futures are at risk.
stocks
Morningstar unearths the dividend plays for a covid-19 world
The coronavirus has forced many companies to curb payouts but if you look hard enough, you’ll find some have the means to generate income for shareholders.
funds
5 medallist funds that invest with conviction
Shining a light on medallist funds that have little in common with their benchmarks.
markets
Global Market Report - 28 May
The Australian share market is poised to rise in early trade after US investors were buoyed by the continued easing of lockdowns.
stocks
4 automation firms headed into 'buy' territory
The full impact of coronavirus manufacturing shutdowns is yet to hit these global automation companies, whose shares are tipped to sell-off further.
stocks
An undervalued, wide-moat name in healthcare
Companies racing for a coronavirus cure have moved to lofty valuations. Morningstar analyst Alex Morozov is looking for lesser-known healthcare names.
markets
COVID-19: Black swan event or a turkey?
The regularity of market crashes is a reminder that patience is key to investing in equity markets.
stocks
Stocks versus bonds: A potential paradigm shift
Investors should at least consider the possibility that the long-standing inverse relationship between stocks and bonds has ended.
markets
Global Market Report - 27 May
The ASX is poised to drop in early trade after reports the Trump administration is weighing economic sanctions on Chinese officials, businesses and financial institutions.
funds
Investors remain exposed despite LIC fee ban
The closing of another commission loophole is no guarantee investors are shielded from pushy sales tactics.
markets
COVID-19: Risk and resilience in emerging markets
Not all EM countries will be affected similarly given these nations vary in their resilience and ability to respond and bounce back.
stocks
10 downgraded global stocks for your watchlist
Morningstar analysts have cut their economic moat ratings on these notable names, some of which are attractive at current valuations.
stocks
Wesfarmers removes a Target from its back
Shutting the discount retail chain would amount to a 1pc loss for Australia’s largest conglomerate, says Morningstar.
markets
Global Market Report - 26 May
Shares are set to rise in early trade on the ASX after improved business confidence and easing of restrictions in Japan and Spain helped boost global stocks.
etfs
Sustainable ETFs outpace the rest during market sell-off
Tech stocks, healthcare names and an avoidance of fossil fuels was key to their strategy.
stocks
Consumer trends, global trade reshaped by coronavirus
Entertainment companies, tech giants and payment platforms are benefiting from the historic shutdown.
stocks
Capital issues deliver solid performances
Investors have mostly made attractive returns by participating in these COVID-19 raisings, with a median return of 14 per cent for capital issues.
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 22 May.
markets
How to make money in gold miners
When it comes to mining stocks, there are multiple factors that tend to play havoc with the stock price.
markets
Global Market Report - 25 May
Australian shares are set for a strong start after major US indices notched gains last week despite uncertainty over coronavirus and renewed US-China tensions.
stocks
Fixed income: Beware corona zombies
Investors should check their exposure to bonds, hybrids and equities as companies face rising risks of failure, warns BondAdviser's John Likos.
markets
China ore bust? Fortescue's record week
Despite the miner’s ascent there are doubts about the sustainability of the surging iron ore price.
markets
OK, people: It's time to think big
If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.
stocks
Shareholders face 'opportunistic' Village Roadshow takeover
Sell your stake too cheaply or put up with more pandemic uncertainty - it's a tough choice, says Morningstar's Brian Han.
markets
Firstlinks newsletter - 21 May
David Morgan AO; Phil Ruthven AO on COVID impact; review of 'The Last Dance'; next big thing; listed property; SMSFs need to know; accessing benefits.
markets
Global Market Report - 22 May
The Australian share market is likely to edge lower in early trade after Wall Street closed down following fresh tensions between the US and China.
stocks
Uncertainty hits ‘extreme’ at Seven West Media
The time has come to consider the possibility of there being no value in Seven equity, says Morningstar’s Brian Han.
personal-finance
Investing basics: essential money tips for new graduates
How you can help your loved ones get on the right track financially, even in a pandemic.
markets
Global Market Report - 21 May
The Australian share market is set to rise in early trade after US investors continued to look to a swift recovery from the coronavirus pandemic.
stocks
Join the queue: REITs face life after coronavirus
From delays for the lift to office rejigs, the challenges are mounting for building landlords.
personal-finance
Busting biases in volatile times
A behavioural checklist for investors facing turbulent markets.
stocks
3 buys in Berkshire Hathaway's portfolio
\nThese household names are all undervalued, according to Morningstar metrics.\n
personal-finance
5 investing mistakes to avoid
Christine Benz discusses pitfalls investors encounter as they navigate volatility and recovery.
markets
Global Market Report - 20 May
The Australian share market is set to lose some of the big gains made on Tuesday after US doubts about a possible coronavirus vaccine.
stocks
Ugly housing outlook won’t last
Adelaide Brighton, Amcor and Bingo should ride out the housing construction slump with relative ease, says Morningstar’s Grant Slade.
