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Australian shares are set open lower amid a slip in global markets while the RBA is set to leave the cash rate unchanged at its meeting today.

Pension spending, working-age ratios, and investment trust nomenclature. 

A recent study finds debt can be a deal-breaker for new couples. But it doesn't need to be a red flag for relationships, writes Vikram Barhat.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 28 May.

Aussie shares to start the week higher following last week's gains on Wall Street and in local markets.

Financial advisers say becoming overweight the winners may expose your portfolio to greater risk, writes Nicki Bourlioufas.

VHY consistently brings in high dividends but performance lags the ASX 200.

An Australian company is leading the world in data analysis in global sports.

4D Infrastructure's Sarah Shaw outlines the investment case for Spanish multinationals Cellnex, and Iberdrola, and the potential of Mexican airports.

The odds favour equities, writes John Rekenthaler.

It brings shareholder-driven climate governance to the forefront.

The SEC continues to sort out its regulatory concerns.

Australian shares are set to open higher, as Wall Street closed up on a positive job market report.

There's a financial impact to investing biases, writes Morningstar behavioural researcher Sarwari Das.

We’re raising our fair value as sales hit new highs—but investors need to put it in perspective, says Andrew Willis.

+ Dogfooding and investing, CBA $100, valuing growth, crypto explained, Pension Loans Scheme to self-funded, China plan, stewardship, $18bn aged care.

ASX to edge up as the US Federal Reserve jaws down inflation fears and tech stages a modest recovery; CBA crosses the $100 mark. 

The pure-play online retailer’s inventory overload has prompted more promotions and lower gross profit margins, says Morningstar.\n 

A resurgence in domestic travel is tipped to tide travel operators over until international borders open.

We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.

Australian shares are set to open lower after Wall Street dipped slightly overnight. US bond yields continued to slide, as did the price of iron ore.

Covid-19 has enhanced rather than impeded the future for global infrastructure, says Sarah Shaw of 4D Infrastructure.

Americans are building more and bigger homes and that means the price of timber has gone through the roof. Here's what you should know about investing in timber and forestry

The single-product company is high-risk, high-reward.

Crypto is an increasingly dominant topic of conversation among investors, but is it a genuine asset class or the latest in a long list of financial manias, asks Dan Kemp? 

Commodity haulage and pallet use are two examples of cost advantage and network effect.\n 

Tribeca's Jun Bei Liu also explains why she sees opportunity in sleep apnea specialist ResMed as well as Treasury Wine Estates.

Australian shares are set to open higher after US technology stocks rose as inflation fears subsided. Iron ore fell below US$200.

We explore how to build a balanced portfolio completely out of ETFs.

Dividends on the ASX between 2014 and 2020

The upcoming IPOs of listed investment companies will be closely watched to see if the sector is making a genuine comeback, 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 21 May.

Australian shares are set to open lower after mixed results in global markets and as the price of iron ore fell.

The market is showing strong signs of a boom in M&A action, writes Nicki Bourlioufas.

There are ways to protect against inflation, but they aren’t free.

The ubiquitous metal is a bit like iron ore in that its fortunes hinge on activity in China.

Mexico's airport network and China's growing middle class typify the opportunities at play.

In part 2 we look at another five risks, with a focus on the drawbacks of buying when you cannot see the space, hear the noises, check the views and even sniff the smells.

ETFs that track megatrends are soaring in popularity but there are risks to consider before you jump in.

Australian shares are set to rise following a rally on Wall St, driven by gains in tech stocks and positive jobs news.

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 touted investments tend not to end well for retail investors, writes Ruth Saldanha.

The established website builder sees growth opportunities but faces stiff competition, writes Margaret Giles.

+ Next big thing; Noel's best and worst plus budget hype; six crisis lessons; major bank results; baby boom; more risks off-the-plan; value's comeback.

Local shares to open slightly higher while global markets dipped on newly released minutes showing the Fed considered discussions about tapering bond purchases.

International expansion has yet to gain traction for the accounting software provider.

The Morningstar Dividend Yield Index is a cross-section of the Australian economy, featuring wide and narrow moat names.

Most Aussie funds are still behind when it comes to best practice on global environmental, social and governance criteria.

Shares to open lower as US stocks fall following declines in telecoms and weak homebuilding data.

Robotics is a fast-growing area of tech, creating opportunities in medical, logistics and life sciences sectors and much more.

Square's Bitcoin purchase is more marketing than operations

UK stocks have been underloved for many years, but factors are starting to combine in their favour, including an improving economy and value recovery.

Wall Street analysts are far likelier to praise stocks than to bury them. If that doesn’t worry you it should, writes John Rekenthaler.

American Century Investment's Patricia Ribeiro sees growth in Chinese battery technology, biologics, and building materials in Latin America.

Australian shares to open slightly higher after a good Monday for energy and IT, despite another inflation pullback on Wall Street and disappointing economic data out of China.

2020 tech IPOs a mixed bag

Morningstar has downgraded its valuation for the infant formula maker as it grapples with weak growth.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 14 May.

Real estate investment trusts have benefitted from the reopening and are set to pay dividend yields of up to 7.5pc, writes Nicki Bourlioufas.

Australian shares to start week higher as share markets overseas rebounded Friday after a week of inflation jitters.

Jordan Belfort's story provides useful things to keep in mind when dealing with a money manager, broker, or financial adviser, to avoid getting scammed.

They can fuel bubbles, but SPACs themselves are not bubbles, Pitchbook finds.

FOMO got the better of me. If this is how people get rich quick, I'd rather stay poor.

