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We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 27 November.

Australian shares are set to dip following losses on Wall Street as investors took profits from a soaring S&P500.

Many people were waiting for the opportunity to buy shares at historic discounts, says nabtrade’s Gemma Dale.

The rejig aims to give unitholders in the unlisted Magellan Global fund more flexibility, allowing them to trade their units on the ASX.

Morningstar has some gold-rated options to gain exposure to this asset class, writes Nicki Bourlioufas.

Australian shares are set to rise following strong gains on Wall St, including a Nasdaq record, as retail sales begin.

The Nobel laureate’s views on the profit motive have sparked debate among Morningstar analysts on ESG—and that’s a good thing.

There are four big themes investors should watch because they represent both opportunities and risks, says Aberdeen's Pruksa Iamthongthong.

Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?

The 171-year-old wealth manager has had its scandals but there's merit to its turnaround strategy and the quality of its other assets, says Morningstar's Shaun Ler.

BNPL products such as Zip Co help boost consumer spending but they come with risks and are overvalued, says Morningstar analyst Shaun Ler.

Australian shares are set to extend yesterday's losses following falls on European markets and lighter trading as Wall St closed for Thanksgiving.

Interest in the quality factor has been a recurring theme among the more popular factor ETFs, helped along by some very attractive returns.

Gold may offer some insurance against a market meltdown, but there is a cost to own it.

The Magellan co-founder argues the ecommerce acceleration is here to stay and ponders the effect it will have on other sectors such as travel and commercial real estate.

The purpose of this column is not to entice you into ESG investing but instead to examine the assumptions that underlie the decision to adopt—or abstain from—the approach.

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

5 ways Retirement Review hits super; Keating defends; property income interview; tech concentration risk; fixing the debt; new SMSF risk.

Australian shares are set to edge up following a mixed night on Wall Street as bleak job figures depressed risk appetite.

Ant Group and WeWork are recent high-profile examples of floats that didn't make it over the line. Should investors be worried if a company changes its mind?

Greg Dean of Cambridge Global Asset Management explains why the consumer services sector has yielded healthy returns.

Morningstar's Preston Caldwell examines how habits, fear, and sunk costs can reshape economic behaviour.

Australian shares are set to rise following record gains on Wall Street overnight as vaccine progress and signs of an economic recovery pushed the Dow to a new high.

Video gaming has become a professional industry in recent years, and the covid-19 pandemic has created a new generation of gamers. That spells opportunity for investors.

Astra’s vaccine looks potentially easier to transport with only mild temperature requirements as compared with the other vaccines.

Magellan's co-founder on why 2020 resembles 2000 and why covid-19 is a dry run for something that could be much worse without proper planning.

History shows commodities have outperformed during periods of high inflation compared to stocks, writes Anthony Fensom.

Morningstar Senior Equity Analyst Brian Han discusses his latest "Brianstorm" commentary.

Magellan's co-founder explains which tech behemoth the Magellan Global Fund no longer owns, why one was too tricky to value, and why regulation is no threat.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 20 November.

Their shares have gotten hammered this year. Are they opportunities or value traps?

Australian shares are set to rise following gains on Wall Street overnight as vaccine hopes boosted energy and industrial stocks.

Caveat emptor on IPOs as a surging market and insatiable demand for technology and 'In-Home' shares jam the float pipeline.

The business serves a rapidly expanding market that's relatively underpenetrated, analysts say.

Australian shares are set to rise despite falls on Wall Street last week as shutdowns, and delays over stimulus and vaccines spook investors.

And the sector will continue to grow and take business away from credit cards, Morningstar analysts tell Nicki Bourlioufas.

We’ve seen a post-election small-value rally before. But this one could really end differently, writes Morningstar's Dan Lefkovitz.

Morningstar’s new ratings on sustainable investing give investors another window through which to gauge fund performance.

Ask yourself these questions to understand if you're about to make a good financial decision.

We're not out of the woods yet, says our head of equity research, as he looks for safety in businesses we can't live without and shies away from the banks. 

Morningstar director of equity research Johannes Faul looks at home improvement retailer Bunnings.

If so, the industry’s leaders must perform better.

There were a few surprises in the wide-moat firm's 13-F filing.

Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.

Australian shares are set to fall following a mixed night on Wall Street as shutdowns and infections forced investors into growth stocks.

Australian Ethical and Stewart Investors score well under Morningstar's new ESG Commitment Level, but AMP and Perpetual have a way to go.

Morningstar's Grant Kennaway explains why sustainable funds are increasingly popular and why they're performing well. 

Airbnb’s liquidity profile appears to be strong enough that solvency is a very low risk.

Investing pivotal moment; 11 retirement findings; bank mojo returns; Oliver's optimism; wealth transfer; offices live on; bond basics; real-time data.

A new metric from Morningstar helps investors gauge which asset managers take ESG to heart.

Australian shares are set to rise despite a choppy night on Wall Street in which positive vaccine news was offset by shutdown threats.

Morningstar’s new ESG Commitment Level allows investors to better understand which strategies rise above the crowd in their commitment to ESG.

Morningstar unpacks ESG risks to meet investor demand for in-depth qualitative and quantitative research to curate ESG investment choices.

Australian shares are set to edge higher as global investors hit pause in the wake of the second vaccine enthused rally in as many weeks.

If yes, investors may want consider adding a counterweight to their tech-heavy portfolios writes Amy Arnott.

We’ve talked to fund managers to see which companies are benefiting from the shift to low carbon

Morningstar director of equity research Johannes Faul looks at home improvement retailer Bunnings.

