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stocks

CIMIC shows signs of recovery as construction pipeline resumes

The tide could be turning for the undervalued civil engineer as new work regains momentum, says Morningstar analyst Mark Taylor.
markets

Firstlinks newsletter - 1 April

Hot cross buns and funds; RIR's Ralston on accessing home equity; Knox on sidecar for super; active fund wins; retirement strategies; new 1 July rules.
markets

Global Market Report - 1 April

Australian shares are set to gain following a strong close on Wall St as tech stocks rose and investors cheered the Biden infrastructure plan.
personal-finance

What to do when you find $10,000 in the cupboard

Morningstar run the numbers on investment opportunities over the past year.
markets

Protecting against an expensive market

A column from the archives on value investing, emerging-markets stocks, and preferred stocks.
stocks

Stock in focus: Grande growth for Starbucks

As restrictions ease, we expect a sharp jump in demand.
markets

Tapping into sustainability and green energy—part 1

Attitudes are changing— and companies and asset managers alike are seeking to help investors feel good about where they invest—and make money while they’re at it.\n 
retirement

How much should you worry about inflation in retirement?

Calculating your own inflation rate is better than using a blunt measure like CPI, writes Christine Benz.
personal-finance

What type of investor are you?

Young people are taking too much risk with money they can't afford to lose, with social media and apps fuelling the rise of the thrill-seeking investor.
etfs

Thematic ETFs: why knowing how to spot one is half the battle

The boom in niche and often gimmicky exchange-traded funds has increased the demand for clarity and guidance, writes Ben Johnson.
markets

Global Market Report - 31 March

Australian shares are set to rise despite a fall on Wall Street as an increase in Treasury yields forced investors to sell tech stocks.
investing

Morningstar Investing Bootcamp: April 2021

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

Teoh’s exit gives Telstra more room to get its house in order

Australia’s chief telco can focus on the separation of infrastructure assets as newly merged TPG grapples with the loss of its chairman.
stocks

Why the 'covid spending economy' will flourish

Forager's Steve Johnson explains why he's bullish on consumer spending, enterprise software companies, and why he has cashed in on big names like Uber.
stocks

10 US stocks to own

These names are widely held among some of our favourite US concentrated-fund managers.
markets

Global Market Report - 30 March

Australian shares are set to rise despite a dip on Wall St as bank shares suffered from the fallout of a US hedge fund defaulting on margin calls.
stocks

Suez bottleneck no squeeze on Australian companies

The images of the bulk carrier were dramatic, but the crisis will do little harm to local exporters
funds

Proteomics set for growth, says Kardinia

Kristiaan Rehder explains why the West Australian biotech is among the top performers in the Bennelong Kardinia Capital Absolute Return Fund.
personal-finance

As rates fall, Australians have never been wealthier

The rise in house prices has been the main driver of the increase, writes Nicki Bourlioufas.
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 26 March.
markets

Global Market Report - 29 March

Australian shares are set to follow Wall St higher on Monday amid a sector-wide rally as investors bet on a strong recovery.
stocks

Growth or Value? 6 stocks that show you can have both

The key is having a finger in the old and the new, says Scott Berg of T. Rowe Price, recently voted Morningstar’s 2021 Global Equities Fund Manager of the Year.
stocks

Is value investing back for good?

September brought relief to long-suffering value fund managers and their investors. But is that comeback here to stay?
personal-finance

Should you be worried about inflation?

And how to make inflation "personal."
markets

Travel demand set to take flight

Airbnb, Booking.com, TripAdvisor and Expedia face a post-covid surge, but big tech may get in on the act too.
markets

Global Market Report - 26 March

Australian shares are set to rise following a late rally on Wall Street as investors cheered optimism over the recovery and sought stocks that would benefit.
investing

Crypto what?

