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markets

Global Market Report - 1 October

Australian shares are set to rise after gains on Wall Street, fuelled by positive economic data and optimism over a new covid relief package.
stocks

An interview with Whitehaven Coal chief Paul Flynn

EXCLUSIVE EXTRACT: Morningstar's Mat Hodge and Lex Hall talk to the CEO of the independent producer and exporter about the company's fortunes and its future.
stocks

Elon Musk’s star power shines on Australian miners

Much of the envisaged clean energy future could be stamped ‘Made in Australia’, writes Anthony Fensom.
personal-finance

How to get rich slowly

Slow and steady wins the financial race.
etfs

Good story, bad investment

Thematic ETFs often come with a good story attached but that doesn't mean they're sound investments, says Morningstar analyst Alex Bryan. 
markets

Global Market Report - 30 September

Australian shares are set to follow Wall Street lower as investors staged a cautious retreat in the lead-up to the first presidential debate.
stocks

Adviser Webinar: Equity Research Insights

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

Should ESG funds hold mining stocks?

Investors may have to consider mining companies in their portfolio, despite their history of controversies.
stocks

Peering into Palantir's data market disruption

Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.
stocks

3 top picks in global healthcare

American Century Investments' low-turnover strategy invests in companies developing vaccines, treatments for neuro-cognitive diseases and innovations in telemedicine.
fixed-income

Bond market turns greener

Responsible investing should extend to government and corporate debt, says the head of a prominent ‘green bond’ fund.
markets

The world after covid-19: remote working

What does the global working from home experiment mean for the long-term? Morningstar analysts look at the impact on economies, real estate and the oil price.
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 25 September.
markets

Global Market Report - 29 September

Australian shares are set to follow Wall Street higher as investors piled in to sectors hardest hit by the virus.
markets

Running the recovery gauntlet

There are signs the speed of the recovery is already moderating, which could leave permanent scars across economies, writes Jeremy Lawson.
personal-finance

Designing a portfolio to achieve your goals

You've calculated your required rate of return, now here's how to pick the right mix of assets.
markets

Following the momentum in your portfolio

Momentum strategies can lead to superior gains but it’s crucial to remember that gainers can quickly become losers.
markets

Global Market Report - 28 September

Australian shares are set to rise following gains on Wall Street last week as a tech rally quashed virus fears.
stocks

Investing in the healthcare needs of the future

By 2050, almost 20 per cent of the global population will be over 65 and demand for healthcare will climb, says Michael Li of American Century Investments.
markets

Australia’s bargain energy plays

Woodside leads a quartet of companies that can withstand the covid slump to capitalise on the forecast rebound in demand.
personal-finance

Investing basics: understanding stock prices

A stock’s price could indicate nothing about its intrinsic value. We look at the basics in how to assess share prices.
stocks

Loan losses Westpac’s chief concern

The bank can absorb the Austrac fine and build earnings momentum provided the withdrawal of covid stimulus doesn't bite too hard.
markets

Tech boom: Party like it’s 1999?

Despite the surge in valuations, it is still possible to find quality tech investments, writes Anthony Fensom.
stocks

What investors can learn from the Rio Tinto disaster

The mining company intentionally destroyed a 46,000-year old sacred site for US$135 million worth of iron ore – and it could cost them billions.
markets

Firstlinks newsletter - 24 September

Tech stock picks, Tesla bubble, FX impact on global shares, K-shaped recovery, when you have enough, how pension helps wealthy, your survey responses.
markets

Global Market Report - 25 September

Australian shares are set to follow Wall Street higher as tech stocks regained investor favour and a surge in new homes sales boosted sentiment.
stocks

Doubts over Tesla's mass-market potential

Morningstar's David Whiston has increased his fair value estimate for the EV giant but argues its cars remain out of reach for many.
funds

Would the laggards please leave: Active managers on notice

Is your stockpicker trailing the rest and still charging hefty fees? Then speak up, says Morningstar’s Andrew Miles.
stocks

Is Tesla's share price crazy or merely aggressive?

Morningstar's John Rekenthaler places the company’s valuation into historical context.
markets

Global Market Report - 24 September

Australian shares are set to slide following sharp falls on Wall Street as business activity slows and the stimulus stalemate drags on.
stocks

Rio sackings key step in repairing damage

Trust is crucial to the miner’s ESG credentials but also its ability to extend and develop new mines, says Morningstar’s Mat Hodge.
stocks

BNPL stock added to the ASX 200 in index shake-up

S&P Dow Jones announces who's in and who's out of the official index.
markets

US dollar crash? Here we go again!