The 4 per cent withdrawal rate in retirement is an industry standard, where a retiree can expect not to run out of money. Its creator, Bill Bengen, explains its use to Michael Kitces. 

Australian shares are set to open higher following a rally in global equities on news of a potential second vaccine.

The bad news is priced in Australia’s biggest wine producer, Morningstar analysts say. 

The domino effect is now in play.

S&P boasts record close with earnings reports adding to vaccine fueled optimism.

In a globalised world, many stock markets move in sync. Is that still true in the covid-19 pandemic? 

It was a week that brought significant news on multiple fronts, including the announcement of an effective coronavirus vaccine and a troubling end to the marathon American presidential election cycle.

We review some of the platform's most popular stocks on 11 different measures of equity-related risk.

Factors like freedom and career flexibility can offer intangible financial benefits—in exchange for a home equity opportunity cost.

Australian shares are set to open lower as the global vaccine rally ran out of energy amid a renewed focus on the surge in new cases in the US, as well as heightening concerns about overwhelmed hospitals.

Identifying environmental, social, and governance risks and estimating their impacts is critical in properly assessing potential investment in individual companies.

CBA, NAB, WBC and ANZ all traded higher this week on the rotation from growth to value, but analysts are struggling to put together an exciting long-term investment case for Australia's big 4 banks.

We're not out of the woods yet, says our head of equity research, as he looks for safety in businesses we can't live without and shies away from the banks. 

China watch; Vynokur on ETF surge; creator of 4% rule; 7 estate planning tips; elections and gold; home equity; vaccine investing.

Australian shares are set to rise at the open, as tech shares bounced in New York, and there remained positive overall sentiment from Pfizer's vaccine news earlier this week.

Energy stocks are on a tear and there's more to come, says Morningstar.

Perhaps it is time to have exposure to this economic powerhouse and its 1.4 billion population, says Morningstar's Peter Warnes.

There is a popular view that retail investors panic when markets fall, but in the recent covid selloff, they were waiting in cash for buying opportunities. What's equally interesting is the stocks they bought.

While most central banks are still only studying digital currencies, China's already on the ground with a new digital renminbi.

Australian shares are set to extend their rally, and while there have been further overall gains overseas, the pace of the rotation toward the previous market losers has eased.

A great business at not such a great price.

Morningstar's Mark McPhee provides instruction on using the Adviser Research Centre portfolio tools.

What happens when you buy something when your bank card? Morningstar analyst Niklas Kammer explains which companies are benefiting from your transaction.

Yes he can, and perhaps accurately.

Australian shares are set to follow US markets higher on positive vaccine news.

With travel bans and economic lockdowns, the luxury sector has been hit hard in 2020. But there are still opportunities, says Morningstar analyst Jelena Sokolova.

The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.

Every ballot measure was approved.

We believe Pfizer and BioNTech's vaccine is set up for emergency use this year, followed by full approval in 2021 pending supportive final data.

The rebound lasts an average 43 days and the market is climbing the wall of worry, writes Nicki Bourlioufas.

Australian shares are set to slightly rise as the world digests US political developments over the weekend.

Australian tech companies feature prominently among the top ten of frothiest names.

Morningstar manager research analyst Ksenia Zaychuk explains the differences between investing in exchange-traded products and managed funds.

A discussion of taxes, stimulus, regulation, and the likely market reaction as results from the 2020 poll come in. 

The esteemed money manager’s list is a practical and at times contrarian guide on how to make investing work for you, writes Nicki Bourlioufas.

Australian shares are set to rise following a rally on Wall Street as investors welcomed the idea of a Republican Senate blocking Biden policies.

But the Middle Kingdom’s economy remains in dire need of long-term rebalancing from investment to consumption, says Morningstar.

How to keep your (investment) cool when the future remains unclear, writes Morningstar behavioral economist Sarah Newcomb.

Disunited States of America; why tech commands a premium; Chris Cuffe; Noel Whittaker; oil price peaks; index problems; four recovery strategies; UK.

Australian shares are set to rise after Wall Street surged overnight as investors cheered the possibility of congressional gridlock curbing policy changes.

Reduced tariffs should be positive for sentiment but long-term challenges remain for Sino-US relations, says Morningstar regional director Iris Tan.

However, it has not (yet) become a mania, writes Morningstar's John Rekenthaler.

Australian shares are set to fall despite a rally on Wall Street overnight as investors bet a drawn-out US vote would hasten a stimulus deal.  

Why you should resist the urge to make predictions when there's a disconnect between the economy and security prices.

Cloud-based wealth administration business Netwealth heads a list that is dominated by names from the Consumer Cyclical sector.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 30 October.

Australian shares are set to edge up following gains on Wall Street as local investors eye a historic rate cut and the world holds its breath ahead of the US election.

In the event of a Biden win, aftertax earnings could take a hit from higher corporate taxes, writes Morningstar's Preston Caldwell.

Macroeconomic impact will likely be muted, but higher corporate taxes will have modest impact on equities.

Today's investors are increasingly interested in different areas of Sustainability.

Increasingly, advisers and licensees are turning to models and managed accounts to elevate investment solutions and investment outcomes for clients.

The pathway to profit is more Sisyphean than it looks as Mark Lamonica’s five-step process shows.

Australian shares are set to rise despite falls on Wall Street last week as covid cases surge and investors brace for volatility ahead of Tuesday’s US election.

Etoro analyst Josh Gilbert shares his thoughts on Beyond Meat and two other companies making inroads into the plant-based meat sector.