The how, what, and why of cryptocurrency.
stocks

Tech rout sweetens top trades

These four leaders of industry still boast strong fundamentals and enjoy favourable secular trends.
markets

Firstlinks newsletter - 25 March

Celebrating 400 editions with 45 best investment ideas, Bernard Salt on your retirement, best $ offer combines Premium access with Sharesight.
stocks

Robinhood: what to know before it goes public

A look at how the trading app makes money, its competition, and its growth potential.
personal-finance

The '-flations' in finance

Inflation, deflation, disinflation, and stagflation explained.
etfs

Five facts about the Nasdaq 100 index

What investors always wanted to know about the US "tech champions index” and perhaps no longer dare to ask.
markets

Global Market Report - 25 March

Australian shares are set to follow Wall Street lower as tech stocks retreated despite Fed optimism over the recovery.
funds

The long and short of an absolute return fund

An absolute return fund aims to seek returns in all weather. Kristiaan Rehder from Bennelong Kardinia Capital explains how.
stocks

3 dividend-paying real estate stocks for your watchlist

Diversified portfolios, strong balance sheets and healthy payouts. Grant Berry singles out three big contributors to the SG Hiscock Property Income Fund.
stocks

Crown takeover: US suitor may need a stronger hand

Blackstone's offer is low, and it must prove it can operate the licence for the narrow-moat gaming giant, says Morningstar.
markets

Global Market Report - 24 March

Australian shares are set to rise despite falls on Wall Street as investors feared infrastructure costs and a mooted rise in tax to fund the Biden relief bill.
fixed-income

Investing basics: how rising bonds yields affect your portfolio

Amid a fall in high-growth names and a mooted return to normal, now is a time to check your asset class mix, says Morningstar's Matthew Wilkinson and Christine Benz.
markets

Global Market Report - 23 March

Australian shares are set to weaken despite gains on Wall Street as tech stocks rallied, including a jump in Tesla following a bullish forecast.
stocks

Small caps set to shine as Australia emerges from recession

Earnings expectations are now back to near pre-COVID levels, writes Nicki Bourlioufas
stocks

Post-pandemic: global stocks that could benefit from economic recovery

A few undervalued stocks remain, but many have already surged past fair value.
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 19 March.
markets

Global Market Report - 22 March

Australian shares are set to weaken following a mixed end to trading on Wall Street last week and wild weather lashing Sydney and its outskirts.
markets

Cashing in on the death of cash

Covid has accelerated the phasing out of paper money.
stocks

Have we reached peak video gaming?

Video gaming has soared under lockdown, can this sector keep growing post-covid? Morningstar analyst Neil Macker takes a look.
etfs

YOLO FOMO LMAO BUZZ: Four acronyms that spell market insanity?

What are these securities about? Should you consider them?
markets

Global Market Report - 19 March

Australian shares are set to follow Wall St lower amid anxiety over rising bond yields and a new covid lockdown in France.
stocks

Myer: five stars and poised for the rebound

The retail giant's strong balance sheet will help it navigate the shift to online shopping and capitalise on the return to normal life, says Morningstar's Johannes Faul.
funds

Manager underperformance: Vanguard thinks you should pay less

Vanguard’s actively managed Australian fund is pioneering a sliding fee structure that aims to put investors first.
markets

One year since the coronavirus crash: US market volatility and performance in 7 charts

Investors who stood firm were rewarded as the markets recovered, and then some.
stocks

Morningstar initiates coverage of insurance giant AUB Group, drops Mortgage Choice

Analysts have dropped coverage of a no-moat company with high uncertainty, replacing it with a moated stock they believe is undervalued.
markets

Firstlinks newsletter - 18 March

5 new trading strategies, Marks on No Price Too High, retirement equity, 6 tips for 2030, China risk, social media's impact on markets, The Gambler.
markets

Global Market Report - 18 March

Australian shares are set to open flat despite another record on Wall St as investors welcomed the Fed's optimism on the recovery and vow to keep rates near zero.
personal-finance

Digital art: What are NFTs and why are they so valuable?

Have you heard about the purely digital artwork that sold for US$69.3m? Why is this piece considered so valuable? What are NFT's? When blockchain, crypto and art collide.
stocks

CBA’s BNPL: threat to Afterpay or just another credit card?

