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Advice, predictions and warnings dominated another compelling Morningstar Individual Investor Conference.

The Magellan rainmaker explains why he doubts the Republican leader will prevail and why investors should brace for volatility—and ignore it. 

Morningstar's Customer Success Manager Mark McPhee demonstrates the tools available on Adviser Research Centre.

The bank's capital position is strong enough to weather the rise in loan losses to come and still pay out dividends, says Morningstar's Nathan Zaia.

Australian shares are set to rise as upbeat earnings from tech heavyweights and positive economic data boosted Wall Street.

The market for plant-based meat is worth $14bn today and is expected to grow massively, says eToro's Josh Gilbert.

Balanced funds are the standard, but with little justification, writes Morningstar’s John Rekenthaler.

Morningstar equity analyst Johannes Faul explores the flipside to the surge in growth in online sales.

Is retail the dumb money? 13 investment risks to check; Presidential guide; Why ESG keeps growing; SMSF and your retirement home; Value of advice.

Robust, well-capitalised, undervalued businesses that can grow intrinsic value are out there, says Adrian Warner.

Australian shares are set to follow Wall Street sharply lower as global covid cases soar and fears of a contested US election intensify.

Morningstar's Susan Dziubinski lays out the recipe that one of the greatest investors uses to pick stocks.

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

Australian shares are set to fall following a mixed day on Wall Street as earnings disappointed and hopes of a pre-election covid stimulus fade.

A surge in new coronavirus cases has sent stocks on a downward spiral.

Amazon shares have pushed to new highs in the pandemic, but could a new US President mean life is about to get harder for tech giants?

The non-binding acquisition bid from fellow Coke bottler CCEP is a sweet deal for Amatil shareholders, says Adam Fleck.

Slashing red tape and raising the minimum wage are among the priorities for new leader Yoshihide Suga. Anthony Fensom shows how investors can tap the expected rebound.

Australian shares are set to fall after sharp losses on Wall Street overnight as covid cases soar and uncertainty over pandemic relief clouds a recovery.

Companies with US exposure are better positioned to benefit from easing prohibition, writes Kristoffer Inton.

Retail investors are increasingly aware of climate risk and are putting their dollars behind their values, writes Nicki Bourlioufas.

Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing.

Catch up with all the sessions from the recent Morningstar Individual Investor Conference.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 23 October.

Australian shares are set to rise on Monday despite mixed trading on Wall Street last Friday as stimulus talks continue to weigh on investor sentiment.

Dave Sekera examines the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.\n 

To which class do you belong: those playing pass-the-parcel with overpriced growth stocks or those quietly fishing in the dividend stream?

The market has great expectations for the buy now, pay later success story but Morningstar's Shaun Ler believes they're unlikely to be met.

The real estate investment trust sector is trading at attractive valuations, while delivering yields close to 5 per cent, says Van Eck's Arian Neiron.

Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation.

Australian shares are set to edge up as Wall Street rose overnight on positive jobs data and more pandemic stimulus.

China and Hong Kong have been a happy hunting ground, says Longlead Capital Partners' co-founder Andrew West, who singles out tech, pharmaceuticals and power tools.

These names stand to benefit from a resumption of leisure travel - and are all trading below our fair value estimates.

These companies are benefiting as more people work from home, according to Morningstar equity analyst Mark Cash.

All-star cast: Hamish Douglass, Kate Howitt, Roger Montgomery, Phil Ruthven, Al Gore and me; 18 cheap stocks; share portfolio insurance and AREITs.

Australian shares are set to fall at the open following losses on Wall Street overnight as investors fretted about stimulus talks.

A suitable sustainable option.

Both equity and fixed interest markets now have far greater understanding of which companies will struggle during COVID. Supported by central banks, the markets have bailed out companies facing zero revenues.

Before you do anything, consider historical patterns, what’s different, and what you can handle, writes Andrew Willis.

Australian shares are set to follow Wall Street higher amid progress in the US over a covid stimulus package.

Australia’s oldest bank now has a deal with Australia’s fastest growing BNPL provider and a stake in its key rival.

Clean energy plans could be long-term growth opportunities, writes Morningstar equity analyst Charles Fishman.

Morningstar's Mark Preskett looks at three reasons why bonds are an important tool in your investment portfolio.

Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 16 October.

Australian shares are set to fall following losses on Wall St overnight as hopes of a stimulus deal before the election fade.

A bigger stake in the online conveyancer PEXA could be the key to increasing Link Administration's revenue, says Morningstar's Gareth James.

Despite the pandemic, initial public offerings have performed well overall, and much better than they did in 2019 or 2018.

Australian shares are set to rise following slight gains on Wall Street at the end of last week amid stronger retail sales and growing clarity over the timeline for a covid vaccine.

The investment board is back with an explainer on why you might invest in bonds.

Making a vaccine is half the battle when you consider what’s required to transport, store, and distribute the jab.

Longlead Capital Partners co-founder Andrew West reveals how his Asia-focused fund managed to make gains during the historic covid-19 sell-off.

