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stocks

Boral faces cost pressures as supply chain disruptions bite

Analysts say supply chain constraints and labour shortages are expected to remain a theme in the second half.
funds

Vanguard wins top Morningstar award

Analysts praised Vanguard's committment to putting investors first.
markets

Global Market Report - 01 March

Australian shares look poised to rise after a mixed session on Wall Street.
markets

Grain and Ukraine: War, farming and fertilisers in focus

Any disruption in grain supply from Russia and Ukraine could have a massive impact on prices, but with nitrogen, potash and phosphate, Moscow may just seek other buyers.
markets

SMSFs dodge worst of pandemic downturn: Charts of the Week

But many funds are cash heavy and paying high costs.
markets

Global Market Report - 28 February

Australian shares are poised for a major jump following a Friday rebound on Wall Street.
markets

Markets react to war and Magellan downgraded: What we learned this week

Russia and the Federal Reserve, commodity prices see-saw and AGL energy.
markets

US markets sink then rally in response to the Ukraine invasion

Despite potential inflationary pressures from the conflict, expectations for Fed tightening have been dialed back.
funds

Magellan funds downgraded by Morningstar

High Conviction fund is no longer expected to beat the category benchmark.
personal-finance

Uncertainty builds for investors after Russia invades: Editor’s Note

In an already bumpy year, Russia's attack on Ukraine fuels inflation fears and puts investors on edge.
markets

Global Market Report - 25 February

Australian shares are set to rebound from yesterday’s losses after US shares closed higher.
markets

Australian shares dive 3pct over Ukraine invasion

Global equity markets sell off, bonds rally and oil jumps as Russian President Vladimir Putin orders a military operation in eastern Ukraine.
stocks

Mining stock picks for the copper boom

Seven mining companies with copper in the portfolio.
personal-finance

Asset allocation: The power of traditional thinking

Improving upon the common practice is easier said than done.
markets

Managing finances after the death of a spouse - Firstlinks newsletter

+ Stop the mistakes; Longevity variance; Who is Stephen Jones? Exciting media; Vulnerable in 2022; DDO hybrids; Rebalancing; Colossal waste of time.
funds

5 new funds on Morningstar's radar

Morningstar Prospects allows analysts to share what they believe are the most promising members of their research "bench".
markets

Global Market Report - 24 February

Australian shares are set to fall after stocks tumbled on Wall Street.
stocks

Why are growth stocks still struggling?

Rising rates remain a headwind, but valuations are now looking more reasonable.
markets

How markets reacted to Putin's moves into Ukraine

Russian tanks are in Eastern Ukraine. While investors try to guess Putin's next move, and how Western nations will try to punish it, here's the market impact we can see right now. 
stocks

Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference

Strong commodity prices, cheap valuations and a head start on interest rate hikes means emerging markets are set for strength, says Dr. Joseph Lai of Ox Capital.
stocks

Woolworths profits dip as covid costs jump

Dividends fall following the spinoff of liquor and gaming into the separately listed Endeavour Group.
stocks

AGL bid puts spotlight on wholesale electricity prices: Charts of the week

Rising prices are key to understanding AGL’s future.
markets

The Russia crisis is heating up, but you need to stay cool

A belligerent speech from a president signalled the start of the latest phase of Russian agression last night, causing markets to wobble and investors to wonder.
markets

Global Market Report - 23 February

Australian shares are set to edge up at the open, bucking a broad selloff on Wall Street.
funds

Yield chasers hurt by Magellan's decline

Yield-focused strategic-beta ETFs were the most susceptible.
etfs

Should you have a 'fun' portfolio?

Funny money, satellite portfolio, wild speculation: A pile of money to shoot for the moon can be investors’ pressure relief valve and stop people tinkering with their main portfolio.
personal-finance

Is your portfolio ready for rising interest rates?

With rates on the move, here's how to assess your stock, bond, and cash holdings.
markets

Global Market Report - 22 February

Australian shares are poised to drop as traders in Europe and the US dumped equities.
stocks

15 undervalued stocks that crushed US earnings

Intel, Fanuc, and Incyte are among cheap stocks despite strong Q4 results.
stocks

AGL worth more than Cannon-Brookes bid: Morningstar

$5 billion bid is unlikely to be the first tilt at the power generator and retailer.
stocks

Long-term Magellan shareholders should win, but brace for periodic bumps: Morningstar

Magellan is for the patient investor, says Morningstar's Shaun Ler.
stocks

Ansell's margin pressures will abate: Morningstar

We maintain our view current margin pressures are mostly temporary and leave our long-term estimates broadly unchanged.
funds

