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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.
investing

Morningstar Guide to Investing: Part I

Learn what it takes to be a Morningstar investor
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

Special Topic Week: Global Equities

Now is the time to look offshore.
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.
stocks

Frenzy of mergers in energy: Reporting season roundup

Hydrocarbons poised for a comeback.
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.
etfs

Short-sellers bet against ARK Innovation ETF

What shorting ETFs means for long-term investors.
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.
stocks

Chinese biotech: Buy the dip?

Morningstar looks at two diversified Chinese biotech names.
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.
stocks

3 ASX stocks on sale after reporting season

Double digit discounts to fair value on offer.
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.