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We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 26 February.

Australian shares are set to rise following a US tech-stock rally last week, which occurred despite a rise in bond yields as inflation fears linger.

Paid ad or genuine advice? Young investors should beware social media's self-proclaimed finance gurus, writes Emma Rapoport.

The consumer remained king during the pandemic, if the results of companies reporting in the final week of earnings were anything to go by.

Take the pain out of spending less and saving more with these mental hacks.

Marcus Padley on a dog's life for analysts; bubble trouble; value v growth; global v Aussie; FANMAGs; young investors; aged care; defensive equities.

Australian shares are set to follow Wall Street lower as tech-related stocks remained under pressure following a rise in US bond yields.

The biggest takeaway from that period is not to panic when the market tumbles.

Are dividends as important as you think? Holly Black offers some reasons to consider moving dividends down your investment priority list.

Why doing a whole lot of nothing might be the ultimate contrarian approach.

A big bet on Alibaba and a dash for cash brought Hamish Douglass’s good work undone.

Australian shares are set to follow Wall Street higher after Jerome Powell dampened inflation fears and a tech sell-off eased.

Whitehaven Coal, Z Energy, and Beach Energy are among the 10 energy stocks under Morningstar coverage trading at big discounts.

Australian shares are set to fall following a mixed night on Wall Street amid a tussle between ‘covid stocks’ and reopening plays.

Given the crippling effects of covid-19 on economies all over the world in 2020, one would expect to see negative stock-market returns in most countries. Happily, this was not the case.

A little learning is a dangerous thing, writes John Rekenthaler.

From ETFs backed by bullion to miners with more upside potential - here's how to get yourself some gold.

If the US is to stage a recovery by mid-year, it will need the consumer services sector to fire, says Morningstar's head of economic research Preston Caldwell.

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

Australian shares are set to rise despite a mixed night on Wall Street as rising Treasury yields spurred valuation concerns.

Morningstar columnist John Rekenthaler gives his take on 4 arguments for abolishing stock shorting in the wake of the GameStop saga.

Central banks will take a cautious approach to tightening and so should investors in their search for yield, writes Anthony Fensom.

Low rates, government subsidies and pent-up demand are offsetting high unemployment and low immigration, writes Nicki Bourlioufas.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 19 February.

Australian shares are set to fall following a mixed end to trading on Wall Street last week as cyclicals shone and big tech retreated.

The cryptocurrency frenzy seems to brush aside an old investing rule: know what you’re getting into.

Banking and mining heavyweights boosted shareholder payouts and are forecasting improved earnings as the economy recovers, writes Prashant Mehra.

Morningstar's Brian Han weighs up News Corp's deal with Google and examines the effect of Facebook's decision to block content from Australian media outlets.

Active managers are poised to grab a bigger piece of the $80bn exchange-traded pie but hurdles remain.

Fourth quarter filings reveal surprise changes in the legendary investor's portfolio.

We reveal how the ultra-popular Ark Innovation fund stacks up on 11 measures of equity risk.

Eventually, exchange-traded funds will eclipse managed funds and become the industry standard, writes John Rekenthaler.

As the cryptocurrency hits a new record price, Larissa Fernand explains the technology behind it, and how it compares to conventional money and gold.

Australian shares are set to follow Wall Street lower as tech stocks slid and poor jobs data suggested a fragile recovery.

Quay Global Investors' Chris Bedingfield explains how self-storage, data centres and industrial property can offer diversification and growth.

John Rekenthaler's Wall Street Checklist covers the fees, costs and complexities you need to know before you hand over your money.

Airtasker and Nuix are two key IPOs on the ASX this year after a mixed 2020 for new listings.

RBA spoils retiree income; Jane Hume on super; decumulation changes; consumer stock picks; Marks and tax; financial advice; retirement strategies.

Australian shares are set to follow Wall Street lower as inflation fears spurred a retreat from tech stocks.

The dating app operator has got a lot of buzz for its CEO, the youngest female leader of a public company in the US, yet it enters a crowded market, writes Margaret Giles.

Households and businesses are in good shape and vaccine-driven herd immunity will propel growth, writes Preston Caldwell.

Morningstar is looking past the reported net loss to increased use of the company’s flagship spray-on skin therapy.

Australian shares are set to fall despite another record for the Dow as investors cheered the prospect of more stimulus.

Uniti Group and Nextdc are among the companies that SG Hiscock's Hamish Tadgell says have flourished during the pandemic.

Morningstar’s ESG indexes’ strong record is about more than just sector bias, writes Dan Lefkovitz.

Nominees showed an ability to deliver quality, high-performing investments in a particularly volatile market.

Australian shares are set to rise despite the closure of US markets as European stocks flirted with one-year highs.

Larry Fink turns up the environmental-social-governance dial in his annual missive to CEOs. We think BlackRock means business. 

