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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.
personal-finance

How to invest like Buffett: 2022

Delve into Warren Buffett's investing philosophy.
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.
markets

Global Market Report - 13 April

Australian shares are set to slip alongside Wall Street.
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.
markets

On Mohamed El-Erian's argument against market-timing

The limits of investment knowledge.
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

5 charts on crypto's past and future

What's it like to hold crypto as an investment?
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.
markets

What could dampen the equity rally?

Optimists and pessimists on the next move for markets.
funds

Conflicted selling fees are back, and it’s game on

It's not a good look for financial advisers and stockbrokers.