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personal-finance

LinkedIn is not a money classroom for kids (or adults)

Adults have proven themselves untrustworthy when it comes to educating kids about cash. Is there anyone out there with a decent (and scalable) plan?
stocks

Twitter's Jack Dorsey quits: Morningstar view

Morningstar analyst Ali Mogharabi is positive about the new chief executive but is maintaining the fair value estimate for the social media giant.
etfs

For the bond market, this time may be different

Will the skeptics at long last be vindicated?
funds

6 qualities of great index funds

To understand your fund, get to know its underlying index.
markets

Global Market Report - 01 December

The ASX is set to follow Wall Street lower after Fed Chair Jerome Powell signalled a hawkish turn.
stocks

Rivian early investor says best years are ahead

But Morningstar's electric vehicle analyst cautions the start-up is high risk.
stocks

China's economic slowdown leaves Australian sectors exposed

Australian miners are vulnerable to a further correction in the iron ore price.
markets

Global Market Report - 30 November

The ASX is set to rise after Wall Street rebounded from Friday's dip.
stocks

An investor's guide to 2021 US holiday sales

The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
stocks

How do fund managers approach boom-or-bust biotech stocks?

Benchmark rebalance in June put pressure on some small-cap managers to get into the sector.
stocks

Lazard's 3 top picks for the energy transition

These companies are set to profit from the move to clean energy, says Lazard.
markets

Global Market Report - 29 November

The ASX is set to fall after the emergence of a new coronavirus strain triggered a global selloff.
stocks

Is this the beginning of the end for BNPL? Editor's Note

Oh, how the mighty have fallen.
stocks

Silver linings in the iron ore sell off

BHP and Rio Tinto are back in fairly valued territory.
stocks

9 high quality dividend ideas for 2022

These stocks combine high dividend yields with economic moats.
personal-finance

100 timeless tips for young investors: Firstlinks survey

From the hundreds of survey responses, we will select them in blocks of 100 over several weeks to help manage your time. There are consistent themes in here from decades of mistakes and successes.
markets

Global Market Report - 26 November

The ASX is set for a small rise at the open with Wall Street closed for Thanksgiving.
etfs

Crypto ETFs hit the ASX: ETFInvestor Q3

On the back of rising investor demand, 2021 has witnessed the emergence of exchange-traded funds in the cryptocurrency space.
etfs

ETFInvestor | September Quarter 2021

On the back of rising investor demand, 2021 has witnessed the emergence of exchange-traded funds in the cryptocurrency space.
markets

Donations and the erosion of trust in government - Firstlinks newsletter

+ Political pain; Investing changed for many; Advice for newbies; Next generations; Where to for LICs; Bank gold stars; Westpac buyback; Rebalancing.
stocks

Chinese tech giant Alibaba falls from grace

Morningstar analysts like its competitor, e-commerce giant JD.com
stocks

Value in Woodside as it pursues LNG mega project

Morningstar analysts support the long anticipated investment.
stocks

An uneven energy transition leaves room for coal and gas: COP26 debrief

The results of the COP26 climate summit suggest coal demand is likely to persist for longer than expected.
personal-finance

Maybe not the four most-costly words in investing

A surprisingly high percentage of our survey respondents believe 'This Time is Different'.
funds

Buybacks, WAR and ETFs: How discounts are driving LIC market transformation

While some LIC managers across the country nervously wait for hostile approaches, others are learning to adapt and survive.
markets

Global Market Report - 25 November

The ASX is set to edge higher following gains on Wall Street as iron ore passes US$100.
stocks

Bulls v bears: Is Microsoft a buy?

Microsoft is flexing its cloud capabilities, but does that impressive growth make it a buy?
markets

What is the US Federal Reserve and how does it work?

A series of frequently asked questions about the Fed.
stocks

Ventia lists at over 20% premium to slashed IPO price: Morningstar view

Successful participants ended up getting their shares far cheaper than expected, at an approximate 40% discount to Morningstar's reduced fair value estimate.
stocks

What Succession teaches us about founders and their power

The hit HBO drama shows how proxy voting can be powerful and corrupted in the fight over who controls a company.
markets

Global Market Report - 24 November

The ASX is set to edge lower after an afternoon rally lifted the S&P 500 to a small gain.
stocks

Big companies are breaking up, and you get to pick the winners

From General Electric to Glaxo and SSE, big companies are splitting up. Do investors benefit when given the choice to "pick the winners"?
markets

Will cryptocurrency protect against inflation?

