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The long list of requirements on trustees just got longer.

We take a fresh look at Tesla with updated projections for electric vehicle adoption and higher profitability.

Australian shares are set to fall after Wall Street closed lower. All three indexes in New York held onto monthly gains.

Private equity buyers might be enticed back after share price plummets.

The ASX is set to rise after growth stocks took the S&P 500 to a new record and the Fed stressed Friday that tapering bond purchases won't impact any later decision to raise rates.

Investors lose interest with many CHESS Depositary Interests over time.

Risk management isn’t about what’s most likely to happen, but about protecting yourself against the worst that reasonably could, writes Alec Lucas.

Probably not, based on the performance charts.

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

The ASX is set to start the week higher after the S&P 500 notched its first close above 4,500 and the Federal Reserve reaffirmed it would begin reducing economic support later this year.

Consumer-focused businesses dominated the last major week of company results. Stronger earnings were offset by weaker outlooks.

As markets have rallied to new highs amid Covid doubts, investing patterns have changed.

But remember, these are achievements of the past. Next year is likely to be an entirely different story.

+ 5 stocks that worked well; Franking credit clarity; Tax reform favourites; Thematic ETFs; New trading services; EMs primed; First Home Super Saver.

While replacing stamp duty with a land tax seems attractive, the reform picks favourites and not everyone will welcome the changes.

Australian shares are set to open lower as the US market slumped on the news of a terror attack at Kabul airport.

Morningstar outlines what Afterpay shareholders need to keep in mind before the acquisition.

These undervalued stocks are among the holdings in Berkshire Hathaway today.

Morningstar has developed a three-tier taxonomy for classifying thematic funds to help investors make sense of this expansive and diverse universe.

The ASX is set to start the session lower as a rebound in cyclical stocks led Wall Street higher.

Spark Infrastructure deal narrows listed utility options for investors say analysts.

The ASX is set to rise and continue its recovery from last week’s sell-off after the S&P 500 and Nasdaq closed at new records.

International and local names to consider for your portfolio.

The unification of the company's dual-listed structure could make ETF investing in Australia even more exposed to sector-concentration risk.

The ASX is set to edge higher after a rally on Wall Street sent the Nasdaq to an all-time high and the US gave full approval to the Pfizer vaccine.

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

Often criticised for their risk-return imbalance, funds focused on an investment theme have taken off in the pandemic.

Post-merger Woodside would be well positioned to deliver on the value we've seen for a long time, say Morningstar analysts.

Decimal point differences in fees become tens of thousands of dollars long term.

The ASX is set to start the week higher after a positive lead from Wall Street, where all three indexes closed higher Friday after a week of losses.

Equity markets are caught between slowing growth and tapering central bank stimulus, says Morningstar head of equity research Peter Warnes.

A busy week of results was overshadowed by a giant merger and the weakening economic outlook.

Take the cash or reinvest the dividends? We explore the pros and cons of dividend reinvestment.

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

If you've got time on your side, invest as much as you can, on a regular basis, in simple, well-diversified portfolio.

Focus on what you're good at. If you have no insights on macro themes or market trends but can spot a great company, that should be your emphasis.

+ 3 forever best tables: Emma Fisher's stocks; Noel's TBC; 6 SMSF tips for FY22; Ruthven; Investor changes; RBA dove Fed hawk; luck v skill; Podcast.

SPACS and start-ups may not be the best way to capitalise on growing EV adoption, Morningstar analysts say.

These funds invest sustainably and have the potential to outperform their peers.

The ASX is set to open higher after a mixed session in New York where cyclicals slumped and tech increased.

Modest benefits for investors amid reshuffles in the oil & gas sector.

Fund managers have had different responses to Beijing's latest regulatory changes, which have hit share prices of tech and education companies.

We think shares in Qantas screen as attractive despite persistent lockdowns and travel bubble suspension. 

Australian shares are set to open lower following a downward lead from Wall Street, where the Federal Reserve’s July minutes suggested its support could begin to taper this year.

From one high-priced name to another, Morningstar analysts say Afterpay’s new owner is among the most overvalued names in the world.

The order of when things happens has implications even from the start.

A personal journey through sustainable finance.

Fossil fuels won’t be in the vanguard. The winners will be the industrial metals needed to electrify society, writes Anthony Fensom.

The ASX is set to open lower after Wall Street slumped and bearish US retail sales added to investor concerns about slowing growth.

US value stocks lose steam as tech regains ground.

Morningstar's cost of equity already incorporates higher interest rates.

Morningstar makes changes to the active funds under coverage.

The ASX is set to open higher after Wall Street notched record highs and new data showed the Chinese economy slowed faster than expected in July.

