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personal-finance

4 things to keep in mind about sustainable investing in 2022

And four ways that it's having a broader impact on the world.
stocks

The 10 best wide-moat US stocks of 2021

Do any of this year’s top performers have gas left in the tank for 2022?
markets

Global Market Report - 31 December

Australian shares are poised to start today's shortened trading session lower.
markets

Global Market Report - 31 December

Australian shares are poised to start today's shortened trading session lower.
personal-finance

Lessons from the time I gave investment advice

From the Archives: Learning from the school of hard knocks.
stocks

Taking off? 2021's biggest global IPOs

It's been another busy year for floats, but not all have been huge successes.
markets

Global Market Report - 30 December

Australian shares are set for a modest rise at the open with US shares mostly rising in a choppy session. 
markets

Global Market Report - 30 December

Australian shares are set for a modest rise at the open with US shares mostly rising in a choppy session. 
markets

Global Market Report - 29 December

US stock indexes were mixed Tuesday, a day after a record close for the S&P 500 amid lower liquidity in the last days of the year.
markets

Global Market Report - 29 December

US stock indexes were mixed Tuesday, a day after a record close for the S&P 500 amid lower liquidity in the last days of the year.
funds

In defence of Magellan: Editor's Note

A stumble or two should not send a man to the gallows.
stocks

Retail investors cool on BNPL as growing pains set in

More competition and share price troubles send investors looking for greener pastures.
markets

Global Market Report - 24 December

The ASX is poised to jump as the S&P 500 notches a new record.
markets

2021: A good year for investors (all things considered) - Firstlinks newsletter

+ When I'm 64 but has investing changed? Hamish Douglass Part 2; Christmas Grinches; Get the Health Card; Precarious predictions; REITs; Fixed income.
funds

How green is your fund? Beware of greenwashing

Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
personal-finance

When I’m 64: the year traditional investing looked old

Long gone is the time when investing was finding traditional value stocks making profits.
markets

FOMO powered crypto in 2021, but what's next?

Institutional interest has stepped up this year as prices have soared.
markets

Why the US stock market has (recently) been exceptional

A bet on American ingenuity is a bet on the continued success of the technology sector, writes John Rekenthaler.
markets

Global Market Report - 23 December

The ASX is set to rise in line with a rally on Wall Street amid good news regarding Omicron.
funds

Are star fund managers a blessing or a curse?

When stars vanish: A look at key person risk
funds

ARKK: An object lesson in how not to invest

There's a massive gap between reported total returns and investors’ actual results.
stocks

"A bump in the road" as Magellan loses major client

New products, lower fees and a portfolio of undervalued stocks set to help the fund manager right the ship. 
retirement

Experts warn retirees to plan for higher inflation

Countering the effects of inflation should be an important focus of retirement plans.
markets

Global Market Report - 22 December

The ASX is set to tick up as Wall Street rebounds after three days of losses.
retirement

How inflation and valuation affect safe withdrawal rates

The first five to seven years of retirement set the tone for withdrawal rates.
stocks

CSL shares on offer at a discount ahead of acquisition

Morningstar also raises CSL's fair value estimate as the US dollar strengthens.
markets

Global Market Report - 21 December

The ASX is set to edge up as fears over Omicron dragged down global share markets and oil.
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 17 December.
markets

10 charts to farewell 2021: Charts of the year

Working from home, inflation and the curious case of the Australian home.
markets

Global Market Report - 20 December

The ASX is set to fall after weakness overseas as investors weigh higher rates and Omicron.
retirement

What if I’m behind on saving for retirement? Editor's Note

There’s a path forward, no matter when you start your retirement-plan contributions.
markets

Why markets jumped as central banks turned hawkish: Explained

Investors are betting central banks can lower inflation without hurting growth.
personal-finance

Morningstar Summer Reading List 2021/22

Morningstar staff recommend a lineup of summer reading covering topics such as leadership, politics, economics, investing and psychology.
markets

Global Market Report - 17 December

Australian shares are on track to edge up as Wall Street falls amid a selloff in US tech.
stocks

Fortunes set to reverse at A2 Milk: Morningstar

Analysts forecasts a2 Milk Company to recover revenue losses in China.
funds

Under the hood of Australia’s climate tech funds: CLNE ERTH

Two takes on the climate change and clean energy thematic.
stocks

Meme stocks: Where are they now?

On average, the stocks in this group are down roughly 72% from their 2021 highs.
markets

US inflation: A fascinating and unique moment for investors - Firstlinks newsletter

+ Hamish Douglass explains and warns; Don Stammer X-Factor; Noel Whittaker 10 tips; Big global trends for 2022; Sell home for aged care; Fixed interest.
funds

Hamish Douglass on why the movie hasn’t ended yet

The focus is on Magellan for its investment performance and departure of the CEO, but Douglass says the pandemic, inflation, rising rates and Middle East tensions have not played out.
markets

Global Market Report - 16 December

The ASX is set to rise in line with Wall Street where markets cheered the Fed’s hawkish turn.
stocks

Global IPO outlook 2022: Who's floating next?

After a turbulent 2021 for IPOs, we look ahead to 2022's expected floatations, reviewing the good, bad, and downright ugly of public listings.
funds

Has Vanguard lost its way?