stocks
Cash machines lie idle as Aristocrat, Ainsworth face covid crisis
The pokie powerhouses have collected a near-term hit but they do have narrow moats and their long-term forecasts are intact.
markets
Signs of hope for households
Consumer sentiment provides a faint glimmer amid the pandemic's economic fallout. \n
personal-finance
Adviser webinar: Behavioural lessons around Covid-19
Behavioural lessons for advisers around Covid-19.
stocks
The healthcare stocks racing to develop a cure
Opportunistic investors could consider several companies with infectious disease and vaccine expertise.
stocks
Global dividends could fall 35pc in 2020
Income investors braced for the worst this year, but not all regions and sectors will be equally affected, according to Janus Henderson survey.
markets
Global Market Report - 19 May
The Australian share market is set for an early rise after US markets climbed on hopes of a coronavirus vaccine and economic recovery.
funds
3 stocks set to clean up
The biggest corporate hygiene company you never heard of; Dettol's parent company; and a lab supplier are tipped to benefit post-coronavirus.
stocks
12 undervalued stocks if you're worried about volatility
Amid the coronavirus-induced turmoil, several quality names are trading at a discount to fair value, say Morningstar analysts
stocks
Asian stocks: Picking the recovery
Markets in the region have posted gains over the past month, particularly in those nations showing progress in combatting the coronavirus.
markets
Coronavirus vaccine progress accelerates
Diagnostic testing, treatment, and a coronavirus vaccine could allow near-normal distancing and nonessential business recovery by mid-2021.
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 15 May.
markets
Global Market Report - 18 May
Shares are tipped to be slightly higher in early trade on the Australian market as part of what one expert said is the ASX's skittish recovery from coronavirus lows.
markets
Covid crisis management
Scott Morrison’s approval rating provides a timely lesson in the value of company stewardship.
stocks
Coronavirus puts healthcare stocks in the spotlight
There are 14 names under Morningstar coverage and some have defensive qualities
personal-finance
Investing basics: before you sell anything in your retirement account, read this
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.
stocks
How will the global downturn impact your portfolio?
Investors should consider the interconnections between markets.
markets
Japan 2020: From boom to gloom
The virus may have postponed the Olympics, but the world’s third-largest economy is tipped for a V-shaped recovery.
markets
Firstlinks newsletter - 14 May
Howard Marks on uncertainty; dividend over-reliance; finding global stocks; put away the champers; bank scorecard; retail & energy investing; bonds.
markets
Global Market Report - 15 May
Shares on the Australian market are poised for a better start after US markets rallied overnight on economic recovery hopes.
stocks
Shifting fortunes as CBA, AMP trim dead wood
Two of Australia's financial giants are selling off assets in a bid to shore up their capital as the coronavirus fallout bites.
markets
7 stocks for a cash-free future
Shoppers are shunning cash over fears it could transmit coronavirus, and this will benefit many companies involved in electronic payments.
markets
Global Market Report - 14 May
Shares on the ASX are set to fall in early trade after the US Fed chairman warned of extended economic weakness from the coronavirus pandemic.
markets
Covid-19, the share rebound and the hit to GDP
A Morningstar examination of previous recessions puts the coronavirus crisis into perspective.
etfs
Vanguard fund stripped of bronze rating as fees bite
Its Australian Shares Fund is dear compared to similar offerings, says Morningstar.
funds
Funds gap widens as investors seize on corona plunge
Value-focused managers have struggled for several years now—a trend exacerbated by the recent sell-off.
funds
Greencape's three top picks
Property listings, software for financial planners and AI machine-learning: Jonathan Koh has scoured the globe for opportunities.
markets
Global Market Report - 13 May
Shares on the Australian market are set to fall as concerns world economies could be reopening too soon caused losses on Wall Street overnight.
markets
Relaxing the US coronavirus lockdown: move slowly, stay nimble
Diagnostics, treatment, and vaccine progress could allow near-normal distancing and nonessential business recovery by mid-2021, Morningstar says.
stocks
Where to hunt when guidance statements get torn up
Greencape Capital entered the downturn with a cash reserve that has allowed it to snare some essential services companies at bargain prices, says Jonathan Koh.
markets
Have consumer habits changed forever?
We've all been shopping and working differently since lockdown and the effect on consumer behaviour and companies has been profound—but will it be permanent?
stocks
Undervalued stocks storm back
The past 80-odd days have taken investors on a see-saw ride during which beaten down stocks have outpaced the index.
your-money-weekly
Hoard capital, curb risk and diversify: a covid-19 survival guide
In these uncertain times, ensure your investment objectives and strategy are aligned and be on the lookout for opportunities—because they do exist.
markets
Global Market Report - 12 May
The Australian share market is poised to open slightly lower after mixed results across US markets overnight.
stocks
Is remdesivir-maker Gilead Sciences a 'buy'?
