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The Australian market is set to open lower after Wall Street falls for fourth straight session. 

We've initiated coverage on three new funds

Tools to support you on your investing journey

The Australian market is set to open lower after Wall Street falls for third straight session. 

Director of manager selection Tim Murphy discusses asset allocation.

In a listener requested episode, we discuss the property market.

The Australian market is set to open higher after Wall Street dips. 

Travel stocks could be poised for a significant uplift in earnings and even a return to dividends as the health pandemic abates.

The Australian market is set to open lower after Wall Street tanks. 

The undervalued stocks of high-quality companies are compelling investments today.

Tesla completes stock split and Oz Minerals is confident about copper prices.

Director of equity research Johannes Faul discusses highlights from Woolworths and Coles this reporting season.

The coal miner delivered a record result amid rising coal prices.

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).

A market rally indicates investors see better times ahead. How realistic is this view?

The Australian market is set to open higher after Wall Street gains. 

Morningstar's director of equity research Matthew Hodge covers reporting season highlights.

No timing deal with God; Hybrids at 7%; One-pager primer; Meg's SMSF pensions; 3 factors on picking bottom; Investing in stagflation; Fund valuations.

Personal finance is personal; or why you should focus on the value of non-monetary returns

The Australian market is set to open higher after Wall Street dips. 

Morningstar's behavioural expert Sarah Newcomb introduces a new personal finance column called Human Capital

The Australian market is set to open higher after Wall Street dips. 

We used Morningstar’s stock screener to find three undervalued stocks in the growth, value and blend category for investors looking to dip their toes into the world of small caps.

In this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry.

The Australian market is set to open lower after Wall Street dips. 

We have not returned to normal, we have simply accelerated past the former normal

The Australian market is set to lower after Wall Street ends the week in the red. 

Wine is recession proof and Aussie unemployment falls to a 48 year low.

Welcome to the wacky world of ESG investing

Whither or wither financial advice; Housing too doomy off 20%; Don't be a bad investor; Not yet SMSF; Fixing gender gaps; Think like private equity.

Despite the tech conglomerate mulling a sale of its 17% stake in Meituan, our fair value estimates for both companies remain unchanged.

The Australian market is set to open higher as Wall Street closes the trading day in the green.

The white goods retailer has seen increased sales growth over the last year but how long will this last?

The Australian market is set to open lower following a dip on Wall Street

Rising interest rates and a challenged economic outlook confront the big banks but will this dampen their outlook.

Morningstar equity analyst Jon Mills believes the iron ore miner is repositioning themselves as a producer of “forward facing commodities”. 

Powerful lessons from successful investors.

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

The Australian market is set to open in the green on the back of Wall Street indices ending Tuesday mostly higher.

For our 100th episode, we reflect on what we believe are the core principles for successful investing

Sunlight: The obvious solution to unlisted asset valuation doubts

Though anti-ESG shareholder proposals received much attention, they garnered little support if any

Australian shares are set to rise at the open, as US markets gain.

Legislation will keep lithium prices high; upside remains for some names.

Australian shares are set to rise at the open on Monday.

Oz Minerals passes on BHP's offer, Trump refuses to answer questions and US inflation is cooler than expected. 

Challenging market conditions over the first quarter push returns for Multisector KiwiSaver funds down. KiwiSaver assets fall, ending the quarter on NZ$82.7 billion.

Higher costs and rising interest rates have impacted the bottom lines of the insurers and Australia’s largest lender, but the outlook is to the upside.

Australian shares are set to edge lower after US stocks run out of steam

Senior equity analyst Brian Han talks about Telstra's highlights this reporting season.

Equity analyst Nathan Zaia talks through CBA's highlights this reporting season.

The investment industry wants to sell you products. You should be focused on your investing outcome.   

Paradox amid uncertainty; 10 common mistakes; Reporting season clues; Inside 20 years of SYD; Energy challenges ethical investing; RMBS explained.

The first quarter of 2017, saw global sharemarkets continued to rise. KiwiSaver Schemes with a bias to shares out-performed, as cash and fixed interest posted only meagre single digit results.

Volatility returned to markets in the final quarter of 2016, following the results from the US election.

Director of manager selection Aman Ramrakha and director of research products Rick Di Cristoforo provide the quarterly update.

In general, it was a solid quarter for KiwiSaver funds, with all options producing positive results.

Global markets rose modestly despite volatility around the UK's Brexit referendum and concerns about slower global growth.

The volatility in equity markets to start the year meant KiwiSaver funds with a bias to defensive assets outperformed their growth-minded peers during the March quarter.

While volatility continued to be felt across asset classes and geographies during the quarter, positive market returns resulted in strong performance across the KiwiSaver landscape.

Negative returns were felt across most KiwiSaver funds, although conservative funds found reprieve in positive cash and fixed interest markets.

The depreciating New Zealand dollar was a key driver of performance for New Zealand investors during the quarter.

The strength in markets meant KiwiSaver investors across all providers and risk profiles were rewarded.

Investors across all KiwiSaver categories were rewarded in 2014, as both income and growth assets performed positively. However, the recent market strength is unlikely to be sustained in the future.

The best-performing sectors came from outside New Zealand in the second quarter of 2014, again illustrating the importance of a well-diversified portfolio.

It’s almost a year since the Evergrande crisis unfolded. How have managers changed their allocations to the sector, if at all?