Morningstar analyst Nathan Zaia has his doubts about the bank's latest foray into the buy now, pay later arena.
investing

Morningstar Investing Bootcamp: March 2021

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

Global Market Report - 17 March

Australian shares are set to weaken following falls on Wall Street as investors awaited the outcome of the Fed's meeting.
retirement

Retirement income-generating strategies - which is right for you?

We compare different strategies for generating cash flows, from pure total return to income-centric approaches to annuities.
markets

In long history of market crashes, coronavirus market crash was the shortest

The year may have been unprecedented, but the best course for navigating a market dip stayed the same.
stocks

Global healthcare stocks for your watchlist

Subsectors such as biotechnology, pharmaceuticals and diagnostics feature some globally listed names that are trading at discounts.
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 12 March.
stocks

Buying shares: 400,000 Aussies enter the market

The recovery of US stocks and the profusion of new trading platforms drew huge numbers of novice traders.
markets

Global Market Report - 16 March

Australian shares are set to edge higher following record highs on Wall Street as investors cheered concrete signs of recovery.
stocks

When stocks become collectibles

It’s hard to avoid the conclusion that some stocks are prized for the belief that others will desire them. The economic implications should not be ignored, writes John Rekenthaler.
markets

Global Market Report - 15 March

Australian shares are set to open flat after a mixed end to the week on Wall Street and ahead of an RBA speech.
personal-finance

How to spot a value or dividend trap

A generous payout is enticing but it’s not always a positive sign, writes Nicki Bourlioufas.
markets

Nuclear energy ten years on from Fukushima

The megaquake that devastated Japan a decade ago did little to quell the construction of reactors across the world.
personal-finance

The conventional investor’s guide to bitcoin

Is the currency worth owning? John Rekenthaler weighs the pros and cons of the cryptocurrency.
personal-finance

Investing basics: 4 emotional biases to avoid

Emotions can get in the way of investing, leading to bad decisions and poor returns. Here are four emotional biases to avoid 
markets

Global Market Report - 12 March

Australian shares are set to rise after Wall Street again hit a record overnight, fuelled by brighter jobs data and optimism over the recovery.
markets

Can Japan's bull run continue?

Japan has overpromised and underdelivered for investors for years now, but is it time to look at the Asian country again?
funds

No room on the ARK?

If performance turns for the worst, money that has been quick to come may be quicker yet to go, writes Morningstar's Ben Johnson.
markets

Firstlinks newsletter - 11 March

Julie Bishop tells; 4 bubbly pockets; Buffett letter; Why forecast? 3 income themes; Passive risks; QE and inflation; Douglass on virus mutants.
markets

Global Market Report - 11 March

Australian shares are set to rise following a record on Wall Street as lawmakers passed a historic stimulus bill passed and inflation fears eased.
stocks

Deliveroo IPO: what you need to know

Ahead of Deliveroo's IPO, Morningstar analyst Ioannis Pontikis looks at the outlook for the business, its valuation and concerns about gig workers.
markets

SPACs: To invest or not to invest?

Are these structures an attractive opportunity or too risky for individual investors? Dave Sekera explores.
markets

Global Market Report - 10 March

Australian shares are set to follow Wall Street higher as bond yields eased and tech stocks posted strong gains.
funds

Emerging markets: Capital Group’s gold medal fund

A low fee and solid performance make the Capital Group New World fund a standout, says Morningstar’s Christopher Franz.
markets

How record fiscal stimulus has boosted the US economy

Despite stubbornly high unemployment, we have reason to believe fiscal stimulus has helped household finances hold up across all income levels.
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 5 March.
retirement

Why it’s time to update your SMSF investment strategy

A review can boost your savings and help shield you from oncoming volatility, writes Anthony Fensom.
markets

Global Market Report - 9 March

Australian shares are set to climb despite a mixed night on Wall St in which tech stocks sold off as others firmed on stimulus certainty. 
stocks

2 stocks for the e-learning boom

E-learning has become the norm for young students and university-goers across the world. Morningstar analyst Michael Field looks at whether the trend is here to stay. 
personal-finance