We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead.
stocks
Stay the course: dividend tap will be turned back on
Shareholders should brace for meaningful falls, but the pain will be short-lived, says Ausbil.
retirement
Rental relief and SMSFs
How can trustees join the 'Team Australia' effort without breaching their legal obligations?
personal-finance
Cash savings options less enticing than ever
Investors are running out of savings options—but there is room for optimism.\n
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 8 May.
markets
Global Market Report - 11 May
The Australian share market is set for a flat start to a week in which the easing of coronavirus restrictions could encourage investors.
markets
Fight or flight for airlines
Qantas may be trading at a discount but news from Warren Buffett and IATA suggests the clouds on the horizon are thickening.
personal-finance
Investing basics: the hardest decision in investing
When and how should you get back into equity markets after panic selling?
etfs
A warning to coronavirus ‘day traders’ out for a quick kill
A disturbing number of Australian investors are trying their hand at day-trading during the lockdown. The problem is they're not very good at it.
funds
Enviro-conscious investors need to cast a broader net
Australian companies do a good job of managing carbon risk, but the country as a whole still trails many developed markets.
markets
Firstlinks newsletter - 7 May
Buffett's caution; dreamin' the vibe of future returns; retirement spending; downside risks; NTAs on LICs; buying banks; ethics; 68 pearls of wisdom.
markets
Global Market Report - 8 May
Australian shares appear set for a modest start despite gains on Wall Street overnight.
stocks
3 defensive plays for a volatile market
Electricity and packaging are things we can’t do without, so too are airports—except when a pandemic forces them to halt operations.
funds
Magellan waxes as Platinum wanes
Hamish Douglass has got the edge over his fund rival by unearthing steadier returns in different sectors.
retirement
SMSF peak body sounds diversification alarm as pandemic bites
Coronavirus will deliver a painful lesson on diversification, even as the tax office softens the blow of collapsing share prices and small business losses.
markets
Global Market Report - 7 May
The Australian share market appears set for a second consecutive morning of early losses after US markets fell overnight.
personal-finance
Putting a price on financial advice
A 12 per cent spike in the cost of financial advice may be a deterrent, but have you thought about how much money your adviser could be saving you?
stocks
Six simple charts on what to expect from shares
Investors in Australian equities should expect a loss in at least one year in every five, but subsequent years normally recover lost ground and reward patience. No need to pick tops and bottoms.
stocks
8 cheap stocks with solid brands
These powerhouse consumer names are undervalued according to Morningstar metrics.
stocks
Weighing up Australia’s banks
Bad debts and expected capital raising from three of the big four cloud the outlook for Aussie banks, says Morningstar's Nathan Zaia.
stocks
Surprises from Berkshire's annual meeting
Morningstar's Gregg Warren discusses the meeting's cautious tone, Berkshire's lack of buying during the downturn, and unloading the airlines.
stocks
5 stocks for social distancing
Businesses that can continue to operate through lockdown measures have thrived in recent weeks. We round up some of the most highly-rated stocks.
markets
Global Market Report - 6 May
Australian shares are set for a dip when the ASX opens after US markets retracted late in the session overnight.
funds
A top-tier small cap fund
Morningstar is confident Dimensional will outperform over the longer-term despite lagging during the market sell-off.
stocks
Westpac: another dividend bites the dust
Australia’s oldest lender is tough enough to shrug off the coronavirus, but its dividend pause adds more grief for income investors.
markets
China will avoid 2008-style investment boom
Morningstar expects the headwinds to persist in 2020 and says the Middle Kingdom will take a more measured approach to tackling the coronavirus crisis.
markets
Global Market Report - 5 May
The Australian share market is set to open slightly higher after US markets rose due largely to gains in tech giants Microsoft, Apple and Amazon.
stocks
Avita’s share price burns will heal, says Morningstar
The corona sell-off hurt the spray-on-skin maker but it’s got an eye on the bigger picture, says Nicolette Quinn
stocks
Banks will see out corona crisis
Loan defaults, shaky house prices and a dividend pause - it's ugly in the short term but Nathan Zaia has long-term faith in Australia's banks.
funds
Where to find fixed income opportunities
The share market rout has pushed bond yields to record lows but investors shouldn't ignore the diversification benefits of credit assets.
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 1 May.
markets
Global Market Report - 4 May
Investors in the Australian stock exchange are likely to see flat trade when the market opens after US indexes fell last week and Westpac this morning posted a 70pc profit fall.
markets
InvoCare’s five-star rating: looking beyond the grave times
An easing in coronavirus restrictions may unearth more value for the wide-moat funeral home operator.
stocks
Sales boost only temporary for Woolies, Coles
Shoppers have been packing their baskets with more food but shopping less.
personal-finance
Investing basics: best practice for trading securities in volatile markets
Still buying and selling securities in this market chaos? Here are some simple ways to protect yourself from the extreme volatility.