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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 29 January.

Australian shares are set to fall following losses on Wall Street last week as vaccine data disappointed and the GameStop fallout weighed.

Recent events suggest there are two types of people in finance today: the trading app hares and the income-investing tortoises.

Don't put your savings on the line trying to guess what the herd will do next, as we saw with GameStop this week.

The sector's expensive overall, and some valuations are downright alarming, writes Brian Colello.

We explain what a short squeeze is and how it works.

How individual investors are changing the dynamics of a well-known strategy from the institutional investor playbook.

Australian shares are set to rise as Wall Street rebounded on strong earnings results and a cooling in short squeeze fears.

Retirees require stocks' growth potential, but they need a cash and bond buffer, too.

Before you turn intention into action, read this. It will help you channel your impulses, writes Larissa Fernand.

Part of the fund manager's job is to raise money from investors, and with years of practice, a few good stock stories and an educated guess on the future, it's not hard to present well. That's a problem for investors.

Loving stock stories and funds; Buffett win and lose; themes for 2021; investors Breaking Bad; retiree SG increases; buying banks; home affordability.

Australian shares are set to follow Wall Street lower as a fall in Boeing and a short squeeze failed to offset the Fed keeping rates near zero.

Here's how these companies shifted their thinking in 2020 to reflect pandemic-driven consumer trends.

What is the outlook for commodities as the world gears up for economic recovery? Can oil continue its recent rally or will bumps in the road mean that gold has another strong year?

Rebecca Jiang, manager of the JPMorgan China Growth & Income Trust, looks at why Chinese stocks soared in 2020 and whether the trend can continue.

Australian shares are set to weaken despite gains on Wall St, including strong earnings results from US blue chips.

The ESG transformation we expected to come to Asia is now very much under way, writes Aberdeen Standard Investments' Paul Lukaszewski.

Redpoint's chief executive and portfolio manager Max Cappetta tells Lex Hall why he's got his eye on JB Hi-Fi, Goodman and Reliance Worldwide in 2021.

Analysts have upgraded their earnings forecasts and price targets for several iron ore miners as the commodity continues to surge.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 22 January.

Australian shares are set to rise ahead of the Australia Day public holiday. The ASX will trade four days this week with markets closed on Tuesday.

Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.

Computer game use has increased during covid-19 confinement, which is good news for publishers, but perhaps not for parents. 

Billionaire investor Warren Buffett had a mixed year by his standards, with some winners such as Apple and Snowflake balanced by banks and energy.

Australian shares are set to open lower as the Biden administrations takes control of the US government and European shares lose steam.

Redpoint CEO and portfolio manager Max Cappetta looks at the dividend potential of large-cap names, the resilience of Qantas, and the local tech landscape.

Rebalancing your portfolio allows you to 'buy the dip’, writes Sachin Nagarajan.

Investing can be complicated, but common portfolio guidelines can be a good starting point.

Biden bounce; income from shares; retiree benefits; new US/China front; how fund managers build FUM; gold outlook; cut out the 'millionaire'.

Australian shares are set to rise as the inauguration of Democrat Joe Biden as US president pushes Wall Street to a record high.

A look at the tools the president can wield and the public policy he might pursue.

The surge that confounded the experts.

Demand for covid-19 vaccines has seen interest in pharma stocks soar, but Morningstar analysts think this is a temporary trend.

Stocks still look cheap across all subsectors, especially oilfield services and refining, says Morningstar analyst Dave Meats.

Australian shares are set to edge up following gains on Wall St as investors welcomed Janet Yellen's push for more robust stimulus relief.

The $2.3bn conditional offer is a healthy premium for Australia’s largest waste manager, says Morningstar analyst Grant  Slade.

What are the rewards and risks of using this technology?

Despite regulatory uncertainties, the Chinese internet behemoth is still attractive, writes Morningstar analysts Chelsey Tam and Iris Tan.

The jury is divided on how robust the recovery will be but there are ways to make the most of it, writes Anthony Fensom.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 15 January.

Australian shares are set to rise as global markets held steady and US markets closed for a public holiday.

Australian shares are set to fall as losses among US banks and energy stocks forced Wall Street lower at the end of last week.

Prices for commodities used to create renewable energy systems have rallied and several Australian companies could benefit, writes Nicki Bourlioufas.

Structural factors such as competition and fuel costs make it difficult for carriers to generate excess returns.

A handful of US tech companies have ‘astronomical’ valuations, according to a Morningstar report.\n 

Five steps to carefully create and cultivate your saving goals.

Morningstar's head of policy research Aron Szapiro explains what sort of changes a Biden government will make and how they will affect company valuations.

Collectibles are everywhere, from old cars, to sneakers, to wine, to cards and anything old and prized. But even if a collectible once attracted thousands of followers, what happens when the fans lose interest?

