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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.
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
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.
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?
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.
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
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.