If there is a pattern among the tea leaves, I have yet to discern it.
stocks

PayPal's crypto ambitions

The ubiquitous payments firm has grown up, left eBay behind, and now has ambitions in crypto, social commerce and buy-now-pay-later.
markets

Global Market Report - 23 November

The ASX is set to edge lower after mixed trading on Wall Street as Fed Chair Jerome Powell is tapped for a second term.
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 22 November.
retirement

Superannuation investment management - is it better in-house?

Large funds claim they can save millions by internalising their investment management teams, but is it all upside for members? Annika Bradley explores this growing trend.
personal-finance

Scammers are duping investors out of millions: Charts of the week

Even sophisticated investors can fall prey to scams that impersonate major fund managers.
markets

Global Market Report - 22 November

The ASX is set to slip after a weak finish on Wall Street amid a covid outbreak in Europe.
stocks

Ventia IPO: Morningstar gives the ASX's newest member the thumbs up

Shares debuted at a bargain after the IPO price was slashed.
funds

Listed Investment Companies monthly performance: October 2021

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).
funds

Financial services industry opts for secrecy and investors lose out – again: Editor's Note

Investors are entitled to know how their money is being invested, writes Emma Rapaport.
markets

Global Market Report - 19 November

The ASX is set to rise after an uneven advance on Wall Street amid a positive jobs report.
funds

Australian listed managed-investment landscape

Exploring an evolving market.
stocks

4 undervalued picks for a hot market

These stocks are all trading at five stars.
stocks

What’s next for Rivian after a supercharged IPO?

Even with a sound business strategy, hot new stocks often run out of steam.
markets

More startling examples of market mania - Firstlinks newsletter

+ You decide: is this time different? Starting points matter; 10 key themes for 2022; Pricing power; SMSF lump sums; Aussie banks; China reg reform.
personal-finance

The Living Years Survey: Is this time different?

Many of our readers possess decades of investment experience; please share your long-term lessons with those starting out.
markets

Global Market Report - 18 November

The ASX is set to edge lower as Wall Street gave up Tuesday's gains.
stocks

Woodside sells take in Pluto Train 2: Morningstar view

We believe valuation implications are neutral.
stocks

What will drive US holiday sales in 2021?

A confluence of factors will bolster consumers' holiday spending this year.
stocks

Why investors can't ignore Tesla

Love it, hate it, Tesla is a stock that investors can’t ignore. We bring you five charts on the companies growing influence in the stock market.
funds

Vanguard controversy: Does VDHG lead to higher taxes?

The fund’s structure can lead to higher distributions and taxes for investors.
markets

Global Market Report - 17 November

The ASX is set to follow Wall Street higher as RBA Governor Lowe holds dovish line.
funds

What rising inflation means for Australian investors

And how investors can protect their portfolios.
retirement

Super investments can make a big difference to climate change

Local funds are bolstering their sustainable options.
funds

Crypto ETF surfs investor enthusiasm for thematics: Charts of the week

Interest in thematic funds is breaking trading volume records on the ASX.
markets

Global Market Report - 16 November

The ASX is set to slip after a flat finish on Wall Street.
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 November.
funds

If you can't beat them, join them

Multi-asset investors have more choice for lower fees
funds

Australia blows opportunity to improve portfolio holdings for retail investors: Morningstar view

The new regulations offer little value to Australian investors and do not exceed the lowest bar Morningstar sees in any disclosure regulations in other global markets.
markets

Global Market Report - 15 November

The ASX is set to edge lower despite a positive lead from Wall Street on Friday.
stocks

Facebook is under fire, but it's also undervalued

The most attractive social-media stock under Morningstar coverage.
personal-finance

Is there a place for advisers in a crypto world? Editor's Note

Young wealthy investors betting the farm on cryptocurrencies, IPOs and startups are testing the limits of traditional financial advice.
markets

Global Market Report - 12 November

The ASX is set to rise after Wall Street ended mixed and iron ore moved higher.
markets

High US inflation is proving sticky, but not here to stay: Morningstar view

Investors should brace for inflation to look worse before it gets better.
stocks

Is the Rivian IPO worth the hype?

Automaker Rivian's IPO is electric. Its valuation is a testament to enthusiasm for electric vehicles.
markets

An outsider’s view on Australia's super system - Firstlinks newsletter

+ Not-so-Super global ranking; ETFs' DNA; Managing decumulation; Super industry concentration; Private debt; Decarbonisation; Logistics property.
retirement

Why has Australia slipped down the global super ranks?

