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stocks
Inflation shock; Rate hike odds run hot; FAANGs report: What we learned this week
Musk turns from Tesla as he seals the deal on Twitter.
fixed-income
Dip a toe in: Bond market bloodbath reopens case for fixed interest
The worst quarter for bonds in decades has sent yields to levels not seen in almost a decade.
markets
Inflation blowout is last nail in the coffin of the pandemic share market: Editor's Note
Here comes the era of rising interest rates.
markets
Bill Browder: A scared Putin will only escalate the conflict
Exclusive: Hermitage Capital Management CEO Bill Browder talks Putin, Russia, and the next six months for Ukraine
markets
5 risks facing the US market right now
Inflation, rising interest rates, geopolitical risks, and other things to keep your eye on.
stocks
Going private: How does Twitter compare?
Twitter is the latest in a string of companies to go private, so how does the deal compare to other deals and who wins and loses?
markets
Global Market Report - 29 April
Australian shares are poised to rise as a rally in US stocks eased in after-hours trading.
stocks
Aussie equities have little to fear from rising rates
A booming local economy and a share market packed with miners and banks should offset any damage from higher rates.
markets
On elections, inflation and political point scoring: Firstlinks newsletter
When top managers underperform, inception date roulette, your say on the election, AUS vs USA, 3 inflation drivers, ESG choices, Buffett expertise.
stocks
Buffett and Berkshire in 2022
Morningstar's analyst talks about the Buffett's recent deals, what the stock is worth, and whether Berkshire will pay a dividend any time soon.
stocks
Tesla shares crash on market concerns over Twitter deal: Analyst view
We think the market reacted negatively to Musk likely spending less time running Tesla.
markets
Global Market Report - 28 April
Australian shares are set to pare yesterday’s losses at the open as US stocks eked out gains.
markets
5 charts on surging Australian inflation
Australia is facing the prospect of a pre-election rate rise as inflation surges to 21 year high, propelled by rising housing and fuel costs.
stocks
TPG’s pandemic bounce back: Morningstar forecasts earnings lift
Morningstar analyst Brian Han believes that growth is on the way for undervalued telco TPG.
markets
Check out this map of Europe's biggest stocks
Our interactive map shows you how Europe's biggest stocks compare by market capitalisation and Morningstar star rating.
markets
Global Market Report - 27 April
Australian shares are poised to drop again at the open after US equities fell steeply.
markets
Proxy season underway; Off to Omaha: Week ahead in US markets
Banks and pharmaceutical companies face a wave of shareholder proposals. Netflix shares plunge as United, Delta, and American rise.
markets
Economic outlook: Inflation concerns shouldn't knock recovery off-course
Australia's economy to perform well despite inflation concerns, says Morningstar analysts.
funds
Listed Investment Companies monthly performance: March 2022
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).
stocks
Elon Musk to acquire Twitter
Twitter announced that it has entered into a definitive agreement to be acquired by an entity wholly owned by Elon Musk for US$44 billion.
markets
Global Market Report - 26 April
Australian shares are poised to fall when the local share market opens from another holiday weekend.
personal-finance
Why you’re paying more for petrol (and it’s not just Russia)
The pandemic and war in Europe were shocks to an already creaking oil market.
markets
Rocky road at Rio; Good news from corporate America; Netflix loses its chill: What we learned this week
Barbarians at the gate for Ramsay as IMF gives Australia the thumbs up.
funds
The cost of investing with a narcissist: Editor's note
New research finds fund managers with an exaggerated sense of self-importance underperform their peers.
markets
Global Market Report - 22 April
Australian shares are poised to decline alongside Wall Street.
etfs
2 global equity ETFs for your portfolio
These ETFs focus on global stocks and earn Morningstar Analyst Ratings of Silver and Bronze.
stocks
Morningstar Australia and New Zealand equity outlook
Equity strategist Gareth James walks through the state of play in the economy and equity markets.
personal-finance
What to buy if stagflation arrives
Commodities have a mixed record as stagflation threatens a return after a 40-year absence.
stocks
Is now the time to buy Netflix stock?