5 steps women can take to improve their retirement readiness

The data are sobering about women's retirement preparedness but saving more and putting your money to work can brighten the outlook.
stocks

Covid, women and investment risk

Covid-19 has disrupted lives across the world - but the burden has not been borne evenly. Has the pandemic set us back on gender equality?
funds

More funds run by 'Daves' than women

There are more funds run by men named David than there are run by women, Morningstar can reveal.
personal-finance

Australian investors are younger and more female than ever

Women and younger investors are piling into the stock market, eyeing a stepping stone to future wealth.
markets

Global Market Report - 8 March

Australian shares are set to climb following a strong rebound on Wall St last week, with tech stocks leading.
personal-finance

Making investing a little friendlier for women

Having more women in the industry will lead to better outcomes for female investors.
funds

Level of managed funds hits record high

The rise in global and local share markets helped consolidated assets hit the $4 trillion-mark, writes Nicki Bourlioufas.
personal-finance

Investing basics: pay down the mortgage or invest in the stock market?

With interest rates at rock bottom, should you use extra cash to pay down your mortgage or invest in the stock market? We investigate.
markets

Bonds are back in town

Fixed income is the unsexy cousin of equities but it’s a useful diversifier—and you’ll impress your friends if you can explain it.
markets

Global Market Report - 5 March

Australian shares are set to follow Wall St lower as the Fed's vow to keep credit flowing pushed up bond yields.
stocks

AGL's share price is in the doghouse. Can it make a comeback?

The fall in power prices, consumer discounts and renewable supply are heaping pressure on the narrow-moat generator. 
stocks

February Reporting Season Wrap Up with Peter Warnes: Webinar

Special guest Peter Warnes, our head of equities research, joins the Morningstar Foundations of Investing Webinar series to give his unique take on February Reporting Season and answer subscriber questions.
stocks

Video games power up during pandemic

Lockdowns and next-generation consoles are supercharging growth.
retirement

Hume and Frydenberg reset super with two buzz words

The solutions to retirement problems are obvious. All we need are 'efficiency' and 'flexibility'. Learn what these two words mean and the future of superannuation policy is clear. Just don't tell Paul Keating.
markets

Firstlinks newsletter - 4 March

Super's two new buzz words; Montgomery froth v bubble; great Aussie recovery a coiled spring; gold v Bitcoin; Oz turning Japanese? bond risk offset.
markets

Global Market Report - 4 March

Australian shares are set to follow Wall St lower as investors rotated from tech stocks into those set to benefit from stimulus.
etfs

One year after the market crash, through the ETF lens

The growth and adoption of exchange-traded funds has only accelerated as a result of the latest market crisis.
stocks

Steer clear of Tesla, look at semiconductors, says American Century

The risk isn’t worth it, and investors may wish to consider lesser-known names such as Aptiv, NXP and Cree, says the US manager.
markets

Global Market Report - 3 March

Australian shares are set to follow Wall Street lower as Apple and Tesla fell and investors waited for stimulus approval.
funds

ARK funds: the tail that wags the dog?

The popularity of the company’s funds raises a tricky question.
stocks

Bonds, buybacks and Apple: 3 key takeaways from Buffett's annual shareholder letter

What Berkshire Hathaway’s chairman left out of this year’s annual shareholder letter is almost as notable as what he put in.
retirement

4 retirement blind spots

These common trouble spots can catch retirees off guard (who don't plan for them).
etfs

ETFs: does size matter?

The appeal of low-cost investment options continues to pull investors towards passive and strategic-beta ETFs, writes Anthony Fensom.
markets

Global Market Report - 2 March

Australian shares are set to follow Wall Street higher as the US’s main index staged its strongest rise in more than six months amid a new vaccine approval and fiscal stimulus.
stocks

Brighter picture for big four banks

Morningstar's Nathan Zaia on the outlook for the banks, dividend payouts and the move by the Bank of Queensland to acquire ME Bank.
stocks

Appen, Altium, Computershare: Aussie tech plays for your watchlist

The rise in bond yields has big implications for companies with high earnings growth, writes Nicki Bourlioufas.