Morningstar Site Map

The stock market and the economy are not the same. Here's why.

Short term volatility looms as structural change in the global economy continues, according to a survey of money managers, tax specialists and analysts.

The rules around contributions and fund governance are changing.

A new book shines light on the guarded and monstrously lucrative world of raw materials trading. 

Even for people who do not follow sport, it was difficult to avoid the coverage of the proposed European Super League last week.

Australian shares are set to weaken despite another record high on Wall St as tech stocks reported strong earnings.

Tech giants' earnings updates from Q1 have been overwhelmingly positive, and Morningstar has upgraded fair value estimates for Tesla, Microsoft, Apple, Facebook and Alphabet.

If you missed just two of the best market days in 2008 and 2020, your portfolio would be down 12 per cent, writes Ian Tam.

+ 5 timeless investing lessons; Montgomery's 4 juicy themes; mad on Super League; property and bond yields; stop the churn; petshop galahs and Bitcoin.

Morningstar analysts expect both firms to grow but say the market is overestimating their long-term growth potential.

Australian shares are poised to rise at the open amid optimism for commodity prices. 

The oil and gas producer is strategically positioned to take advantage of growing Asian demand thanks to untapped gas resources and world-class infrastructure, says Morningstar's Mark Taylor.

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

What to look for and what to avoid in this area.

With a market cap of around $2 trillion, Apple is too big for investors to ignore. But which investment style does the stock suit? 

Australian shares are set to open higher, bolstered by yet further gains in the price of iron ore.

Can the e-commerce titan resist a hit in market share?

And why active and passively managed funds may move differently in this environment.

These firms stand to benefit from increased adoption of electric vehicles, and they're undervalued.

We are increasing our Tesla fair value estimate to $354 from the time value of money adjustment in our model.

Australian shares are set to edge modestly higher, while the currency surged amid continuing strength in copper and iron ore.

Energy firm still trading at an attractive discount despite the sudden departure of chief executive Brett Redman, says Morningstar.

Special dividends could be on the cards.

Did you invest in an ethical fund last year? New data shows you were far from the only one, writes Emma Rapaport.

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

Australian shares are set to edge higher at the open, bolstered by continuing US enthusiasm for technology shares.

Morningstar's director of manager research Asia Pacific explains our approach to constructing the Fund and ETF model portfolios.

How to find a sustainable fund that addresses the issues you care about.

Every stock market bubble is different, but so are you. 

The move is a chance for the 172-year-old wealth group to put an unpleasant past behind them, says Morningstar analyst Shaun Ler.

Duffy was an investor we rated highly, and his departure is disappointing.

A simple set of rules and principles from the Oracle of Omaha can help you become a successful investor.

The lonely bear travels to a land where everything is perfect and nothing is as it seems.

You're in good company if you don't have a clue what the stock market will do in the next year or two.

The International Energy Agency forecasts renewables to account for 95 per cent of the net increase in global power capacity through 2025.

Australian shares are poised to open lower as US stocks turned negative after a report President Joe Biden may increase the capital gains tax rate for wealthy individuals to 39.6 per cent.

Value has bounced back, but it might be too soon to call it a comeback. Uncertainty has returned to the market, writes Lewis Jackson.

Buffett Indicator v all-in equities; next after +77pc; Biden's sugar hit too far; corporate loans for income; Ralston responds; changing super focus.

EARTH DAY 2021: Why should investors care about deforestation and how can it can be taken into account within an investment portfolio? 

The secret to breaking your bad money habits can be found in Greek mythology, writes Erica Hall.

Do investors need to worry about inflation, and how do you prep your portfolio to protect you from it? Morningstar Investment Management's Dan Kemp explains.

Australian shares are set to rebound and snap a two-day losing skid as global equities rallied both in Europe and the US.

Commercial property sector can look forward to continuing demand for office space, says Morningstar's Alex Prineas.

Why collecting digital art may be at odds with sustainable investing.

Australian shares are poised to drop at the open, amid a global retreat in equities amid concerns about renewed covid-19 infections.

Galaxy Resources is a major holding of Australia’s best performing ETF of 2020.

As both asset classes deliver record gains, we check in on the outlook for investors.

Drawing public lessons from a private fund's problems.

Values-based investing is ultimately up to the investor.

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

To the moon, stonks, and TikTok experts. Being a bear is lonely when the bulls are in town.

Australian shares are set to follow European and US stocks lower at the open. 

The diverging fortunes of active and passive bond managers in 2020 was among the litany of talking points from an unforgettable year.

The move may lend legitimacy to cryptocurrency, but volatility and competition are risks.

Australian shares are poised to extend last week’s advance, on the strength of positive earnings and data from overseas.\n 

Fund outperformance has been driven by handful of holdings, writes Lewis Jackson.