Netflix shares plunge, with subscriber losses set to continue as competition for the streaming pioneer from Disney and others intensifies.
funds
Behold: China, the ESG giant
Move over the US, there's a new second-biggest climate funds market in town.
markets
Global Market Report - 21 April
Australian shares are set to rise, shrugging off a mixed result on Wall Street.
funds
Sun shines on value: Best and worst performing funds of Q1
A commodity boom and rising interest rates have humbled technology stocks and handed outperformance to those betting on the real economy.
stocks
9 undervalued stocks for sustainable investors
We screen for US companies with leading sustainability practices that are now trading below their fair value estimates.
funds
Managing style in your portfolio: Value v growth
Portfolio construction considerations to draw from recent Australian equity performance.
markets
Global Market Report - 20 April
Australian shares are poised to open higher after US stocks rallied and bonds slumped.
stocks
Morningstar hikes fair values for slew of miners
Changes leave several resource companies fairly-valued as the sector gets pricy.
stocks
Australian market approaches 'fair value' territory: Morningstar
Broad based first-quarter improvement in equity market valuations creates opportunities for investors.
stocks
Listed infrastructure to shine amid economic uncertainty
Analysts point to a positive link between the asset class, inflation and low sensitivity to economic growth concerns.
stocks
Musk Beelines for outright Twitter buy with 54% premium bid
The mulit-billionaire entrepreneur launched a broadside at the lack of free speech on social media in regulatory filings, explaining he wanted to "unlock" the platform's value
stocks
Food companies are serving up climate crisis solutions
Morningstar editorial director for sustainability Leslie Norton explains the role of food companies in producing innovative answers to our food woes.
markets
Bond yields rise, bank stocks struggle: Week ahead in US markets
Major banks start reporting. Delta and travel stocks rise higher. Healthcare stocks reverse gains while Nvidia and AMD extend losses.
markets
Global Market Report - 19 April
Australian shares are set to edge higher as US stocks fell slightly in light trading.
markets
Market Index Performance | March 2022
Our monthly update detailing the short- and long-term performance of major indices.
stocks
Afterpay's disappointing results puts sector on notice
Morningstar analysts maintain that despite problems the sector is here to stay.
markets
Woodside goes global; Afterpay falls behind on profits: What we learned this week
Albanese stumbles at the opening gate and team transitory catches a break.
etfs
Direct indexing is all the rage, but is it worthwhile?
Today’s trend is direct indexing and seemingly every major company is on board.
markets
French elections: Macron's lead soothes market nerves
Market experts react to news that incumbent Emmanuel Macron will face Marine Le Pen in the final round of the presidential elections on April 24
markets
What a difference three years makes: Firstlinks newsletter
5% bond yields; SMSF planning; Arian Neiron interview; Even God's portfolio falls; Volatility truths; Hybrids and credit; Longevity strategy.
fixed-income
Now you can earn 5% on bonds (but stay with quality)
Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.
markets
Global Market Report - 14 April
Australian shares are set to open modestly higher after stocks and bonds rose on Wall Street.
markets
Oil prices likely to remain high: Analyst take
Morningstar analysts expect a tight market and high oil prices to persist in the short run as the Ukraine war continues, but 2024 could see a shift in the dynamic.
stocks
Ryman Healthcare set to benefit as Australia ages: Morningstar
Aged care provider is bucking the industry trend of low profitability and falling occupancy.
stocks
Can Ford overtake Tesla?
Ford has an ambitious plan to reclaim its glory days by making electric versions of some of its most iconic brands.
markets
Why there is good news in the bad US inflation numbers
Despite a broad jump in inflation in March, the details are encouraging.
stocks
Big investors take profits as Graincorp flags more to come
Norway’s sovereign wealth fund among those realising gains from the commodity boom.
stocks
Russia’s war to spur opportunities in clean energy
Experts say the conflict will fast-track the energy transition and boost the prospects of clean energy producers.
personal-finance
How inflation affects your income: Explained
Depending on your last pay rise you may have little to fear from rising prices.
personal-finance
Why am I paying more for coffee?: Cost of living - Pt 1
We kick off a new series on rising prices for a series of staples and whether they're likely to increase.
markets
Global Market Report - 12 April
Australian shares are poised to fall in line with Wall Street.
stocks
US equities: Best and worst performers in the first quarter
Commodity-sensitive stocks take big gains, while supply chain issues and higher rates sent the worst performers crashing.
personal-finance
Has Russia changed risk?
