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markets
Politicians' crocodile tears won't solve the housing crisis - Firstlinks newsletter
+ 10 ways to control house prices; Eslake's sorry saga; Jacob Mitchell's lessons; Is tax-free super fair? Never Evergrande; Forecasting value; Podcast.
retirement
Crypto is making its way into SMSF portfolios
SMSFs give investors the latitude to make big bets with their retirement savings.
markets
Global Market Report - 01 October
The ASX is set to tumble at the open after US markets slid and the S&P clocked its worst month since March 2020.
markets
Investors can ignore debt-ceiling showdowns...usually
Should investors be concerned about this political brinkmanship? We look to history to find out.
personal-finance
It's coming: 10 ways to cool rampant housing prices
IMF, OECD, RBA, APRA, CFR, CBA and ANZ are all calling for curbs on housing lending. Why will it take APRA months to issue a paper?
stocks
Look to Credit Corp for a leading indicator of economic health: Reporting season roundup
What Reporting Season August 2021 told investors about the health of the financials sector.
stocks
Morningstar initiates coverage of faith-based software provider Pushpay
The software helps US mega-Churches address a key pain point: keeping donations and engagement up as membership swells.
markets
Global Market Report - 30 September
The ASX is set to rise after US stocks pared Tuesday’s losses to end mixed.
stocks
Pharmacy wars: Sigma tops Wesfarmers bid for API
But the tie-up could face significant hurdles, says Morningstar analysts.
markets
Global Market Report - 29 September
The ASX is set to fall after days of rising bond yields on the prospect of higher rates spilled into US equity markets and sent stocks tumbling.
stocks
Opportunity for ResMed in Philips recall
Analysts say the incident has given the medical device company a 'rare opportunity’ to expand its market share.
stocks
Tencent fair value lowered on delayed game launches
Morningstar analysts expect delayed game launches will have an impact on profits.
stocks
Investors can't rely on the "index-effect" for a quick buck: S&P
Betting on companies moving in and out of an index no longer a viable strategy, according to a new report from S&P.
stocks
Cause for optimism at a2 Milk and Invocare: Reporting season roundup
a2 milk is an opportunity to be greedy when others are fearful.
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 24 September.
markets
Australian commodities at risk in Evergrande turmoil: Charts of the week
The Chinese real estate sector is a significant driver of global commodity demand.
retirement
Too big to hide: Australia’s largest SMSFs spark debate
A small number of self-managed 'mega-funds' are causing a stir, writes Anthony Fensom.
personal-finance
Money should be taught in schools
Here is the class high schools should teach (but don't).
markets
Global Market Report - 28 September
The ASX is set to fall. US indexes closed mixed as supply issues kept oil and natural gas prices rising. Brent crude hit its highest level since 2018.
markets
Global Market Report - 27 September
The ASX is set to edge higher after a mixed session Friday on Wall Street.
stocks
COVID-19 vaccine booster plans match our expectations
We don’t expect any changes to our fair value estimates or moat ratings for the mRNA manufacturers.
personal-finance
Who wins in the race to $0 brokerage? Editor's Note
If it's too good to be true, it probably is, but a healthy back and forth is how we reach better outcomes for all.
personal-finance
3 investment mistakes to avoid
Evergrande holds valuable lessons for individual investors.
personal-finance
The options to gain equity exposure with less risk
Equity investing pays off over long terms but comes with short-term risks many people cannot tolerate, especially retirees preserving capital.
markets
Global Market Report - 24 September
The ASX is set to follow Wall Street higher after US markets reacted positively to the Fed's taper timeline and fears of contagion from troubled Chinese developer Evergrande abate.
funds
The other Evergrande bond issuers
The troubled real estate developer has been issuing bonds through its listed entity, as well as through subsidiaries. What’s the real Evergrande representation in portfolios?
stocks
Peter Warnes on Aussie utilities, miners and bank buybacks
Morningstar's head of equity research joins Mark Lamonica to discuss results season and answer viewer questions.
stocks
AGL shareholders spar with board over climate
Shareholders say the company's transition plans fall well short of the UN Paris Agreement.
stocks
Post-covid normalisation is underway in healthcare: Reporting season roundup
Covid's winners and losers are returning to their prior trajectories.
markets
RBA sends mixed messages on interest rates and soaring property prices - Firstlinks newsletter
+ Joe Hockey on geopolitics and investing; equities with less risk; Montgomery's tipping point; No rate rise until 2024! Survey results; Demographics.
personal-finance
9 questions to ask a financial adviser (before hiring one)
Consider these questions in order to make sure you get the right adviser for you.
markets
Global Market Report - 23 September
The ASX is set to rise after Wall Street closed higher and the US Federal Reserve suggested it’s bond buying program could be fully wound down by mid-next year.
funds
4 steps to adding sustainable funds to your portfolio
Your guide to putting sustainability goals into practice.
funds
Under the hood of Australia's most popular 'all-in-one' ETF: VDHG
Morningstar thinks it’s one of the best options in the space.
markets
Global Market Report - 22 September
The ASX is set to edge lower after a mixed close on Wall Street. Investors look to the US Federal Reserve meeting, due Thursday morning Sydney time.
investing
One of the most underappreciated dangers of investing
Sequence-of-returns risk matters for both retirees and savers. Here's why.
markets
The Evergrande crisis explained: Should Australian investors worry?