These fears are not new—and right now, there is no alternative, writes Yan Barcelo.
markets

Global Market Report - 23 September

Australian shares are set to rise following a rebound on Wall Street, which defied the prospect of a delay in stimulus and an increase in covid cases.
stocks

Morningstar's Mat Hodge on Rio's fortunes

The destruction of an indigenous cave shelter was unforgiveable but there are other reasons why the iron ore heavyweight is overvalued.
stocks

Waiting for the cannabis hit: 7 stocks for your watchlist

In ten years’ time, you won’t be illegally smoking cannabis, you’ll be legally eating it. Here are some stocks to watch.
etfs

Investing for the recovery with ETFs

Whether the rebound is V, U or L-shaped there’s a portfolio mix to suit your risk profile, writes Anthony Fensom.\n 
personal-finance

Kicking your investing goals

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?\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 18 September.
markets

Global Market Report - 22 September

Australian shares are set to follow Wall Street lower as lockdown fears and a likely delay in stimulus hurt sentiment.
markets

Downtown won't become a ghost town

Covid-19 turned most city centres into empty spaces—but they won’t stay that way, writes Yan Barcelo.
stocks

Cannabis: the world in 2030

Morningstar equity analyst Kristoffer Inton on the outlook for the seven producers under coverage.
markets

Time to protect against currency risk or not?

The success of a hedging strategy depends on getting the direction of a currency right.
markets

Global Market Report - 21 September

Australian shares are set to fall as US tech stocks continued to sell off, pushing Wall Street lower for a third week.
investing

The 2020 election and your portfolio

The bumps and bruises of election time may tempt you to shift your portfolio strategy.  
markets

Coal comfort or the clear air of covid

What to do when one of your best ideas trades in something that is crucial and controversial?
stocks

3 top picks for the EV revolution

Morningstar's Seth Goldstein singles out three undervalued stocks that span the entire electric vehicle supply chain.
personal-finance

How stories drive financial behaviour—and what to do about it

Reaching financial prosperity can start by becoming the hero of your own financial narrative.\n 
markets

Firstlinks newsletter - 17 September

LICs pivot; gold's time; SMSFs COVID checklist; market Ponzi; funding retirement; Australia's debt; surprising survey results.
markets

Global Market Report - 18 September

Australian shares are set to edge up despite a fall on Wall Street overnight as tech stocks extended their slide.
stocks

'The tech rally has gone too far'

UK-based Premier Miton's Simon Evan-Cook says the tech rally of 2020 is reminiscent of the dotcom boom, but inflation could be a bigger threat.
personal-finance

Investing basics: How to teach kids about money

It's easy to say 'money doesn't grow on trees', but it isn't enough, writes Morningstar's Ruth Saldanha.
stocks

Nvidia to buy ARM in $40bn deal: Morningstar take

ARM was a wide-moat-rated firm, and we believe it is likely this cash/stock deal would enhance Nvidia’s narrow moat even further.
funds

No value in Afterpay, says Morningstar-gold manager

Greencape Capital's David Pace believes passive money flowing into the stock creates an opportunity for active managers to shine.
markets

Global Market Report - 17 September

Australian shares are set to slip as late falls in US tech stocks quelled optimism over the Fed’s renewed pledge to keep rates low for as long as the US recovery needs.
markets

Getting better results abroad

A more disciplined investment approach can help investors avoid bad outcomes, writes Amy C. Arnott.
markets

Global Market Report - 16 September

Australian shares are set to rise as the tech rally continues on Wall Street and investors hope the Fed keeps rates lower for longer.
stocks

Why EVs will be a common sight on the roads of the future

By 2025, the cost of batteries and manufacturing will fall and EV functionality will improve, says Morningstar's Seth Goldstein.
stocks

3 stocks growing with the cloud

Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
retirement

Retirement planning when you have enough

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.
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 11 September.
markets

A brave new bond world

Most of us have never seen a bond market like this, writes Morningstar's Eric Jacobson.
markets

Global Market Report - 15 September

Australian shares are set to slip despite a rally on Wall Street, which was prompted by several big deals and optimism over a vaccine.
stocks

4 high-quality bargains in an uncertain market

These undervalued wide-moat stocks earn low uncertainty ratings, writes Susan Dziubinski.
funds

Super, managed fund levels bounce back

Australian investors are increasingly sophisticated but also more fearful of missing out on share market gains.
markets

Global Market Report - 14 September

Australian shares are set to fall as Wall Street posted another week of losses, including further declines in tech stocks.
markets

The lingering fear of a post-pandemic world

A new Morningstar report sheds light on how external shocks shape our behaviour.
personal-finance

Investing basics: how to build a core and satellite fund portfolio

The 'core and satellite' approach is a solid way to construct your investment portfolio, but it's important to consider risk and fees. 
stocks

Adviser webinar: Best Stock Ideas

Morningstar's regional director of equity research discusses the latest Best Stock Ideas report.
retirement

Using personal data to better estimate retirement savings

Estimating the length of your retirement with personalized information will help you save the correct amount.
markets

Global Market Report - 11 September

Australian shares are set to fall as losses among heavyweight tech stocks pushed Wall Street lower.
funds

Gold, gold, gold: a trio of top-tier small cap funds for your portfolio

We used the Morningstar fund screener to identify active managers who outpaced the index and their peers.
markets