Russia's Ukraine invasion poses potent risks to life and limb, and the financial fallout highlights what can happen when several other types of risk combine.
stocks
3 stocks plugged into crypto trends
Meet the publicly-listed companies cashing in on cryptocurrency demand.
markets
What to watch for in Q1 earnings, CPI inflation: Week ahead in US markets
Fed minutes trigger a tech sell off, Nvidia shares slide. Defensive sectors rally.
markets
Global Market Report - 11 April
Australian shares are set to start the week higher, shrugging off Wall Street’s slip on Friday.
retirement
4 dangerous assumptions that could ruin your retirement
By the time retirement savers realise the error of their ways, it may be too late
markets
Buffett splashes out as Elon joins Twitter: What we learned this week
Petrol prices set for more relief while the Reserve Bank makes a house price forecast.
stocks
Woodside fair value unchanged despite energy boom: Morningstar
Analysts expect any benefit to be transitory with oil and gas prices to begin normalising in 2023.
markets
Global Market Report - 08 April
Australian shares are set to rise after Wall Street posted modest gains in a volatile session.
funds
Track if your fund manager is taking the best shot
Active managers should be having a crack. Nobody should pay high fees for a low tracking error fund.
markets
Australia remains the lucky country - for now: Firstlinks newsletter
How 'active' is your fund manager? Commodities boom-bust cycles; Aged care and pension; Budget's 'bad' debt; Taiwan's prospects; Hybrids vs bonds.
markets
Global Market Report - 07 April
Australian shares are poised to slip in line with Wall Street.
stocks
Expect a fight for Pendal: Morningstar
The board is likely to knock back or negotiate the “opportunistic” offer.
fixed-income
Bond carnage: Is it time to exit fixed income?
Collapsing bond prices have analysts predicting a third great bond bear market. Amid accelerating inflation and interest rates, is it time for fixed income investors to head for the exits?
stocks
Pullback reveals bargains in US tech sector
Morningstar analysts expect strong growth for wide-moat software companies.
markets
13 charts on the market's first-quarter performance
Investors face losses on stocks and bonds after a volatile quarter.
markets
Global Market Report - 06 April
Australian shares are set to open higher as technology stocks led gains on Wall Street.
personal-finance
Speculation won't doom younger investors
After suffering through enough bad experiences, young people will speculate less and invest more.
markets
It's costing the Mint a mint to mint
Commodity price surge could cost the Mint millions as many small denomination coins become unprofitable to make.
stocks
US jobs data shows coronavirus pandemic impact easing
More strong hiring in March is good news for the economy.
stocks
What should investors make of Musk's Twitter stake?
With the jump in Twitter stock after Musk's purchase, shares are still undervalued, but heading into fairly-valued territory
stocks
End of Penn span as Brady assumes quarterback role at Telstra
Shareholders should take comfort in Telstra's orderly chief executive succession process, says Morningstar's Brian Han.
personal-finance
I confronted my scammer: Editor
UK editor Ollie Smith had a nasty brush with a sophisticated scam, and was only saved from it when a colleague stepped in.
etfs
Morningstar has downgraded Cathie Wood's ARK ETF. Here's Why
Since its meteoric rise in 2020, the disruptive innovation ETF has been one of the worst-performing US funds as aggressive-growth stocks held fell back to earth.
markets
Global Market Report - 05 April
Australian shares are set to open higher as technology stocks led gains on Wall Street.
markets
Fed minutes could set the tone: Week ahead in US Markets
Oil prices tumble and the yield curve inverts. Trip.com and airlines on the rise, while bank stocks take a hit.
stocks
Banks, energy and resources - what’s next for Q1’s outperformers? Charts of the week
The commodity half of the value rally looks set to slowly ease even as interest rate forecasts grow.
markets
Global Market Report - 04 April
Australian shares are poised to rise after Wall Street edged higher on Friday.
markets
Fortescue's $50 billion comment: What we learned this week
Telstra changes the guard as bond traders pile pressure on the Reserve Bank.
funds
Conflicted selling fees are back, and it’s game on
It's not a good look for financial advisers and stockbrokers.