Fears are mounting the collapse of one of China's real estate juggernauts could infect global markets and Australia's largest export.
markets
Sustainable investing is about managing risk, not “goodness”
A response to Aswath Damodaran's denouncement of environmental, social and governance investing.
funds
Listed Investment Companies monthly performance: August 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
Who’s buying Evergrande’s bonds?
Blackrock, HSBC and UBS have been accumulating Evergrande bonds over the past few months.
stocks
REITs recover pandemic losses: Reporting season roundup
Analysts expect the sector to recover to pre-Covid trading levels once borders reopen.
markets
Global Market Report - 21 September
The ASX is set to fall as global stocks sell off over debt fears in China’s property market. Iron ore falls past $US100.\n
markets
Why gold is back on these analysts' radar
Aussie gold miners are tipped to benefit from rising prices, 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 17 September.
stocks
Dividends rebound but tread carefully around record yields: Charts of the week
High dividend yields can hide a falling share price.
markets
Global Market Report - 20 September
The ASX is set to fall after US markets closed lower. This week, central banks in the US, UK and Japan meet and concerns grow over indebted Chinese property developer Evergrande.
markets
How to invest in overseas stocks
Few barriers to investing in the US, UK, Canada, Germany, and Japan.
retirement
Getting to $1m in super is within reach (if you start saving early): Editor's Note
You don't need a big salary. The magic of compounding will do the heavy lifting.
retirement
10 reasons wealthy homeowners shouldn't receive welfare
Thousands of age pensioners are now wealthy beyond their wildest dreams; they did one brilliant thing that set them up for life and retirement.
markets
Global Market Report - 17 September
The ASX is set to edge lower while Wall Street ended mixed amid growing concerns of an economic slowdown in China as creditors circle indebted property giant Evergrande.
markets
Cheap bank funding fuels property boom - but who is it helping? Firstlinks newsletter
+ Bank problem fix thanks; Survey on welfare test; Sean Fenton; FY21 stock winners; D'oh! DDO; Coles goes 'Down Down'; New podcast; Managed accounts.
markets
How real are the regulatory risks facing Big Tech?
An internet analyst gives insights into three key risks faced by Big Tech and implications for share prices.
markets
Global Market Report - 16 September
The ASX is set to rise as Wall Street staged a rebound amid a surge in oil prices. Iron ore falls to near $US100 as the rout continues.
stocks
Australian banks face margin pressure amid low rates: Reporting season roundup
Rising customer deposits and access to cheap funding helped Australia's banks stave off net interest margin pressure, but analysts see warning signs.
markets
What are top-rated global equity managers holding?
Seeking out US tech and businesses with strong competitive advantages.
markets
Global Market Report - 15 September
The ASX is set to open lower as Wall Street slumped and fresh data showed the pace of US inflation may be slowing.
funds
Greenwashing explained
Morningstar's Hortense Bioy on how to spot greenwashing and how to avoid it.
markets
6 global equity names for your portfolio
Three wide-moat dividend payers and three non-tech Chinese stocks.
markets
Solar stocks are too hot
Enthusiasm for renewables has these solar names trading at premiums to fair value.
markets
9 undervalued Chinese stocks that have been oversold
Regulatory risks for Chinese companies are far from over, but we do think they present an opportunity for investors.
markets
Global Market Report - 14 September
The ASX is set to edge lower after a mixed session on Wall Street with energy stocks helping the S&P 500 higher while the Nasdaq slipped.
markets
US economy on track to recover despite road bumps
Surge in delta-variant will only moderately delay the return to normal.
markets
Finding renewable energy stocks around the world: Charts of the week
Look to Asia and the US for renewable energy and green transportation.
markets
7 US stocks to buy on a dip
These wide-moat, low-uncertainty names may be fairly valued today, but they should be on quality seekers’ watchlists.
stocks
Earnings down as private money circles infrastructure: Reporting season roundup
Utilities and infrastructure names battle the impact of covid as private equity and pension funds circle.