Listed Investment Companies monthly performance: January 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).
markets

Global Market Report - 21 February

Australian shares are set to open lower after US stocks fell and bond yields rose on Friday.
markets

Energy can’t get a break and Fortescue slips: What we learned this week

Packer hands off the Crown as markets read the tea leaves over Ukraine.
stocks

Woodside profit soars amid record oil prices

Highest dividend in six years as profit jumps 262%.
stocks

Telstra mobile flies while legacy units are fixed in sand

The key division delivered a 25% jump in EBITDA with margin surging.
stocks

CSL's first-half challenged by covid-19 restrictions

First-half group net profit was driven lower by higher plasma collection costs.
markets

The traits of a professional stock picker - Firstlinks newsletter

+ LIC Holy Grail or not; House prices in 2023; Howard Marks on selling; Why hold cash? Stocks at 12m lows; SMSF competitive with instos; Agent secrets.
stocks

REITs well-positioned to weather higher rates: Morningstar

The sector has cut debt and the worst of the covid pandemic may be passing.
markets

Global Market Report - 18 February

Australian shares are set to fall in line with Wall Street.
funds

The inflation hedges haven't hedged

When inflation arrived, they slept.
funds

How can the worst feature of LICs also be the best?

Apparently, Listed Investment Companies trading at a discount to NTA are both the best and worst of worlds. Exciting opportunities or not in the best interests of investors?
markets

Supply chain disruption could ease in 2022

Recent results from shipping and logistics companies suggest an easing of supply chain pressure in the second half of 2022.
markets

Which super bubbly market does Jeremy Grantham think is about to pop?

Jeremy Grantham predicts a 'super scarcity' of commodities and warns of the end of a US stock market super bubble.
markets

Global Market Report - 17 February

Australian shares are set to open flat as a late rally on Wall Street eased losses.
stocks

Utility dividends fading into the rear-view mirror for income investors

Pension funds and private equity groups are hunting listed utilities close to extinction.
stocks

“Every unit you can get your hands on”: Politics and protest disrupt global rush for copper

Copper prices hover near all-time highs as miners look for exposure to a metal crucial in renewable energy generation, transmission and storage.
stocks

Coal and petroleum drive BHP's record first half

The result overall met our expectations, and we make only minor changes to our forecasts.
markets

Global Market Report - 16 February

Australian shares are set to rebound from Tuesday’s losses in line with Wall Street.
personal-finance

How to handle geopolitical risk in your portfolio

As western governments advise citizens to leave Ukraine, we consider how investors can ride out geopolitical events involving conflict.
stocks

Peter Warnes on FAANGs, investing in Asia and bond market smoke signals

In an extended interview, Morningstar's Peter Warnes discusses the bear market in US technology stocks, interest rates and growth and his approach to investing outside the US and Australia.
markets

Market Index Performance | January 2022

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

Global Market Report - 15 February

Australian shares are poised to fall after global markets ended in a sea of red.
markets

ETF investors turn to cash and inflation protection in January: Charts of the Week

Big flows into cash funds as interest in tech cools.
stocks

Russia, Ukraine and oil prices

Morningstar oil analysts look at what history tells us about the likely effects of a Russian invasion of Ukraine on crude prices.
markets

Eyes turn to the Fed as US inflation hits 40-year high

The Federal Reserve is under pressure thanks to big year-on-year increases in energy, used cars and food, the CPI posted its largest 12-month increase in 40-years.
stocks

Weighing up Magellan Financial Group after Douglass surprise exit

Morningstar equity analyst Shaun Ler explains why he see valuation upside high for MFG even as shares lose steam.
stocks

AGL profit falls but better times ahead

The global economic recovery is pushing up demand for energy while Covid-19 economic and social restrictions have disrupted global supply chains.
markets

Global Market Report - 14 February

Australian shares are set to slip as investors on Wall Street dumped stocks for bonds.
stocks

Do you know how sensitive your stocks are to interest rates? Editor's Note

Big tech gets all the interest rate scrutiny but winners and losers are everywhere.
markets

AGL at odds with RBA, Big Four banks report: What we learned this week

Hamish Douglass and Sydney Airport bid markets au revoir.
stocks

Look beyond mediocre results at ANZ and Westpac: Morningstar

Morningstar analysts back both banks to catch up to peers longer term.
markets

Global Market Report - 11 February

Australian shares are set to fall in line with Wall Street.
stocks

11 newly cheap tech stocks

Investors see the number of undervalued technology names almost double in a month, including Salesforce and Taiwan Semiconductor.
funds