History’s lessons for navigating the post-pandemic world

Consumer habits will likely change, fear may cause us to interact differently and unrecoverable costs could reset business models, say Morningstar analysts.
markets

Firstlinks newsletter - 10 September

Snap back or road map survey; family business success; property trust winners; ethical not fluffy; fix SMSF EPOA; Ackman on super; define defensive.
markets

Global Market Report - 10 September

Australian shares are set to open higher following gains on Wall Street as investors returned to the market to seize on cheap tech stocks.
personal-finance

When dollar-cost averaging can help (or hurt)

A systematic investing approach doesn't usually improve returns, but it can help in certain situations.
stocks

2 China stocks we like

Morningstar's Chelsey Tam reveals which stocks and sectors have shone—and which have underwhelmed.
funds

Responsible investment funds notch up decade of outperformance

Beating their mainstream peers on a one, three, five and 10-year basis, a new report reveals.
markets

Global Market Report - 9 September

Australian shares are set to fall as US stocks extended their losses, including a more than 20 per cent plunge in Tesla.
stocks

Telstra’s long-term value

The near-term outlook is uncertain, says Brian Han, but value remains in Australia’s largest telco.
stocks

Grab your console: Investors bet on video game opportunities

The fastest growing segment of consumer entertainment risks being overlooked, according to some asset managers.
stocks

Nikola deal boosts General Motors’ EV credentials

GM’s truck-making tie-up with the Tesla rival is a sound move, says Morningstar’s David Whiston.
markets

Global Market Report - 8 September

Australian shares are set to rise following gains in European markets while US markets were closed for Labor Day.
investing

Morningstar Investing Bootcamp: September 2020

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

Presidential elections don't matter (for investments)

The silly season is upon us.
markets

What next in the hunt for a covid-19 vaccine?

Resurgences in outbreaks make it clear that ending the pandemic requires more than testing, contact tracing, and social distancing, says Morningstar's Karen Anderson
personal-finance

Investing basics: a tale of two markets

Market concentration and the covid-19 recovery, explained. 
markets

Global Market Report - 7 September

Australian shares are set to open the week lower as US tech stocks extended their losses on Friday.
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 4 September.
stocks

Pullback brings stocks closer to fair value

Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
stocks

FAANG stocks after the market rout

Tech stocks took it on the chin on Thursday. Here’s our take on whether tech’s leaders are worth nibbling on.
markets

Too great expectations?

Are you among the 80 per cent of investors who still base their predictions for future returns on past returns?
stocks

Stocks to watch for the dawn of the next Aussie housing cycle

Residential construction will pick up next year and boost the covid-hit economy, says Morningstar’s Grant Slade.
stocks

A new wide-moat company: Workday

The company's ability to retain customers causes us to upgrade our rating.
markets

Firstlinks newsletter - 3 September

A one fund investment for beginners, 5 big SMSF trends, new speculators, COVID means work longer, China-US decoupling, fixed income matrix.
markets

Global Market Report - 4 September

Australian shares are set to plunge as falls in tech stocks pushed Wall Street to its sharpest fall since June and fears of a long recovery hurt sentiment.
stocks

Value investing isn't broken

Over the long term, valuations should still be predictive of returns.
etfs

Defining the universe of sustainable ETFs and index funds

Helping you navigate the diverse and expanding landscape of passive sustainable funds.
markets

Global Market Report - 3 September

Australian shares are set to rise as defensive and value stocks boosted Wall Street.
personal-finance

When risk gets personal

Your personal experiences have likely had a big influence on how risk-averse or - tolerant you are.
retirement

Keating versus Hume: where willy-nilly meets obscene

‘It's your money’ flouts the strict superannuation access rules we have accepted since 1992, and many are putting short-term wants ahead of long-term needs. Is this the best outcome for 2.6 million people?
markets

Avoiding a long-term financial crisis after covid-19

We've safely averted much of what would result in a long-term financial crisis during the covid-19 downturn, write Preston Caldwell and Eric Compton.
personal-finance

Australian investors are younger and more female than ever

Women and younger investors are piling into the stock market, eyeing a stepping stone to future wealth.
stocks

New fair values for Apple, Tesla after stock splits

After adjusting our fair value estimates, both stocks still look rich.
stocks

Morningstar upbeat about Flight Centre's liquidity

The global travel agent’s corporate travel segment held up better than expected, says Morningstar’s Brian Han.
stocks

Three vaccines capable of US authorisation in 2020

We expect most US adults will be vaccinated in the first half of 2021, writes Morningstar healthcare strategist Karen Andersen.
markets

Global Market Report - 2 September

Australian shares are set to open higher as tech stocks helped record gains on Wall Street and stimulus talks boosted sentiment.
stocks

6 stocks for the EV revolution

Electric and hybrid vehicle use is set to grow and several companies in the supply chain have competitive advantages and trade at healthy discounts.
personal-finance

The danger of investing on the big picture

When half-right means entirely wrong.