2020 was meant to be the dawn of autonomous vehicles, so where are they?\n 

Subdued economic growth, a squeeze on profits and a low cost of capital have boosted the chances of more tie-ups, writes Nicki Bourlioufas.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 12 February.

Hamish Tadgell of SG Hiscock explains the portfolio changes he’s made in a bid to capitalise on the shift.

Australian shares are set to rise following a record on the S&P 500 last week and a sell-off in tech stocks as fiscal aid looms.

Financial heavyweights, Telstra and property companies reported better-than-expected earnings, in a sign that the worst effects of the pandemic are behind us.

The exchange-traded fund sector is as diverse and popular as ever, not to mention swollen with investor funds.

Adopting mental shortcuts can help you stick to a budget.

Renewable energy, food and industrial champions are key to China's progress in the Year of the Ox, an animal associated with reliability, prosperity and patience, writes James Gard.

Australian shares are set to weaken despite modest gains on Wall Street as Joe Biden's China warning dimmed sentiment.

The pandemic has accelerated Australia's sustainable investing boom with over $4bn added to the sector over past 12 months.

The casino giant may have lost this hand but it'll be back to the table, says Morningstar.

Why $100bn in ETFs? Retirement portfolio rebalance; higher rates and equities; attack and defense; inequality and taxes; whither Europe and GameStop.

Australian shares are set to weaken following mixed results on Wall Street, including meagre gains for tech stocks.

The enthusiasm for blank check companies continues in 2021, and Morningstar Pitchbook finds that EVs and Mobility Tech could benefit.

But the cloud-based data-warehousing company is racking up big operating losses as it does so, writes Julie Bhusal Sharma.

Which pandemic-related trends have already passed, and which ones might be around the corner?

Australian shares are set to rise as shares on the tech-heavy Nasdaq extended their gains.

Cannabis stocks rally massively on senate majority leader Schumer’s push for major legislation.

Here's what you have to believe to justify the eye-popping value that the market is placing on the company's stock

Record flows and closures were among the major milestones.

Australian shares are set to fall despite record gains on Wall Street, fuelled by stimulus and vaccine prospects.

Morningstar indexes reveal the extent of US technology dominance, writes Dan Lefkovitz.

Healthcare stocks are among those tipped to weather any sell-off better than others, writes Nicki Bourlioufas.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 5 February.

Australian shares are set to rise following strong gains on Wall Street last week as stimulus, earnings and vaccine progress boosted sentiment.

The brightly coloured online ‘disruptors’ are finding it hard to beat the wide moat big boys of conventional banking.

The pandemic has not been all that bad for ASX-listed companies, if you go by the results unveiled in the first week of earnings season.

The battle between the Reddit army and hedge funds is nothing new—the question is will regulators be willing to step in, says Morningstar's John Rekenthaler.

There's more to investing than GameStop and Robinhood.

These names from the Morningstar Exponential Technologies Index are trading at 4- and 5-star levels.

The cryptocurrency has soared, so it's no wonder investors want a piece of the action. Should you invest? Maybe—but keep it to a minimum.

Australian shares are set to rise following record gains on Wall St overnight as strong results and job data lifted sentiment.

\nIncreased borrowing, loose monetary policy and a strong housing market support a shift into value and cyclical stocks, writes Chris Watling.\n

The silver-rated fund is now under review following a reshuffle at the famed investment house.

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

Despite transitioning to the role Executive Chairman, Bezos will remain actively involved with the company.

Record property prices; Reddit v hedge to the moon; MFS CIO interview; 7 charts to watch; retiree struggles; WFH v office; innovation wrap; IPO bounce.

Australian shares are set to open weaker despite gains on Wall St, which included a strong result from Alphabet.

Retirees or those close to it are courting serious risks by standing pat with too-aggressive portfolios, writes Christine Benz.

Competition is fierce for fast fashion retailers such as Asos, H&M, Zalando and Inditex. Morningstar analyst Jelena Sokolova takes a look at the sector.

Investors should treat with caution company results and keep in mind the covid fallout, says Peter Warnes.

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

Morningstar has compiled a handy list of more than 150 companies under coverage that will release results this month.

Maybe, but there were other factors at play, writes Morningstar’s Katherine Lynch.

Investing can be boring, confusing and frustrating—it shouldn't feel like a game, says Morningstar analyst Jeffrey Ptak. 

Australian shares are set to follow Wall Street higher as US tech shares rise and retail traders switch focus to silver miners.

If stock prices become irrational, hedge funds rather than individuals stand to benefit, writes John Rekenthaler.

These 11 travel and leisure stocks are set to benefit if pent-up demand gets released.

Volatility can be around any corner, says Morningstar director of personal finance Christine Benz.

And the longer inflation remains down the higher price-to-earnings ratios may go, writes Nicki Bourlioufas.