The Vanguard of today is different to the company that its founder Jack Bogle built
markets

Global Market Report - 15 December

The ASX is poised to fall in line with Wall Street as investors watch Omicron and the US Federal Reserve.
stocks

4 charts on Apple's $3 trillion market cap

As Apple nears this milestone, what does it look like to be a $3 trillion stock?
stocks

Deutsche axes Chi-X US share product

Deutsche Bank has terminated its Chi-X quoted US securities product and will return funds to investors.
markets

Oil investors have decades ahead of them: Morningstar

Peak oil is still years away.
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 10 December.
personal-finance

Asset allocation for retirees: What will the future bring?

The case for a balanced portfolio.
markets

US inflation is going to get worse before it gets better

Despite the big rise in November CPI, the upward pressure on prices should unwind in 2022.
markets

Global Market Report - 14 December

The ASX is poised to fall in line with Wall Street as investors weigh the end of easy money.
markets

4 lessons from decades of market returns: Charts of the week

Thirty years of performance data is reason for cautious optimism.
markets

Global Market Report - 13 December

Australian shares are set to rise after the S&P 500 defied rising prices to close at a record.
personal-finance

Your year-end portfolio review

In six easy steps. 
investing

What role should Bitcoin play in your portfolio?

And how does it match up against gold?
stocks

Years of demand remain for Australian coal producers

Australian miners to be among the last standing as coal use fades.
markets

Market Index Performance | November 2021

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

Global Market Report - 10 December

Australian shares are set to slip in line with weakness on Wall Street.
stocks

Early days for Woodside's $7b new energy spend

Morningstar remains neutral on Woodside’s announcement of its clean energy investment plan.
stocks

Investors to see benefit in sliding Aussie dollar

Companies with overseas revenue get a boost from a weaker dollar.
personal-finance

It's probably time to rebalance your portfolio

If it's been a while since you last looked at your portfolio weightings, you may need to make some adjustments.
markets

Searching for investments to last a lifetime - Firstlinks newsletter

+ 20 punches for the long term; Retirement good news; Small stocks with big futures; 5 biotech trends; Gold and inflation; Three pillars; Banks thrive.
stocks

Chinese equities offer value, but risks lie ahead

Regulatory changes led to a mass selloff of Chinese equities throughout the year.
stocks

Inflation won’t slay REITs

Higher inflation may actually be beneficial for some in the property sector.
personal-finance

20 punches: my personal investments are not a forecast

I prefer not to make market forecasts but I need to take personal investment decisions. I'm expecting a stockmarket fall in 2022 as central banks tighten policies but the mainstays in my portfolio will not be sold.
markets

Global Market Report - 09 December

The ASX is set to open lower as Wall Street notches another advance.
stocks

Booted from the ASX 200: Kogan fall from grace deepens

But investors have an opportunity amid the online retailer’s decline, says Morningstar.
personal-finance

Year-end portfolio rebalancing: What you need to know

Rebalancing your portfolio is one of those beneficial habits that’s easy to let slide. But year-end is an ideal time to check how your portfolio is tracking against your target asset allocation. 
markets

Global Market Report - 08 December

The ASX is set to jump amid a global rally as fears about the Omicron variant receded for now.
investing

Morningstar Investing Bootcamp: December 2021

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

Steady as she goes despite exit of Magellan CEO

Morningstar maintains fair value with Hamish Douglass still in the picture.
stocks

Volkswagen tipped to outsell Tesla on EVs

The mass-market automaker is making a strong transition to electric vehicles. 
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 3 December.
stocks

2 cybersecurity stocks well-positioned amid increased ransomware attacks

These stocks can be on investors’ watchlists as organisations spend more IT security dollars.
etfs

3 lessons I learned from a high-risk ETF

ARK Invest’s flagship offering might not be for me, and that’s okay.
markets

Global Market Report - 07 December

The ASX is set to rise after Wall Street jumped amid positive news about Omicron's severity.
markets

How the Omicron variant is infecting markets: Charts of the week

Equities, oil and bond yields are all down.
markets

Global Market Report - 06 December

The ASX is set to rise after US stocks and bond yields fell Friday amid weakness in the tech giants.
retirement

Better stocks than bonds in retirement

History's lesson is straightforward: the more stocks, the merrier.
funds

3 quality names from Stewart Investors

The gold-rated fund manager shares three ideas with long-term potential.
etfs

The rise of active management in a passive world: Editor's Note

Just because it says ETF on the tin doesn't mean the fund operates in the tradition of Buffett or Bogle.
markets

Global Market Report - 03 December

The ASX is set to rise after a strong lead from Wall Street.
stocks

The FAANG market is fading

The impact of the largest stocks on the market has lessened and that could be good news for investors.
markets

Where good pension policy runs into politics - Firstlinks newsletter

+ Multi-asset investing; Next big thing; Dodgy SMSF stats; Montgomery; Reader tips; Three big prices; Infrastructure; Green hydrogen; Property claims.
markets

November market wrap: Inflation, miners and the return of virus fears

Five charts to sum up the month.
markets

Global Market Report - 02 December

The ASX is set to fall as news Omicron reached US shores reversed a rally on Wall Street.
markets

Silver linings for investors amid the climate stalemate: COP26 debrief

Long-term investor sees opportunities where businesses are moving towards a zero-carbon future faster than governments.
stocks

Most shareholders won’t see benefit in Westpac buyback: Morningstar

A falling share price dents the offer's attractiveness.