Australian shares are set to edge higher despite losses on Wall Street as poor job figures overshadowed covid stimulus measures.

Our goals can only be reached through a vehicle of a plan, which we must fervently believe, and upon which we must vigorously act. There is no other route to success.—Pablo Picasso

Someone's sitting in the shade today because someone planted a tree long time ago.—Warren Buffett

Having a plan can help you achieve better investing outcomes. An investment policy statement is just that – a plan for investors. At its most basic and useful, the statement documents the parameters of your investment plan: the asset allocation framework

Freight-rail, building temperature efficiency, and carmaking are among the sectors Aviva Investors' Jaime Ramos Martin has his eye on.

 Dividend investors had a hard time in 2020, but Morningstar analyst Dan Lefkovitz think the outlook is brighter for the year ahead.

Here are some simple investing strategies for those resolving to streamline their portfolios in the new year.

Watch your collapsibles; best and worst funds; Noel on patience rewarded; Grantham on the bubble; inequality and investing; how did your stocks go?

The spray-on-skin maker reported flat revenue, but the future is bright, says Adam Fleck.

“On average, 90 percent of the variability of returns and 100 percent of the absolute level of return is explained by asset allocation.”—Roger Ibbotson

Australian shares are set to edge up following meagre gains on Wall Street as stimulus uncertainty roils investors and impeachment proceedings begin.

The effects are likely to be minimal for the companies we cover, writes Morningstar US equity analyst Ali Mogharabi.

Australian shares are set to fall following scarce gains for Wall Street blue chips as investors looked to small caps to help fan a recovery.

Tech is expensive overall, while a subset of names have alarming valuations.

Covid will create a $52bn vaccine and treatment market and usher in immunity by 2023, writes Morningstar's Karen Andersen.

These names have shone but as bubble warnings grow louder their frothy valuations and lack of competitive advantage may concern. 

Australian shares are set to edge higher despite falls on Wall Street as investors trimmed profits amid uncertainty over US politics.

The Australian dollar is tipped to flirt with five-year highs this year, writes Nicki Bourlioufas.

Morningstar Investment Management's Dan Kemp reveals the three investment themes on his mind for the year ahead.

2020 was a dire year for dividend investors, but a bounceback in value stocks could mean equity income stocks are well positioned for the long-term.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 8 January.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

Australian shares are set to rise following records on Wall Street last week as investors cheered the size of pandemic stimulus.

Growth was the place to be through the covid-19 pandemic while value managers couldn't catch a break.

Cash has been king this year as savings balances swell and the economy wobbles, but it's not a great long-term proposition to reach your goals.

Amid this week's tumult it was easy to miss the warning of an 'epic' stock bubble and what to do about it.\n 

Innovation was the name of the game, writes Vikram Barhat.

Australian shares are set to rise as Wall Street notched another high, buoyed by the prospect of more stimulus under a Biden government.

Corporate business taxes are set to rise, but not up to 2016 levels, writes Morningstar head of policy research Aron Szapiro.

Morningstar equity analyst Allen Good looks at the prospects for oil and gas giants in the year ahead. 

Market seems focused on the rebound in online advertising demand.

24 top tips for 2021; most viewed of 2020; market outlook and new visions for Australia; COVID investing lessons; post-retirement framework.

Low interest rates, not earnings potential, underpin the potential of the owner of Australia's No 1 property portal, says a Morningstar report.

Australian shares are set to soar following gains on Wall Street, which were later pared by Trump supporters storming the Capitol building in Washington DC.

A lot is riding on the coronavirus vaccine, writes Morningstar’s Preston Caldwell.

The pandemic changed the complexion of the most searched for investments. 

The funeral home operator is tipped to cement its market-leading position.

Australian shares are set to slip following choppy trading on Wall St as investors were buffeted by the lead-up to a Senate runoff in the US state of Georgia.

China had a strong year after a rocky start, but can it continue—and what does a US President Biden mean for the region? Morningstar analyst Lorraine Tan explains.

Australian shares are tipped to slide following falls on Wall St as the Georgia runoff hurt sentiment while England was again plunged into lockdown.

Morningstar equity director Alex Morozov considers the outlook for tech, travel and beyond for the year ahead.

The US elections and news of covid-19 vaccines against sent investors to a frenzy in November. But investors shouldn't bank on a bull market in 2021.

The Australian share registry giant will likely claw back some of Monday's share price fall, says Gareth James.

The broad equity market is trading at a 6 per cent premium to Morningstar fair value estimates.\n 

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 1 January.

Australian shares are tipped to fall despite records on Wall Street as local border closures and tighter covid restrictions hurt confidence.

As a retail investor and as a marketer to retail investors, I reflect on the trends that caught my eye.

How to plan for things you can't plan.