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

Aussie shares set to edge lower in the new financial year as the S&P 500, Dow Jones Industrial and Nasdaq all notched their fifth consecutive quarterly gains.

Investor enthusiasm for the electric vehicle sector has propelled a slew of names to America’s corporate heights.

Fund managers say these are the themes to consider when looking for stocks in the Asia region

The firm has a lock on real estate conveyancing but its IPO looks pricy, says Morningstar.

Advice, high-conviction active, and private equity are three big initiatives.

Iron ore prices have been on a tear, boosting the profits of Australia's top miners. How did we get here and is the only way up? Lex Hall sits down with Morningstar's Mat Hodge.

Telstra has struck a deal to sell almost half of its mobile towers business for close to $3 billion.

ASX to rebound as the Nasdaq continues its rise and US banks announce big dividend payouts.

Analysts have reinitiated coverage of the veteran payments platform with a four-star rating.

Don't ignore the program's defaults.

InvoCare, Brambles and Link Administration get big ticks from Morningstar.

Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.

The ASX is set to open slightly lower as the Nasdaq hits an all time high on a rush back into technology stocks.

Morningstar has recently initiated coverage of a food delivery app and a consumer finance product. 

The popularity of ESG has seen a number of fund firms jump on the sustainable bandwagon. There is a risk that some are not practising what they preach 

Supreme court approves Macquarie Infrastructure/Aware Super consortium's scheme.

Investors continued to rip money out of value funds even as performance improved.

The FTSE 100 oil giant has lost its economic moat and has had its fair value slashed because of uncertainty over the company's plans for the low-carbon transition

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 25 June.

Industry experts react to the federal government's major shake up of superannuation policy.

Australian shares are set to edge higher after the S&P hit a record high for the week as inflation fears subsided.

The competition watchdog’s concerns are misplaced, says Morningstar’s Brian Han.

A new conference pitched at the emerging Gen Z and Millennial investor market is an opportunity for big business to influence young minds.

Australian shares are set to open higher as a positive US jobs report and a $1 trillion infrastructure deal helped Wall Street higher.

The arithmetic makes it plain that inflation is a far more devastating tax than anything that has been enacted by our legislatures.—Warren Buffet 

The Investor’s chief problem—and even his worst enemy—is likely to be himself.—Benjamin Graham

In investing, what is comfortable is rarely profitable.—Robert Arnott

BlackRock’s ASX 200 tracker fund had its highest outflows in a decade, Morningstar data shows.

We put gold and cryptocurrencies through their paces and look at central banks' attempts to move into the world of digital assets

Firstlinks' Graham Hand and Morningstar's Peter Warnes have worked in financial markets for a combined 99 years (and counting), and they bring this experience to building your wealth.

Meeting the deluge of demand is the biggest task for US companies, says Bell Asset Management's Ned Bell.

The Government calls 'Your Future Your Super' the most significant reforms since the start of compulsory super. Stapling has benefits and we should remove poor funds, but performance comparisons are difficult. 

A return to normality brings with it an increase in the cost of enjoying a ‘comfortable’ retirement, writes Anthony Fensom.

+ New podcast with Peter Warnes; YFYS super reforms; death of allfinanz; how inflation hits assets; returns in 2021; under-the-bonnet; HNWs, players.

Australian shares set to edge lower as investors favoured technology stocks on Wall Street and iron ore exports to China hit a new monthly record.

This is the first time in recent memory the market has undergone a step-change in investors, says wholesale broker AUSIEX.

Your own criteria should drive buying and selling an investment - not the news, social media or short-term performance.

The short answer is no, but there are certainly some similarities building.

Policymakers will at some point take action. John Rekenthaler looks at how to improve on current practices.

The annuity provider remains dominant and undervalued but an ageing population and low barriers to entry could mean skinnier margins.

Australian shares to inch lower at the open after yesterday’s rally erased most of Monday’s losses and tech giants soared on Wall Street.

Are there still opportunities in the biotech sector now the covid-19 vaccine roll out is underway? We ask International Biotechnology Trust manager Ailsa Craig.

