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markets
Global Markets Report - 30 December
Australian shares are set to rise on the final trading day of 2022.
personal-finance
Our Top Financial Resolutions for 2023
Morningstar staffers resolve to sell losers, pick winners, and prioritize our children’s futures.
personal-finance
Procrastination is an investor’s worst enemy
It’s often the investment decisions you don’t make that prove costly. We look at the science behind procrastination and what you can do to overcome it.
personal-finance
3 ways to simplify your investment portfolio in 2023
Here are some easy investing strategies for those resolved to streamline their portfolios in the new year.
personal-finance
Whoever makes the fewest mistakes wins
To outperform markets, avoiding stupidity is easier than seeking brilliance.
personal-finance
Top portfolio tips for 2023
While the market environment remains uncertain, there are a few key changes worth considering.
personal-finance
Don’t write off the 60/40 portfolio yet
Morningstar Investment Management valuation models suggest that the 60/40 portfolio stands to deliver a return after inflation of 3.6% over the next two decades.
markets
Global Markets Report - 28 December
Australian shares are set to open lower Wednesday after a choppy session on Wall Street.
personal-finance
7 great investment books to read these holidays
Want to get smarter about investing? Here are 7 books to get you started over the summer break.
markets
Firstlinks Edition 489
2023 outlooks: Bill Evans, Robert Almeida, John Woods; Meg's SMSF predictions; Shared equity mortgages; Netflix trouncing rivals; Collectibles.
personal-finance
4 Investment Mistakes to Avoid in 2023
How to accept uncertainty, and prepare your investments for different scenarios.
personal-finance
Santa’s Financial Plan
We put together a 5-step to-do list for Santa, to make sure all future Christmases run smoothly while he spends January on a beach!
markets
Global Markets Report - 23 December
Australian shares are set to dip today following a poor session on Wall Street.
markets
Investing Lessons from 2022
Stay the course. Expect the unexpected. Fundamentals matter. Our panel of analysts reveal their top investing lessons of 2022.
markets
Global Markets Report - 22 December
Australian shares are set to open higher after a positive trading day on Wall Street.
personal-finance
4 things that mattered to your portfolio in 2022
Painful lessons from the markets for investors to take into 2023 and beyond.
funds
Listed Investment Companies monthly performance: November 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
10 of the cheapest US stocks of 2022
One silver lining of the bear market is half the US stocks followed by Morningstar analysts are now undervalued.
markets
Global Markets Report - 21 December
Australian shares are set to gain today following a rocky session on Wall Street.
stocks
The retail outlook in 5 charts
By assessing a few simple charts from Morningstar's latest retail report, investors can get a better picture of which retailers are best placed to navigate the challenges ahead.
markets
Why 2023 could be the year of the pivot
Equity markets will probably gyrate around hope and despair phases, driven mostly by valuation multiples while earnings will be revised down… until they no longer are.
markets
Global Markets Report - 20 December
Australian shares are set to edge down today following another weak session on Wall Street.
personal-finance
3 ways people grapple with generational wealth
Your relationship with money is the key to navigating uncharted territory.
personal-finance
Investing lessons from 2022
Fortunes have been made, and many more lost in 2022, serving as a reminder of the unpredictability of markets.
stocks
3 undervalued companies to invest in now
In this article we identify 3 ASX-listed companies Morningstar analysts see as undervalued right now.
markets
Global Markets Report - 19 December
Australian shares are set to open lower after a turbulent week on Wall Street.
personal-finance
5 key decisions that will shape your financial success
The Pareto Principle suggests 80% of outcomes result from 20% of all causes for any given event. When applied to our financial well-being, there are only a handful of key decisions that will likely shape our success, or otherwise.
etfs
Vanguard slipping to second place in fund flows race
After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.
personal-finance
3 wishes for investors in 2023: Editor's note
A look ahead to 2023 after a challenging year for investors
markets
More rate rises and FTX gets even messier: What we learned this week
Woolworths invests in the whole family and Musk drops more Tesla stock.
retirement
Australia's best and worst default superannuation funds revealed
The financial regulator says six MySuper products have significantly underperformed over the last eight years.
markets
Firstlinks Edition 488
Retirement's problems; Financial advice reimagined; 2022's X-factor; Inflation resistant stocks; Buying Spotify; US recession call; Carer or partner?
stocks
5 charts on big tech stocks’ collapse
Big Tech stocks collectively lost nearly $4 trillion in market value in 2022.
markets
Global Markets Report - 16 December
Australian shares are set to open flat following a loss on Wall Street.
retirement
Q&A, your way: Episode 10
In this episode we chat to the director of manager research ratings Annika Bradley answers Trent Alleyne’s question about superannuation fees.