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 10 September.
personal-finance
Investing basics: The power of compound interest
Meet the eighth wonder of the world.
markets
Global Market Report - 13 September
The ASX is set to open lower after Wall Street fell Friday as covid and the prospect of an end to central bank stimulus weighed on markets.
markets
Morningstar guide to international investing
In this exclusive guide, discover trusted strategies to identify the right overseas investment for your portfolio.
funds
Most active managers underperform, again: S&P
Aussie small cap managers are among the few who can consistently beat the index.
markets
Market Index Performance | August 2021
Our monthly update detailing the short- and long-term performance of major indices.
stocks
TPG tipped to recover as mobile competition eases: Reporting season roundup
Providers have lifted prices after years of a debilitating chase for subscribers at all costs, says Morningstar's Brian Han.
personal-finance
How dot plots and tiny triangles shape our investments
Dots and dashes have been prevalent in financial markets for 100 years, but what are those tiny triangles in the newspaper?
stocks
Green shoots emerge for dividends
More than $40 billion in dividends will hit investors' bank accounts in the coming months.
markets
Global Market Report - 10 September
The ASX is set to open higher after Wall Street fell for a second day and the European Central Bank announced it would slow its bond-buying program.
markets
Watch for half-truths and sensations in financial media - Firstlinks newsletter
+ Wet streets cause rain; Dot and triangle lessons; ASX longest run; When you retire; Covet thy neighbour's house; Lewis and Inkster books; Inflation.
etfs
VAS vs AFI: Which is right for your portfolio?
We explore the key differences between exchange-traded funds and listed-investment companies.
markets
Global Market Report - 09 September
The ASX is set to fall at the open after Wall Street and most global markets slipped lower.
markets
Reporting season, China and Powell: August market wrap
Commodity price slump pushes BHP back into fairly valued territory.
stocks
Surging lumber prices were no match for Brambles: Reporting season roundup
Morningstar senior analyst Grant Slade says Brambles secular growth trend is intact despite nearterm headwinds. He discusses results from the building and construction materials sector.
stocks
REITs rebound but lockdowns curb retail recovery
The best performing were fund managers with earnings related to e-commerce logistics, writes Nicki Bourlioufas.
markets
Global Market Report - 08 September
The ASX is set to start lower after a mixed day of trading on Wall Street saw most sectors slip and tech stocks rise as investors grappled with Delta.
markets
Global Market Report - 07 September
The ASX is set to rise as investors wait on whether the Reserve Bank will continue with its plans to reduce stimulus when it meets today. US markets were closed for Labor Day.
stocks
Stock of the Week: Duolingo
Recently floated language app has been a lockdown winner, but China and rivals could thwart its ambitions.
retirement
Underperforming super funds exposed: Charts of the week
We take a numerical look at superannuation as several funds get an “F” from the government.
funds
Farewell mutual funds, the age of ETFs is coming: A view from the US
Eventually ETFs will be the industry standard, writes John Rekenthaler.
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 3 August.
markets
Global Market Report - 06 September
Australian shares are set to open lower after Wall Street ended mixed after new data showed the pace of US hiring slowed in August.
markets
The low interest rate world isn't going anywhere: The Fed
Two visions for the future agree returns are set to fall.
stocks
Miners soar thanks to iron ore: Reporting season roundup
Miners bask in the glow of iron ore prices while bargains remain in coal.
etfs
ETFs are funds, not friends: Editor's Note
We all love a good yarn, but stories don't necessarily make great investments.
personal-finance
Investing like Jerome Powell or the Future Fund
Most of us try a version of tactical asset allocation. The good news is the range of investments available has improved significantly.
stocks
Platinum and Magellan: Is there value in underperforming listed investment managers?
Analysts believe near-term turbulence is not reflective of future earnings potential.
markets
Global Market Report - 02 September
The ASX is set to open higher after Wall Street rose on the back of positive economic data.
investing
Morningstar Investing Bootcamp: September 2021
Learn what it takes to be a Morningstar Investor and establish the fundamental framework for successful long-term investing.
markets
The pivotal power of Powell - Firstlinks newsletter
+ Future Fund and Jerome Powell assets; Markowitz's 'aha'; house prices to fall; Christian Baylis chat; super test fail; a decade of gold; podcast.
markets
Global hydrogen market heats up
How it beats battery power and what to know about the investment opportunities today.
markets
Global Market Report - 02 September
The ASX is set to open lower as the Nasdaq jumped to a new record.
personal-finance
Conservative investors must accept lower returns
Defensive portfolios will struggle in a low interest rate environment.
stocks
Coinbase under the microscope: a new type of exchange
The firm is well-positioned for success, but there’s still much to unpack about the nascent cryptocurrency trading space.