REITs, G8 Education, and IRESS are among the names for investors seeking sustainability and dividends.

Morningstar Indexes through a geographic revenue lens.

It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.\n 

A return to normal has increased the incidence of burns and that means business for the spray-on-skin maker.

Stewart Investors Worldwide Sustainability benefits from a best-in-class team and clear investment approach, which makes it a top global equity pick.

Assessing the fairness of CEO pay is fraught with complexities. But, if left unchecked by shareholders, reward may further decouple from performance.

Australian shares look set to rebound after Wall Street rallied strongly as investors returned to the 'reflation' trade.

The move to cheaper funds marks one of the biggest shifts in asset flows over the past decade.

We give the sale of its general insurance business to the Hollard Group a thumbs up.

Rigorous ESG screens can cause passive funds to make active decisions.

Waiting a few months can be the right choice once fees are taken into account.

Morningstar's director of Asia equity research is confident the e-commerce giant will bounce back.

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).

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 18 June.

Australian shares are set to follow Wall Street down at the open, as US markets sold off Friday on the prospect of rate hikes as early as next year.

Asset managers say healthcare, electric vehicles and waste processing companies are among those to watch, writes Nicki Bourlioufas.

A wide moat and attractive dividend potential are among the key takeaways of Woolworth's decision to demerge from the liquor and hospitality group.

Currency movements can erode or boost returns. Here’s what to consider.

A new Morningstar report examines how BHP, Rio and Fortescue handle environmental, social and governance obstacles.

UK inflation is now above the Bank of England's 2 per cent target. What does that mean for investment portfolios? We asked these fund managers.

Shares look set to open higher, while the Aussie dollar continues its slide following news the Federal Reserve could hike rates sooner than expected.

Morningstar initiates coverage on the liquor and hotel group, granting it a wide-moat rating.

We expect to update the rate outlook in our banking models to incorporate rate hikes.

Take advantage of opportunities and avoid a knock on the door. Here are 25 items to check.

+ 5 quality small and mid caps; overlooked property gains; LICs delivering in COVID; inflation genie bottled; not so plastic fantastic; poor proxy rule.

Despite some progress, senior roles in Australia's investment management industry remain male-dominated.

Accessibility, price transparency and no ongoing platform fees are some of the advantages over conventional managed funds.

Australians shares set to edge higher at the open, while global markets and the Aussie dollar both fell on news the Federal Reserve could lift rates sooner than expected.

The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of US active funds against passive peers in their respective Morningstar Categories.

The outlook for dividends from resources and financial services stocks is showing a rebound towards previous levels.

Meme stocks such as Gamestop have soared but the rocket ships are likely to run out of fuel eventually, writes Ruth Saldanha

Australian shares set to open lower while Wall Street ended down as new economic data showed rising producer prices and falling retail sales in the US.

An investor who bought shares just before Lehman went bankrupt would still be up 145 per cent today.

Morningstar director of equity research Mathew Hodge assesses the valuations for BHP, Rio Tinto and Fortescue Metals Group.

Lazard Asset Management's Warryn Robertson explains how companies in the Global Equity Franchise fund have adjusted to covid, and assesses the threat of rising inflation.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 11 June.

A boom in young and overconfident investors has led to the rise of investment influencers on social media platforms, but following their advice blindly is not a solid strategy.

Criticisms about index funds have proven largely unfounded – until now.

Australian shares are set to open higher as the S&P 500 and Nasdaq hit record highs overnight.

Prices are high and investors are opening their wallets in search of the next big success story, writes Nicki Bourlioufas.

The schemes, popular with start-ups, look simple at the outset but the devil is in the detail.

Fees, portability and voting rights are just some of the things to consider when choosing which model to use.

The decision by Monash Investors to convert its listed investment company to an ETF could set a trend.

Magellan's Craig Wright tells Emma Rapaport why it is leading the charge in the active ETF arena and how its global equity product works.

Australian shares set to open higher as Wall Street shrugs off higher inflation numbers to close up.