personal-finance
4 things to expect for sustainable investing in 2023
The four key trends set to meaningfully shape sustainable investing in the coming years.
markets
Fed raises rates again, with a focus on talking tough
Powell stays hawkish on the inflation fight, but the markets are looking for a less restrictive Fed next year.
stocks
The 10 best US wide-moat stocks of 2022
Do any of this year’s top performers have gas left in the tank for 2023?
markets
What's making business news on Thursday
Unemployment remains at an historic low, ANZ warns of housing stress, and Labor's energy plan is set to pass parliament.
markets
Global Markets Report - 15 December
Australian shares are expected to open lower today following a poor session on Wall Street.
markets
What's making news on the ASX on Wednesday
Shares have opened higher as RBA governor Philip Lowe delivers his final speech of 2022.
markets
Too early to celebrate, but US CPI report gives Fed breathing room
Goods prices slide into deflation, but services show continued upward pressure.
personal-finance
What’s a safe withdrawal rate today?
What declining stock and bond prices and higher inflation mean for retirement income.
markets
Global Markets Report - 14 December
Australian shares rose on Tuesday following a moderate gain on Wall Street.
markets
Rethinking income for 2023
As interest rates continue to climb, there are some emerging opportunities for yield-hungry investors, including one asset class worth reconsidering.
markets
The ‘most important’ number to watch in the U.S. CPI report
Fed Chair Jerome Powell highlighted this CPI stat as one to watch in tonight's U.S. inflation data.
markets
5 things making business news headlines on Tuesday
U.S. inflation data will drop tonight ahead of a big week for global central banks.
markets
Global Markets Report - 13 December
Australian shares are set to gain today following a rise on Wall Street.
markets
Investing during an economic downturn
Economic growth is set to slow next year, although economists largely expect Australia will avoid a technical recession.
markets
Global Markets Report - 12 December
Australian shares are set to edge lower following a dip on Wall Street.
markets
Q&A, your way: Episode 9
In this episode we chat director of equity research Brian Han answers Lisa Romano's question about defensive investing strategies.
markets
Rates jump again and Albo tames wild energy prices: What we learned this week
The UK approves first coal mine in 30 years, China eases restrictions and Australian GDP cools.
markets
Market Index Performance | November 2022
Our monthly update detailing the short- and long-term performance of major indices.
markets
Global Markets Report - 9 December
Australian shares are set to edge higher following a gain on Wall Street.
markets
Gas producers to be largely unaffected by price caps: Morningstar
Morningstar equity analysts say possible price caps on natural gas will not have a material impact on gas companies under coverage.
stocks
3 vaccine stocks that could get a boost on China outbreaks
Fresh pandemic fears may stoke demand for these vaccine makers.
markets
Slower growth to weigh on shares in 2023, bonds to do better
The Australian economy has been running at full capacity, but a slowdown is expected to weigh on the share market next year, though bonds could do much better as inflation moderates.
funds
Why the link between energy supply and demand is 'broken'
Lazard Asset Management portfolio manager Philipp Hofflin explains issues that may result from the mismanagement of the energy transition in the Western world.
markets
Firstlinks Edition 487
Global recession coming? Shrinking bond fund distributions; The Socceroos; Retirement risks; Aged care tips; SMSF trustee legalities; The case for EM.
personal-finance
Investing compass: Does crypto matter for all investors?
In this episode, we explore what happened with FTX, and the lessons investors should take and apply to their own portfolios.
markets
Global Markets Report - 8 December
Australian shares are set to edge lower after Wall Street dips.
markets
5 facts about Australia’s economy – and why it matters for investors
The economy has continued to power ahead, but headwinds are coming.
markets
Global Markets Report - 7 December
Australian shares are set to edge lower after Wall Street dips.
stocks
5 undervalued stocks to invest in now
The undervalued stocks of high-quality companies are compelling investments, particularly in times of uncertainty.
markets
Global Markets Report - 6 December
Australian shares are set to edge lower after Wall Street dips.
personal-finance
A look back on 2022: Editor's note
Have you been whipsawed by 2022? Perhaps it is just a matter of perspective.
markets
Global Markets Report - 5 December
Australian shares are set to edge higher after Wall Street ends last week in the green.
markets
3 things we learned this week
Inflation eased, property prices fell, and there were signs of a shift in China’s Covid-zero policy.
markets
Why the outlook for markets hinges on China
While the US Federal Reserve pivot on interest rates is important, an issue that’s arguably just as significant for markets going forwards is when China will ease Covid lockdowns.
markets
Global Markets Report - 2 December
Australian shares are set to edge lower following a volatile session on Wall Street, where major US indices traded flat or lower.