A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.
markets

Global Market Report - 11 November

The ASX is set to slip after US stocks and bonds sold off as inflation hit a multi-decade high.
markets

CommBank users will soon be able to buy crypto – but should they?

Most investors shouldn’t stray beyond a few percentage points.
personal-finance

Warning signs: How to spot an investment scam

Read the warning signs because if it sounds too good to be true, it probably is.
funds

Is it really a bear market for China stocks?

The unusual structure of the Chinese market means the answer depends on where you’re investing.
etfs

ARK Innovation ETF has likely been a disappointment for most investors

Investors are fleeing for the exits amid the fund's underperformance this year.
markets

Market Index Performance | October 2021

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

Global Market Report - 10 November

The ASX is set to rise after US stocks dipped off record highs and Tesla plunged 12%.
stocks

Tesla shares fall for second day as competition emerges

Increased competition from Nvidia could reduce Tesla's AV technological advantage and weigh on long-term growth.
stocks

Link takeover bid could go higher as Sydney Airport, API deals close

Neither the first nor the last bid for Link from the Carlyle Group.
stocks

7 undervalued US stocks that crushed earnings

These stocks crushed third-quarter expectations and remain undervalued.
funds

Sustainable investing continues to gain momentum

Flows into Australian sustainable investments continue to grow in Q3 2021.
stocks

Understanding Europe's energy crisis

Is now a good time to bet on energy?
markets

Global Market Report - 09 November

The ASX is set to edge up as Wall Street hovered above record highs.
markets

Days of ultra-low property financing are numbered: Charts of the week

The growth in fixed-term loans will impact borrowers, commercial banks and the Reserve Bank.
stocks

6 inflation-tough stocks for global investors

Morningstar thinks these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.
funds

Australian sustainable investing fund landscape - Q3 2021

Flows into Australian sustainable investments continue to grow.
markets

Global Market Report - 08 November

The ASX is set to rise after strong US jobs data helped Wall Street higher.
personal-finance

Micromanaging your investments costs more than just returns: Editor’s note

Time is money and you should be averse to losing both.
stocks

Risk/reward equation still looks good at Westpac

Morningstar maintains fair value despite a fall in margins and slower progress on cost reductions.
markets

Global Market Report - 05 November

The ASX is set to rise as US stocks hit new highs and major central banks held dovish line.
markets

7 charts on why the Fed's tapering and what's next

Higher inflation may be transitory, but watch the job market for the Fed's next move.\n 
funds

Your ETF has more exposure to China than you thought

Search our table to see how much your ETF’s holdings depend on China.
investing

Morningstar Investing Bootcamp: November 2021

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

Climate funds sound similar, here's a way to pick them apart

A framework for finding the right climate fund for you
markets

A big week in normally sanguine bond markets - Firstlinks newsletter

+ Douglass and Lowy chat; Stagflation; RBA lets go of control; Bond yields; The 60/40 mix; SuperStream for SMSFs; and COVID-led resignations.
markets

Global Market Report - 04 November

The ASX is poised to open higher as the Federal Reserve announces tapering of bond buying.
retirement

The good news about retirement income

A lower starting withdrawal rate doesn't guarantee you'll have to live on less.
stocks

3 sustainable investing ideas that have nothing to do with renewable energy

US-listed global equities with a different twist on sustainability.
markets

Global Market Report - 03 November

The ASX is set to follow Wall Street higher as the RBA hinted at an earlier rate rise.
stocks

Two Aussie fintechs that aren’t Afterpay

There’s more to the Australian fintech sector than buy-now-pay-later.
stocks

What's the 'metaverse' and should investors care?

Metaverse prophets are early but emerging technologies bear promise.
funds

What is greenwashing, and why some green funds own fossil fuels

Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
markets

Global Market Report - 02 November

The ASX is set to rise ahead of today's RBA board meeting after Wall Street hit record highs.
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 November.
markets

What happened to Australian inflation last week? Charts of the week

A jump in inflation has the bond market pricing rate hikes next year, we explain why
markets

As climate summit begins, analysts see risks—and opportunities—for investors

Climate change is one of the thorniest challenges confronting investors, and one that will reshape the financial markets.
markets

Experts debate inflation and growth risks for markets

Fund managers weigh in on inflation and growth.