Monash Investors’ exit comes as listed investment companies continue to battle persistent discounts to NTA.

But we do not expect potential fines to have a material impact on our fair value estimates for the casinos.

Callum Burns of ICE Investors explains his conviction in pharmaceutical distributor Ebos, PSC Insurance Group, and elite sports analytics provider Catapult.

The financial technology startup may not be a household name, but it has been a key to success for many firms, writes Margaret Giles.

+ (ETFs v LICs)=(Marvel v Star Wars); Cheap tech stocks; Copper high; Baby bust; EOFY SMSF; Will inflation last? Cosmic forces and MMT.

We look at the long-running war between ETFs and LICs/LITs to find a clear winner, in the same way Star Wars and Marvel are on different growth paths.

Shares are tipped to edge lower, as rising prices in China sent Aussie markets lower yesterday. Overseas, Wall Street ended down, while GameStop beat earnings estimates.

The switch to sustainable benchmarks compels investors who remain in the funds to adopt its new investment philosophy.

Morningstar’s analysts see opportunities in childcare, media, telecommunications and leisure.

Australia's best known conglomerate has spent more on ecommerce but the stock market is possibly overestimating its growth potential, says Johannes Faul.

Callum Burns explains how ICE Investors identifies companies with original products and sticky customer bases.

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

Australian shares set to edge higher at the open, while Wall Street ended mostly flat as investors wait on May's US CPI data due Friday AEST.

As the value rotation continues, US healthcare and tech names lag.

They’re building an empire.

Backing the right horses has earned the multi-affiliate investment management firm a narrow moat rating.

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

Australian shares set to rise slightly. Shares on Wall Street were mostly flat but drug-maker Biogen soared 38 per cent on FDA approval of first Alzheimer's drug in 18 years.

Last week we looked at pension spending and the age of retirement. Today we look at how increasing life expectancy could mean young people need an extra $125,000 in retirement savings.

A year ago the oil price went negative. How have oil giants handled the past 12 months and what's the outlook from here? Morningstar analyst Allen Good explains.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 4 June.

We don’t believe the outcome of the investigation will lead to any material changes.

Australian shares set to rise as Wall Street closed higher Friday after a below-expectations job report persuaded investors rates would stay low for time to come.\n 

Low rates and high commodity prices have boosted growth and household spending, writes Nicki Bourlioufas.

Our best practices for choosing from this expansive universe.

A cleaner, greener iteration of the American obsession with cars is tipped to beat Elon Musk at his own game.

Disinflationary forces likely to keep inflation and the cash rate low longer term, say asset managers.

As the investment world goes crazy for crypto, Morningstar Investment Management's Dan Kemp explains what to consider before putting it in your portfolio.

But the fundamentals remain the same.

+ Padley on miners; Montgomery; inflation and shares; buy high sell low early super access; keys to wealth and goals.

Aussie shares are set to edge higher after a record close on Thursday, while a pullback in tech stocks left Wall Street slightly lower.

The airline sector is set to recover as international travel resumes. Morningstar analysts think Wizz Air offer the best opportunity among low-cost carriers.

This group can easily behave as a collective power via social media which can produce some unexpected outcomes, at least for now.

Australian shares set to open up as investors shrugged off an extended lockdown in Victoria and as iron ore rose higher.

FuturePay will invest in high-quality, low volatility global names and target an initial yield of 4.3 per cent, paid monthly.

The ‘pessimism termites’ are gnawing but there are still opportunities at the intersection of emerging markets and value.

And the decision to retain an interest in the online conveyancing platform is a shrewd move too, says Gareth James.

From institutions to individual investors, it would be no surprise if the fund giant expands its offering, writes John Rekenthaler.

These stocks are trading at double-digit discounts to their fair value estimates.

Aussie shares set to edge up slightly amid the RBA holding rates steady and iron ore prices rebounding past $US200.

The bank’s new ecommerce platform and its energy retailer aim to widen switching costs and help differentiate its offering, writes Nathan Zaia.

The wide-moat funeral home operator is trading at depressed levels, but its competitive edge is intact, says Morningstar.\n