ETF performance in 2022: Bets on commodities and banks soar

Use our searchable table to see how your fund has performed this year.
stocks

What Google's 20-for-1 stock split means for investors

Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
markets

The Fed will always rescue the stock market, right? - Firstlinks newsletter

+ Douglass closing interview; Murray's long-term buys; Inflation in commercial property and infrastructure; Family trusts; Aust future; Small cap ideas.
stocks

Common sense prevails: New proxy advice regulations overturned by the Senate

Morningstar believes this is the best outcome for investors.
markets

Global Market Report - 10 February

Australian shares are poised to rise after US stocks rallied.
stocks

Most sustainable funds exclude Meta, but some don't. Here's why

Meta serves as a reminder to look beyond the sustainable headline and understand asset managers philosophy and approach to sustainable investing.
funds

What if I want to buy an ethical ETF? Pt 2 – International equities

Morningstar looks into the three largest ESG friendly international equity ETFs.
markets

Market volatility is nothing new

Despite some extreme stock market moves, recent market performance hasn't been that far outside the norm, says Morningstar's Amy Arnott.
stocks

Australian miners primed to ride boom in green energy metals

Lithium producers to benefit as the renewable energy transition sees demand for the metal grow 17-fold by 2030.
etfs

5 charts on Australian ETFs in 2021

Investors continued to pour money into the sector, seeking diversified exposure to international equities.
markets

Global Market Report - 9 February

Australian shares are poised to rise as dip buyers helped US shares higher.
stocks

Are hard-hit social-media stocks a buy?

Meta, Twitter, Pinterest and Snap are all deep in undervalued territory.
personal-finance

Long live the 60/40 portfolio?

Morningstar columnist John Rekenthaler looks at the long history of experts proclaiming the death of the 60/40 portfolio 
markets

Global Market Report - 8 February

Australian shares are set to open lower in line with weakness on Wall Street.
stocks

3 semiconductor chip stocks worth a bite

These investments will ride global demand, and two of them are undervalued.
stocks

Morningstar Reporting Season Calendar February 2022

Morningstar has compiled a handy list of more than 150 companies under coverage that will release results this month.
funds

Aussie funds exposed to the Meta rout: Charts of the Week

Strategies run by Magellan, Hyperion and Lakehouse are among those caught up in the Meta selloff.
markets

Global Market Report - 7 February

The S&P 500 and Nasdaq Composite rose Friday, pushing major stock indexes to weekly gains.
markets

Central bankers in unknown territory as they prepare to shrink balance sheets: Warnes

Peter Warnes talks central banks, diversification in India and the merits of holding cash at the Morningstar Investment Conference.
markets

Facebook faceplants, a bombshell Rio Tinto report and a 2022 rate hike 'plausible': What we learned this week

Natural gas gets a boost from an unlikely source and a million Australians stare down the barrel of their first rate hike.
markets

Searching for sages: Editor's note

Even a broken clock is right twice a day.
personal-finance

Market fall reveals your risk tolerance and loss aversion

You need to find the balance between risk tolerance and a good night's sleep.
markets

Jump on bandwagons and its easy to fall off - Firstlinks newsletter

+ Your risk tolerance; Happy RBA Governor; 5 tests on your personal health; 4 reasons to sell; Hybrid price as banks fall; Private debt; What is crypto?
markets

Global Market Report - 4 February

Australian shares are set to fall as US tech drops.
stocks

Corporations are changing. Exhibit No. 1: Larry Fink's letter

Sustainable investing is the means to achieve "stakeholder capitalism" and achieve competitive investment results.
funds

Why indexing small-growth stocks hasn't worked

Bad luck is only half the reason
markets

Global Market Report - 3 February

Australian shares is set to edge higher in line with gains on Wall Street.
markets

7 charts on the US stock market's wild January

Volatility leads stocks to their worst start since 2009.
markets

The stock market's dominoes are falling

The first to fall was ARKK, big tech soon followed.
markets

Global Market Report - 2 February

Australian shares are poised to rise in line with strength on Wall Street.
etfs

It pays to be choosy when investing in China

The world's second-largest economy has a bigger influence than ever in many investors' portfolios.
funds

What the Wall Street Journal missed about sustainable investing

Sustainable investing isn't a craze, and sustainable investors aren't naive.
personal-finance

4 good reasons to sell stocks

Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.