Appen and other high-flying Australian tech stocks have fallen from their 2020 heights.

The Budget handed down  this week delivered many welcome changes to superannuation. However, they are subject to legislation and at best, the start date will be 1 July 2022.

Water leaks, building cracks, noisy neighbours and old sofas dumped out the back can become the ‘strange and weird’ ghosts facing owners after they settle on their dream.

+ Budget black to red; Off-the-plan defects; Stammer on inflation; Higher prices miss CPI; Madoff to Aussie retail; LIC dividends; SMSF reserving.

Aussie shares are set to open higher, as positive labour market data helped most US stocks rebound as concerns about rising inflation subsided.

Both banks are sitting on billions in excess capital and dividends are expected to rise, says Morningstar equity analyst Nathan Zaia.

Mortgage leverage is powerful but needs steady price growth to be decisive.

The $8bn offer may not represent the best outcome Boral shareholders can ultimately achieve, says Grant Slade.

Fixing an ingrained scarcity mindset requires more than extra money, writes Samantha Lamas.

Office leasing company WeWork is trying to float again after 2019's debacle, but this time looks very different - could it benefit from the rise in demand for flexible office space?

Australian shares are set to open lower again, as the US reported the biggest monthly jump in inflation since 2009, raising concerns the Fed could hike rates sooner than expected.

The two have already been trading at what we view as unwarranted discounts compared with their peers.

The proposed plan could be passed this summer, but related stock valuations remain uncertain.\n 

Despite strong performance and strict exclusion criteria, BetaShares' ETHI includes firms accused of tax evasion.

Australian shares are set to drop as global markets fall over fears of rising inflation in the US.

The benefits aren't what they used to be.

Each of these four answers a very different question for investors.

The improved offer from American private equity group Blackstone is more likely than that of Star Entertainment, says analyst Angus Hewitt.

Separating from the liquor and gaming business will boost Woolworths’ ESG credentials, says Johannes Faul.

Poor growth in its Chinese reseller channel and a glut of stock could force a decrease in the fair value estimate for the infant formula maker.

The Biden administration's infrastructure plan could mean a mid-single-digit impact on the average equity valuation, write Preston Caldwell and Aron Szapiro.

Australian shares are set to open lower, following Wall Street down on renewed inflation fears while iron ore continues its climb.

A journey from 1989 to today via Japan's property bubble.

These wide-moat, low-uncertainty names are reliable, writes Susan Dziubinski.

If Elon Musk ends up delivering, we might need to raise our fair value to US$1500 a share.

Investors priced out of the property market can still attend the ‘capital growth’ party via stock investing, writes Nicki Bourlioufas.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 7 May.

Australian shares are set to start the week lower, despite record-breaking closes in the US and Europe and a new high for iron ore.

Despite a big jump in investor lending, credit to investors remains low by historic standards and headwinds persist, says the RBA.

We are not changing our fair values to COVID-19 vaccine firms following the proposed waiver on intellectual property protection.

The math doesn't support the argument, writes Morningstar's John Rekenthaler.

Takeover talk is mounting for the no-moat producer, but it faces stiff competition in one of its key markets.

Loan deferrals, high savings rates, and government stimulus helped the wide-moat lenders avoid the worst and stage a stunning rebound.

Banks and resources are poised to deliver dividends, and Treasury Wine Estates and BNPL are worth a look, says Jun Bei Liu of Tribeca's Alpha Plus long/short fund.

+ Buffett AGM on stock picking; stronger equity markets; our skewed economy; multi year transition; key trends in decarbon; positive impact themes.

Australian shares are set to rise at the open, buoyed by positive job market numbers out of the US and a new high for iron ore.

Morningstar equity research analysts discuss the latest Best Stock Ideas report.

These businesses are somewhat insulated from economic upheavals such as the one caused by the coronavirus pandemic.

Pleasingly, average fees charged for sustainable funds are competitive with mainstream fund peers.

Value investing has enjoyed a resurgence so far this year. We look at the funds poised to benefit.

Australian shares are poised to edge higher at the open, helped by overnight gains for the big miners as copper prices hit a decade high in London.

Digital banking, ecommerce and 5G are among the key trends set for rapid growth, says Patricia Ribeiro of American Century Investments.

Flows to Australian sustainable investments remain robust. Sustainable fund fees competitive.

Morningstar analysis shows investors would have been better off in equities than property over the last two decades.

Berkshire Hathaway announced that Greg Abel would become the next CEO when Buffett departs the scene.

The Oracle of Omaha believes investors would be better served by owning an S&P 500 index fund.

Australian shares are set to open lower, following a tech-triggered global equities selloff; ANZ reports profits, increases dividend.

Know what you own, and know why you own it. — Peter Lynch 

Analysts have made changes to the fixed interest, property, cash and equity allocations of Morningstar's Model ETF Portfolios to take advantage of the current market environment. They've also refreshed some of the funds in the portfolio.

Peter Warnes's tells subscribers it's time to put money to work

The record HomeBuilder scheme boosted activity, but housing-exposed stocks offer little value for the time being, says Morningstar.

Apple brought the smartphone to the masses, and has produced staggering gains for investors over the last forty years.

Australian shares are poised to open higher, lifted by overseas gains and on expectations that the RBA will not announce any changes after its policy meeting today.

Natural gas from sea, to shore, to ship 

Growth companies are particularly exposed while banks could withstand any rise, writes Nicki Bourlioufas.

Australian shares are poised to open higher, lifted by overseas gains and on expectations that the RBA will not announce any changes after its policy meeting today.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 30 April.