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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?
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.
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.
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.