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Meme stocks might look attractive, but the investment strategy of the Vice-Chairman of Berkshire Hathaway can provide some helpful advice for young investors. 

Morningstar’s analysts warn about the sustainability of earnings.

Here’s what went down as the app-based broker started trading publicly.

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

Labor has laid down its arms but the generational retirement wars are just beginning.

Australia shares to edge higher after Wall Street closed up on strong economic data and corporate earnings. Chinese stocks continue to rebound.

Considering the future of a fund-industry flop.

Heavyweight fund manager voted for more climate proposals than ever before.

The Government has taken the next step towards encouraging retirees to live off their capital, requiring trustees—even in SMSFs—to offer a retirement income product to protect longevity risk.

+ Retirement spending as income; New dividend sources; Tips for 10-baggers; Japan and Olympic investing; 5 Virgin bond lessons; Where to for 60/40?

Investor advocate Lily Bowles’ story with Netflix is a successful one, but new restrictions on shareholder resolutions make such efforts harder to replicate.

Australian shares are set to rise. The Nasdaq ended higher as Google joined Apple in posting record results. Following its meeting the Federal Reserve said higher rates are some time off.

And how to avoid picking funds on their deathbed.

Morningstar speaks with bulls and bears on the future of fossil fuels.

We look for cheap names among the biggest changes to fair value since June 2020.

The ASX is set to slide as European and US equities sold off. Asian markets hit a 2021 low as selling continued for a third straight day among troubled Chinese internet giants.

Netflix is the leader in entertainment streaming, but we prefer these stocks

Grant us investors the wisdom to know the difference.\n 

Cheap mining stocks are scarce in a commodity boom.

There are numerous tactics for trying to protect your hard-earned assets from inflationary pressures. Equity factor-based investing is one of them.

Australian shares set to rise after Wall Street edged higher Monday as investors balanced expectations for record earnings against concerns over growth.

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

We take a visual look at the age of coal plants around the world.

Morningstar equity analysts believe that a period of adjustment is at hand, not upheaval

Australian shares are set to rise as Wall Street shrugged off last Monday’s dip to end at record highs. This week, miners report earnings and a Federal Reserve monetary policy meeting.

The veteran stock picker sees no shortage of risks including that covid-19 mutations could render current vaccines ineffective.

Morningstar's Lex Hall talks micro-cap stock picks with Carlos Gil, chief investment officer at Microequities Asset Management.

How to approach dividend investing? We look at two strategies and risks.

+ Platinum's 4 big ideas; try a faux-retirement; a sufficient-income portfolio; top stocks in podcast; Lucy Turnbull; inflated inflation; loan funds.

NAB’s equity builder loan brings mortgage style lending to equities.

Australian shares are set to edge lower after Wall Street ended just short of a record high, buoyed by the tech giants ahead of earnings next week.

Mornngstar's Lex Hall catches up with Carlos Gil, chief investment officer at Microequities Asset Management.

My 'too hard' pile is pretty big, and yours should be too.

Greater growth prospects come with greater chance of failure and setbacks.

Australian shares are set to rise after Wall Street continued its rebound, taking bond yields and oil stocks with it.

The head of Australian small and mid-cap stocks at First Sentier Investors has her eye on ARB, Breville and IDP Education.

In the second part of our series looking at the promise and peril of Ethereum, we consider its effect on a diversified portfolio

Even some professional portfolio managers admitted that it is hard not to take a peak.\n 

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).

The outlook for bonds is clearer than that for stocks.

Australian shares are set to rebound as traders on Wall Street bought the dip and US corporate earnings continued to beat forecasts.

Your super fund is snapping up infrastructure assets. Should you? 

The strong performances of global stock markets in 2020–21 are unlikely to be repeated in the coming year says Morningstar's Peter Warnes.

Exchange-traded funds are popular for their tax efficiency, but investors got a nasty shock this post-covid tax season when several funds paid outsized capital gains distributions. 

The ASX is set to fall after the Dow had its worst day in nearly nine months as doubts over the economic recovery intensified amid an expanding Delta outbreak.

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

But financial planners say investors should be devoting more of their household wealth to equities rather than property to diversity their financial risk.

A six-week break from work provides takeaways for retirement ,and the years that will come before.

The ASX is set to open lower after global markets dipped on Friday as the Delta variant continues to spread.

How you get your start in the market is important but it shouldn’t paralyse you. Use lockdown to kick-start your investing habit.

Spark Infrastructure, CSL and Australian Pharmaceuticals among the names picked up between April and June.

Markets always deliver delusions and manias, but there's something unique now.

Australian shares are set to edge lower as the Nasdaq and S&P 500 fell following sell offs among the US tech giants.

After a record year, trustees think equity markets still have room to run.

It's a good time to trade up to wide-moat companies.

+ Noise and what the hell is water; 3 reg risks facing big tech; IGR misleads on super; retirement spending; best Aussie banks; best-in-class; buy tech.

