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March 2020. The Oil-pocalypse. The emerging market party that never came. Gather round and hark these tales of horror, and learn from these mistakes!

As the UN climate summit approaches, head of policy and advocacy at Impax Asset Management Chris Dodwell reflects on the action needed to get on track for global net zero.

The ASX is set to rise after the S&P 500 notched its best month since last November.

With nearly half of the S&P 500 reporting, about 82% have beat earnings expectations.

Amid a wave of mergers, funds have been forced into survival mode.

When it comes to doing your homework on ETFs, understanding index construction is indispensable.

The ASX is set to rise after another batch of strong earnings sent Wall Street higher.

Merchants likely to demand lower fees after the Reserve Bank calls for an end to “no surcharge” rules.

+ Housing in retirement; Price survey; Boomers v FHB; APRA; Behavioural bias; Corporate bonds opening; Cash is king for equities; 10 EM trends.

An observation, not a recommendation.

Morningstar analysts have left the boutique asset manager's parent rating unchanged.

The ASX is set to slip after the S&P 500 and Dow fell alongside a drop in oil prices.

Investors can’t expect the same level of returns for low risk.

Twelve prominent asset managers weigh in on what they hope to see at the major climate summit in Glasgow next week.

Iron ore has plummeted thanks to a slowdown in Chinese steel production, taking Fortescue Metals with it. Could green hydrogen be the mining giant's future?

The ASX is set to edge up after Wall Street inched higher amid a Q3 miss at Facebook.

The SPAC deal is done, but investor enthusiasm seems to have cooled after the wait.

Bitcoin believers have better options.

The good times are set to persist until the end of the year.

Supply and demand imbalances have pushed oil and natural gas prices higher. We still see value for long-term investors.

The ASX is to rise after Wall Street rallied and Tesla rose 13% on inking a deal with Hertz.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 22 October.

Higher bond yields should be beneficial for bank profits.

And why professional investors watch changes in bond yields closely.

China’s stock market isn’t riskier than it was several years ago. 

The ASX is set to rise after a mixed Friday on Wall Street where tech giants slipped.

A strong quarter has begun the healing process after years of underperformance for energy.

A recent study shows how we base our understanding of the economy on our trips to the supermarket.

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 ASX is set to edge slightly higher after the S&P 500 notched a new record in a late rally.

Despite the massive disruption, we still see opportunities across some affected sectors.

ProShares Bitcoin Strategy ETF lived up to the hype even as investors were urged to be cautious.

Some index providers screen large caps for low debt, sustainable earnings and returns on equity.

+ Market and RBA disagree; Consultant and advice fees; Montgomery's themes and tips; Global trade; Active funds; Life expectancy; Define sophisticated.

Podcasts, connected TVs, and e-commerce platforms will help grow digital ad spending.

Investment management fees and costs.

Many assets will be uneconomic in a low carbon world, but sectors as diverse as commercial property and tobacco may be seriously unprepared for the financial impact

There is little public scrutiny on the value for money; how do consultants decide what to charge?

The ASX is set to open higher after the S&P 500 put on a sixth straight day of gains.

These new US-listed exchange-traded funds will invest in bitcoin futures, not bitcoin itself.

Inflation is less of a worry for investors with equity-heavy portfolios.

Shareholder group accuses CBA of dragging its feet on climate

The younger generation’s drive into SMSFs should give the sector a further growth boost, putting pressure on incumbents to lower fees and enhance services.

The ASX is set to follow Wall Street higher as Q3 earnings in the US inspire confidence.

It’s important to know the difference between ‘value’, and ‘growth’ – and in the case of funds, ‘blends’.

The ASX is set to open lower after Wall Street ended mixed amid gains for the tech giants.

Simon Shields converted his LIC into an active ETF in June and has no regrets.

The fuel has big potential in steel making and bulk transport.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 15 October.

Despite the stock's meteoric rise, shareholders are pushing back against Tesla's management and board.

The ASX is set to rise after the S&P 500 notched its best week since July amid a jump in retail trade and strong Q3 earnings.

Former US Treasury Secretary attacks the consensus around transitory inflation.

Investors are building up stockpiles of cash to swoop in on bargains when the dip comes along.

The ESG outperformance narrative is flawed, new research shows.

The ASX is set to go higher after a broad-based rise on Wall Street was helped by falling US jobless claims and strong earnings from several banks.

+ RBA switches tack; Bubbles; Super fund letters; EVs 9 companies and 4 minerals; Valuing Tesla; Microsoft multiples; 5 value chains; Super for wealthy.

Rather than compare results against APRA's benchmark, large super funds which failed the performance test are using another measure.

Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

The ASX is set rise after US markets mostly shook off a higher-than-expected inflation reading.

While rates matter to technology stock valuations, they haven't been driving performance.

The popular trading platform's recent acquisition aims to give retail investors more say.

The ASX is set to open higher despite a negative steer from the US, where Wall Street edged lower.

The fund manager remains significantly undervalued.

Shareholders flex their muscles and get Microsoft to support a ‘right to repair’ for its electronic devices.

An IPS helps transition your investment collection to an investment plan.

The higher spot oil price has yet to be fully factored into share prices, writes Mark Taylor.

Australian shares are set to open lower after US stocks skidded.

Energy producers will welcome higher prices but hope that they moderate before consumers turn to alternatives.

A non-clickbait look into a few clickbait tickers.

Morningstar analysts predict higher prices into 2022 as OPEC and US shale producers hold off increasing supply.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 08 October.

Analysts say these 'reopening' stocks still have a way to run as trade roars back.

Zuckerberg has veto power over investors thanks to Facebook’s share class structure.

The ASX is set to edge lower after Wall Street slipped Friday

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

Spotlight on natural gas bodes well for Woodside.

Gloom or boom? Two wildly different perspectives on the outlook for growth companies.

The proposed ending of BHP's dual company structure is likely to have the biggest impact.

The ASX is set to move up after a temporary deal on the US debt ceiling.

Automakers aren’t the only ones poised to benefit from EV growth.

+ House price falls; 5 charts on who we are; 9 business tips from David Gonski; Investors underperform; LVMH luxury; Ransomware threat; Energy crunch.

The rapid growth of ESG investment options in recent years has increased the burden for fund selectors and investors who want to build ESG portfolios.

Any policy decision needs to recognise who is affected by a change; who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

The ASX is set to follow Wall Street higher after an afternoon jump sent US shares into positive territory.

Social media giant may be fire but has long experience of dealing with controversy, say Morningstar analysts.

In praise of what can't be measured.

Long-term investors can take a dip in their stride after a year of double-digit gains.

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

Investors may need to hold more growth assets over the coming years, says Morningstar's Jody Fitzgerald.

The ASX is set to move higher after US share markets rose and oil prices set new records.

Watch for high-quality stocks trading at bargain prices, writes Nicki Bourlioufas.

ARK Investment’s Cathie Wood and Research Affiliates Rob Arnott spar over Tesla’s future.

Despite growing four times as fast, China has had half the equity market returns of the US since 2011.

And how G8 Education and Link Administration are positioned for long-term success.

The ASX is set to fall after Wall Street was dragged lower by technology stocks such as Facebook. The tech-heavy Nasdaq is now down more than 7% over the past month.

Post-tariff pivot to the US and premium wines is bearing fruit.

The highly volatile asset class has the potential to run wild in a retirement system promising control.