It is ill-advised to change your investment approach frequently, but there are some circumstances in which a change is warranted.

Sheep, sloths, and gorillas.

Amazon.com and ServiceNow are looking increasingly attractive.

The Australian ETF market hit $100 billion this week. Well, not really.

Australian shares are poised to open higher, following a broad record setting rally on Wall Street with the Dow breaching and closing above 34,000 for the first time.\n 

A broader defensive portfolio could include infrastructure, safe-haven currencies, and bank stocks.

Investment tips from Australian equities fund manager Kate Howitt.

Risks in your 60/40; most super runs out; hitting 5%; rebalancing; bond equity correlations; a year in hybrids; China trends; how to sell shares.

We may be at the next inflection point for online learning, writes Morningstar's Michael Field.

Australian shares are set to open lower, delaying a potential record high reset, as US stocks pulled back even as major banks there far exceeded earnings expectations. \n 

Inside the best and worst performing Australian exchange-traded funds of the first quarter.

What is income investing, why is it important and which investors should focus on it? Morningstar Investment Management's Dan Kemp has the answers.

Australian shares are set to open higher as the S&P 500 closed at another record high overnight.

Their economies have astonished; their stock gains, not so much.

Morningstar equity strategist Gareth James discusses the great value rotation, why he believes the Australian share market is overvalued and where opportunities still lie for hungry investors.

Investing is simple, but not easy.—Warren Buffett

Compass Minerals will benefit from higher prices and lower costs.

Put together your own investment portfolio using exchange-traded funds.

Australian shares are set to edge higher at the open despite falls on Wall Street overnight.

Many self-funded retirees will outlive their savings as most men and women now aged 65 will survive at least another 20 years. Compare your spending with how much you earn to see how long your money will last.

By 2030, the online behemoth is tipped to account for 25 per cent of all Australian online retail sales.

But the sector's current tailwinds are likely unsustainable, so investors should prioritise high-quality businesses with stable balance sheets, says Morningstar's Dave Meats.

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

Australian shares are set to follow Wall Street higher as growth stocks again pushed US indices to record highs.

Maybe, but only in small doses at the fringes.

Floods are a reminder of how insurers deal with natural catastrophes

Two brilliant distillations of the inner workings of banking and economics stupefy and enlighten in equal measure.\n 

What to look for as pent-up vacation demand is unleashed.

Making your super survive you; listed residential property; growth of retail investing; innovation wrap; five EM pointers, not-so-super test.

How do companies come to the stock market? Deliveroo IPO's float timetable is a useful illustration of how events unfold.

Australian shares are set to slip despite a record high on Wall Street as softer job figures lifted growth stocks.

But pockets of value still exist, say equity analysts Adam Fleck and Gareth James.

Kate Howitt oversees Fidelity’s Australian Opportunities fund. She discusses her investing approach, the outlook and where she sees value.

When individual-investor communities, not institutions, drive security pricing.

Australian shares are set to rise following gains on Wall Street as investors welcomed the reiteration of the Fed’s dovish stance on low rates.

Several superannuation thresholds will be indexed from 1 July 2021, and it's critical to check the new opportunities to put more into the tax advantages of super. Some of the calculations are tricky, others easy.

Despite the covid disruptions the speciality dairy producer is set to leverage its strong brand and pricing power, says Adam Fleck.

The separation at the energy provider reflects societal changes and will be broadly value neutral, says Morningstar’s Adrian Atkins.

Goldman Sachs's Laura Destribats talks about the millennial investment trend, and why tech and experiences are so important to this generation.

Morningstar's Ruth Saldanha and Samantha Lamas explain why following the herd isn't always the right mentality.

The Australian share market is set for a flat opening following a dip on Wall Street as earnings reports offset expectations of more healthy economic news.

Remember that the returns on speculative assets like Bitcoin are high risk

The big banks are expected to lead the charge as companies in general enjoy more robust balance sheets, writes Nicki Bourlioufas.

How one newbie trader got himself entangled with the taxman.

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

Australian shares are set to rise following strong gains on Wall Street last week as tech stocks soared against a backdrop of recovery optimism.

Which companies stand out when it comes to putting their money to work?

Higher commodity prices today are unlikely to become a long-term trend, says Morningstar’s Mathew Hodge.

What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people.

Cathie Wood's ARK Invest is causing a sensation in the US with its thematic ETFs but accessing them means jumping through a few hoops. 

Steve Johnson explains why Forager Funds Management has bought and held Enero, SG Fleet and Zebra Technologies and why they're poised for further growth.

Decarbonisation, renewable energy, and ethical investing are increasingly urgent issues for asset managers and investors alike. But how do you play it?

Personnel issues and lax risk controls loom large, writes Morningstar analyst Robby Greengold.