The Nasdaq Composite is officially in a new bull market.

Challenging market conditions over the first quarter push returns for Multisector KiwiSaver funds down. KiwiSaver assets fall, ending the quarter on NZ$87.3 billion.

Positive final quarter returns for Multisector KiwiSaver funds following subdued September results, KiwiSaver assets continue to grow, closing in on NZ$89 billion.

Subdued returns for Multisector KiwiSaver funds following strong June results, KiwiSaver assets continue to grow and climb over NZ$87 billion.

All multisector KiwiSaver funds make positive returns over the June quarter as assets continue to grow and edge towards NZ$83 billion.

KiwiSaver returns pulled back in March following a strong December quarter. KiwiSaver assets continue to grow and edge towards NZ$79 billion.

Strong returns across the board as KiwiSaver industry surpasses NZ$76 billion.

Over the September quarter all Multisector KiwiSaver funds produced positive returns. Funds with a large exposure to small and mid-cap NZ stocks are likely to have performed particularly well.

The June Quarter returns of KiwiSaver funds generally reflected improved underlying market conditions.

COVID-19 has gripped financial markets with anxiety regarding the virus’s increasing global reach seemingly intensifying with every breaking media headline.

All but a handful of multisector KiwiSaver funds recorded positive returns over the quarter.

Strong returns continue for KiwiSaver funds, with assets surpassing $60bn for the first time.

The S&P/NZX 50 Index was up 6.7% over the quarter, with Australian share performance also very strong with the S&P/ASX 200 index up 8.0%. (Please note this is a revised report to the release on the 31 July. A number of the AON Russell Lifepoint fund retu

KiwiSaver funds generally reflected the improvement of underlying market conditions in the March quarter, with all funds surveyed making positive returns.

Despite a difficult year for many other equity markets, New Zealand shares delivered a positive return for investors in 2018.

The local share market was more subdued following a strong June quarter. The S&P/NZX 50 Index still produced a helpful 4.6% over the third quarter to lift the index to 17.9% over the year.

Global markets posted healthy returns across asset classes in the second quarter of 2018 with equity markets in particular bouncing back from a difficult first quarter.

Volatility returned to global markets during the first quarter of 2018 and the strong performance of global share markets ended abruptly.

The fourth quarter of 2017 saw global markets continue to rise despite a local change in the government and continued offshore geopolitical uncertainty.

Growth-oriented KiwiSaver funds continued their rich form, with strong returns across the board during the third quarter of 2017.

In general, it was a solid quarter for KiwiSaver funds, with all options producing positive results.

For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact o

With the average home loan size around $767,000 in New South Wales, and around $637,000 in Victoria, higher interest rates are set to hurt some households and could force those on the margin to default on their loans. New data showing the number of distr

Australian shares are set to edge lower after the US markets dip.

The miner won't take no for an answer, they're likely to be back with even more cash says Morningstar.

Second-quarter results haven't actually been that impressive, but investors are rewarding them regardless, writes Morningstar associate data journalist Jakir Hossain

Morningstar has released its quarterly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options.

2012 was a banner year for growth assets, and KiwiSaver schemes with strong tilts to shares and listed property did particularly well.

Many KiwiSaver options benefited from the New Zealand share market's strong run during the September quarter, as growth assets again largely outshone their income counterparts.

Morningstar has released its quarterly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options.

Large fixed-interest exposures felt the impact of the sharp increase in bond yields, while the NZ dollar's fall enhanced the return of global equities.

The NZX posted a very strong three-month result, allowing the KiwiSaver providers with large domestic equity exposure to outperform the pack.

Join our bi-weekly webinars focused on the investor, not the investment—and get your questions answered.

Join our bi-weekly webinars focused on the investor, not the investment—and get your questions answered.

Australian shares are set to edge lower after the US markets finished Friday flat.

In an era of onshoring and localisation, revenue sources show an increasingly interconnected world economy

Driven by an outbreak of global inflation not seen in decades, markets have shifted dramatically in 2022.  Global equity managers with quality attributes are well-placed to steer their portfolios through these market challenges.

Australian shares are set to edge lower after the US markets finished Friday flat.

The global forces that buoyed Australia's favourite sectors for decades are shifting into reverse. 

Oil takes a tumble, Aussie tech moves in opposite directions and who on earth is ADMT?

Morningstar believes travel will be back in 2024.

We asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast - and it's a listener!

Consumer discretionary stocks has rallied but what does the future hold for the sector?

Australian shares are set to rise, even as Wall Street closed the trading day mixed. 

Dalio v Marks; China watch; Meg on SMSFs and tax timing; Unisex annuities; Mike Witts; Five office trends; RBA and monthly CPI; Vale Phil Ruthven.

Australian shares are set to rise in line with Wall Street.

Low interest rates over recent years have resulted in investors exploring exchange-traded funds that specifically target a dividend yield higher than that provided by the market.

Use our spreadsheet to calculate your personal rate of inflation.

Australian shares are set to dip as Nancy Pelosi touched down in Taiwan.

A deep dive into the holdings of gold-rated funds.

The biggest reason to talk to others is to challenge “confirmation bias”, the habit of paying attention only to news or views that agree with an investor’s beliefs.

Australian shares are set to dip in line with Wall Street.

Bear traps can be short, swift, and end as quickly as they started.

Labour shortages and reduced capacity are making it difficult for the sector to capitalise on the surge in demand for travel.