But the sector lacks uniformity, says Morningstar's Christopher Franz. 

We look at the initial market reaction to this round of earnings announcements.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 13 August.

The balance between retail and institutional participation has always been difficult and is likely to remain that way.

The ASX is set to start the week lower. Wall Street edged higher Friday while July data showed US consumer sentiment slumped to its lowest level in a decade.

Our monthly update detailing the short- and long-term performance of major indices.

Once the vehicle shortage is resolved, inflation should be back on trend.

Financial heavyweights, utilities and Telstra have delivered record shareholder returns as earnings rebound

With yields at historic lows, older investors are being forced to look beyond traditional sources of income. 

+ Your retirement survey results; 6 Covid stocks; Bonds v shares; Do nothing is good advice; New property megatrends; Ezra comments; Reporting season.

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement.

The ASX is set to rise after the S&P 500 closed at record a high for a third day running.

The order of when things happen can be your friend or your foe.

An elevated share price and a buyback offer a profitable exit for those investors overweight banking.

Jeremy Grantham talks plastics, 'merchants of doubt', and what individual investors can do about the environment, with Morningstar CEO Kunal Kapoor.

The ASX is set to edge higher as the Dow and S&P 500 hit new highs and data showed the pace of US inflation moderated in July.

Higher wholesale electricity prices bode well for AGL, according to Morningstar senior equities analyst Adrian Atkins.

Every cent counts if 'there is no alternative' to equities.

Travel, online retail and buy-now-pay-later firms are among the most shorted stocks on the ASX.

The momentum of sustainable fund launches has lifted significantly since 2015.

Asking how well your holdings are doing their jobs is a starting point for trimming your portfolio.

The ASX is set to move higher after the Dow hit a record high and the US senate passed a $US1 trillion infrastructure package.

Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.

Copper and iron ore have benefited materially from China’s stimulus and the developed world recovery. But Morningstar analyst Mat Hodge see these benefit as transitory.

Fairly valued Twitter an outlier among FAANGs.

The ASX is set to rise after a mixed session on Wall Street. Energy fell and US bond yields rose as investors balanced concerns about delta with the strong US jobs report.

But don't forget about currency, regulatory and political risks, writes Nicki Bourlioufas.

As the Tokyo Olympics come to a close, Chinese viewers are looking at the national jersey differently.

We take a visual look at cost overruns, medal tallies and the curious case of San Marino.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 6 August.

The ASX is set to rise as Wall Street notched new records. A strong US jobs report beat expectations and reignited optimism over the economic recovery.

ASX-listed companies have unveiled robust results in the first week of earnings season but covid clouds loom over the horizon.

A slump, then a sharp rise and a sign of things to come. How the retail broker is shaking up IPO trading.

+ Douglass on corrections and crypto; Buffett on fair society and luck; Work until death; Reader Survey on retirement; Commercial property; 10 big ideas.

Imagine it is 24 hours before you are born and you can set all the rules. One catch: you don't know which of the nine billion people on earth will be you.

The ASX is set to move slightly higher after the S&P 500 closed at a record high. Iron ore prices fell below $US175 overnight.

We believe the transaction has a high chance of succeeding.

Three undervalued Chinese names for your portfolio.

A tighter ‘curfew’ on Chinese youth will have minimal impact on Tencent’s gaming empire.

The ASX is set to edge down as Wall Street ended mostly lower after data showed the US economy added fewer jobs than expected in July.

These fixed-income-focused exchange-traded funds all earn Morningstar medals.

Understanding the basic terminology is a good place to start.

The country’s new order to strip them of the ability to make a profit may hurt worse than a near-term correction.

India and Taiwan record strong performances in a difficult year for many Asian economies.

The ASX is set to open higher after the S&P 500 notched another record close. The Reserve Bank vowed to continue with its plans to reduce bond buying after its Tuesday meeting.

Smaller competitors must consolidate to stay alive, say Morningstar analysts.

These undervalued wide- and narrow-moat names were recently added to the Morningstar Global Markets ex-US Moat Focus Index.

The industry still has significant growth potential.

Pay attention to half-yearly results but don't give them more weight than they deserve.

Is one of the biggest sponsors of the Olympics positioned for an all-electric future?

Australian shares are set to edge down, as shares on Wall Street closed mostly lower. Investors await today’s policy statement from the Reserve Bank.

The lesson learned by translating yesterday's dollars.

We believe these global companies can take advantage of rapid electric vehicle growth.

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

We take a visual look at asset flows into the ETF sector.

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

Australian shares are set to open higher as earnings season kicks off. Wall Street was dragged lower as tech-giant Amazon tumbled after forecasting slowing sales growth.