Australian shares are set to edge lower at the open after the S&P 500 inched higher.

Small monthly contributions could become expensive under the new fee structure for Vanguard’s Personal Investor platform.

From space tourism to satellites, there are plenty of opportunities for investors wanting to explore the final frontier

Rising inflation, the growing popularity of cryptocurrencies, and central bank policy are just some of the things currently impacting the gold price.

The ASX is set to edge higher as Wall Street closed lower overnight and new data showed US inflation accelerated in June.

Ethereum has the potential to revolutionise the entire financial landscape, but this cryptocurrency is a high-risk investment asset.

Australian bonds lag while riskier credit benefits from economic recovery and central bank support.

Electric vehicles and hybrids will be two of every three cars sold globally by 2030.

The ASX is set to open higher as Wall Street closed at an all-time high, buoyed by Tesla and financials ahead of quarterly earnings. Goldman and JP Morgan report after market close.

Investors should treat record years with caution

For the most part, the markets behaved in line with expectations.

The market’s optimistic valuation for Airbnb is tough to accommodate.

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

If you have profited from cryptocurrency, be extra careful to disclose any gains because you're on the ATO's hit list.

Morningstar equity analysts warn that equities remain overvalued despite Australia's strong economic recovery.

Australian shares look set to rebound after US markets ended the week higher. US investors returned to energy and financials after Thursday's sell-off over slowing growth.

Watch out ETFs, here comes the next big thing.

Every open-ended equity fund in the Morningstar Australia universe had a positive return in FY 2021.

Australia's largest banks have excess capital because they cut dividends, were more conservative on lending, divested assets and raised equity last year. Morningstar's Nathan Zaia thinks most of it should be returned to shareholders.

+ How to plan retirement spend; new podcast; why big techs are value; test will kill funds; FuturePay; active rebalancing; EV switch; fund acronyms.

Australians shares set to follow world markets down after Wall Street sold off over anxieties over growth slowing down.

Private equity is an exciting area for investors, with lots of hotly-tipped stocks; but there are risks to be aware of, says Pitchbook analyst Dylan Cox.

Americans have been on the move for this July 4th weekend. What does this mean for the global travel sector ahead of the summer season?

Covid outbreak unlikely to derail Australia’s impressive economic recovery but rate rises still some way off, writes Morningstar's Gareth James.

The ASX is set to edge open as Wall Street closed up. Bond yields fell on the release of the US Federal Reserve’s June minutes with markets comfortable about stimulus and inflation.

New products look to provide access to sustainable investing, tap into high growth US tech giants and provide income in retirement.

Warryn Robertson is looking at French infrastructure, retail pharmacy and tax services.

After bitcoin’s recent slide, it may be tempting to buy the dip. Here’s what to consider when thinking about adding it to a balanced portfolio.

Morningstar analysts bullish on the future of electric vehicles and market forecasts for adoption are too conservative.

Australia's largest banks have excess capital because they cut dividends, were more conservative on lending, divested assets and raised equity last year. Morningstar's Nathan Zaia thinks most of it should be returned to shareholders.

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

The ASX is set to edge lower at the open, after global markets pulled back. The Dow and S&P 500 closed lower as cyclical stocks fell and US bond yields hit a four-month low.

Some options for diversifying out of US tech giants.

Major Australian ETFs fall as funds distribute earnings to investors.

A consortium of infrastructure investors have their sights set on Sydney's international airport.

Australian shares to open higher as investors wait on the RBA policy statement due at 2.30pm. World markets closed higher while US markets were shut for the 4th of July.

The often overused "unprecedented" is merited.

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

Reviewing your year's performance so far and positioning yourself for the future.

Bond markets recover and stocks post broad gains.

The rise of cloud computing creates opportunities for ASX-listed technology stocks, writes Nicki Bourlioufas.

Australian shares set to open sideways. Wall Street closed the week at another high after June labour market data beat analyst expectations.

How to consider whether green bonds have a place in your investment portfolio 

PEXA burst onto the ASX this week in the biggest float since 2019. Morningstar's Gareth James gives his take on the company's future growth prospects.

Morningstar expects the major banks could start handing back capital as soon as August.

Remember that guy in Florida who struck a deal in 2010 to pay for two pizzas with Bitcoin? A decade later, Bitcoin is a household name and everyone wants a slice.

+ Australia in 2060; dividend stocks; 5 rules for LICs; house price boom and bank boon; building global equities; case for gold; income in retirement.

We will live longer with more spending on health, pensions and super but with fewer workers. Where will 40 million people live?

Australian shares to start higher as the S&P 500 hits another record close and investors await Friday’s US jobs report, due after local markets close.

Peloton's share price has rocketed as the exercise bike and class company has ridden lockdown trends. Can it keep its momentum going?

A picture says a thousand words, so enjoy this 9,000-word love letter to the financial year just gone.