Think you considered all the risks before choosing your investments? Here are some you might have missed.

Australian shares are set to fall as the ongoing stimulus stalemate in the US extended losses on Wall Street.

These stocks could benefit from the race to roll out antibody therapy for covid-19, writes Vikram Barhat.

China funds and trusts have had an excellent year, and a new US President could provide a further boost if they revive US-China relations.

New rules of retirement investing; tech defensive or expensive; low rates and economy; aged care progress; currency as risk or gain; share price ruse.

Australian shares are set to slip following losses on Wall Street overnight as the stalemate over covid stimulus drags on and mixed earnings results hurt sentiment.

Where are the customers’ yachts?—Fred Schwed

It’s time to rethink what our financial goals can and should look like, writes Morningstar director of personal finance Christine Benz.

Ausbil engaged with the mining giant four times before it decided to pull away. 

A Morningstar stock screener reveals a cross-section of companies with competitive advantages that are trading at material discounts.

Australian shares are set to follow Wall Street lower after a covid vaccine trial left a patient ill and further disagreement over a stimulus package. 

How to handle this decision—even when it is made for you.

We forecast a strong long-run US recovery.

Morningstar columnist John Rekenthaler wonders whether buying government bonds is the equivalent of stuffing your money under the mattress.

Understanding the fundamental drivers of long-term, cash-flow driven value, is as important as ever, writes Adrian Warner.\n 

Asset managers say tax cuts will boost the retail, residential and infrastructure sectors, writes Nicki Bourlioufas.

Nick Griffin of Munro Partners reveals why and where he sees opportunities in renewable energy, diagnostics and software. 

Australian shares are set to rise following gains on Wall Street, driven by Amazon and Apple, and optimism over covid stimulus.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 9 October.

Australian shares are set to dip despite continued gains on Wall Street on Friday amid further optimism over covid stimulus.

The undervalued Australian energy provider is unlikely to heed the call to hasten the shut down of one of its best assets.

Investing in business while wages stagnate is the wrong approach, the Grattan Institute's Danielle Wood has told a Morningstar forum.

In Budget 2020, Josh Frydenberg announced a performance comparison tool and fund stapling to save Australians $17.9 billion over 10 years. But too many moving parts make results highly cyclical.

Take stock of your spending to determine if inflation is an issue for you.

High prices and low, or even negative, yields make some bonds appear unattractive to investors, but here are four reasons not to ditch the debt.

Morningstar analyst Chelsey Tam explains why investors are excited about the flotation of Ant Group and why it's different from Alibaba.

Budget's $17.9bn dream; 60/40 death throes; investors saved companies; too big to perform; why retail needs bond funds; food delivery; super tax.

Australian shares are set to edge up on Friday as Wall Street gained overnight amid hopes of a new stimulus package.

The pandemic has forced the closure of scores of outlets and is forcing a rethink on how food is consumed, according to Morningstar.

Given their size, reach and resources, these companies could dominate the sports betting industry which is projected to witness explosive growth.

As the Trump-Biden showdown nears and vaccine trials continue, headlines may lead to volatility, but we expect the economic rebound to keep on, writes Dave Sekera.

Australian shares are set to follow Wall Street higher amid renewed optimism over a partial stimulus deal in the US.

Buying a big stake in Pexa will drive up the valuation for the unloved—and undervalued—superannuation services provider.

Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing.

Distilling your investment approach into a few sentences can further some important goals.

Mining stocks have been a thorn in the side of smaller indexes, writes Nicki Bourlioufas.

Australian shares are set to fall as investors digest the budget and following losses on Wall St after Donald Trump called off covid relief talks.

Companies that address the growing demand for decarbonisation will have a 20-year growth opportunity, says Nick Griffin of Munro Partners.

But we're still fond of software and cybersecurity firms.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 2 October.

Australian shares are set to rise following gains on Wall Street overnight as investors welcomed more stimulus and the US President gets set to leave hospital.

100% of the information you have about a company represents the past, and 100% of the value depends on the future.—Bill Miller

Confronted with a challenge to distil the secret of sound investment into three words, we venture the motto, margin of safety.—Benjamin Graham

It's frothy and there's no guarantee the tech giants can continue to pull everyone along.

Nikola is not the first 'SPAC' to emerge in an explosion of 'strategic' IPOs in 2020. Here's what investors need to know.

A raft of upcoming initial public offerings suggests it’s time to consider what it means to “go public”.

Australian shares are set to fall despite gains on Wall Street, which defied mixed news on stimulus talks and fears the recovery is losing momentum.

IPO record could be broken by China's Ant Financial this year, while US investors are eagerly awaiting Airbnb's debut.

Morningstar thinks these companies are well positioned to benefit from one of five key trends during the next decade, writes Susan Dziubinski.

Super's elusive 12%; retiring after 47 years investing; my marriage breakdown and my SMSF; Montgomery; residential resilience; EM; early super.