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markets

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

Stock market signals, then versus now

Clues from the largest-company lists.
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.
stocks

Adviser webinar: Best Stock Ideas

Equity Market update including Best Stock Ideas.
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.
markets

The stock market is not the economy

What’s more, the two are drifting even further apart.
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.