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markets

Global Market Report - 1 February

Australian shares are poised to pop after Wall Street’s rally hit a second day.
stocks

Why electric vehicle stocks are in reverse

Competition from traditional automakers is highlighting lofty valuations on Tesla and others.
markets

Rate hikes this year? Forecasters are divided: Charts of the week

Markets expect the cash rate to hit 1% by December but many economists expect the Reserve Bank will be more cautious.
stocks

Year of the Tiger: What's next for Chinese stocks

The Chinese lunar year is almost over, and what a ride it's been. Morningstar speaks to JPMorgan Asset Management strategist Mike Bell about what's ahead. 
stocks

It’s been rough for stocks, but the outlook is still ok

The changing outlook for the Fed continues to spark volatility.
markets

Global Market Report - 31 January

Australian shares are set to fall despite Friday’s rally on Wall Street.
investing

Morningstar Guide to Income Investing

Discover trusted strategies to pick the right securities and build a successful income investing portfolio 
investing

Morningstar Guide to International Investing

In this exclusive guide, discover trusted strategies to identify the right overseas investment for your portfolio.
investing

Morningstar Guide to Better Investing Outcomes

Unlock the value of financial advice - whether you choose to use an adviser or not
investing

Morningstar Guide to Income Investing in Downturns

The coronavirus crisis throws into even starker relief the importance of the company balance sheet and how an understanding of it can help you create a portfolio with sustainable income.
investing

Morningstar Guide to Selecting Investments

Knowing how to navigate your choices and weigh up different asset classes and styles of investing will ensure you’re heading in the right direction.
investing

Guide to Morningstar Investor

Learn how Morningstar Investor can help you improve your investing outcomes
markets

Oil market asks: Omicron who?

We've raised our global consumption forecast for 2022, but our 2023 outlook is unchanged.\n 
markets

Versailles, mortgages and crypto: 8 things we learned this week

Zip pursues an acquisition, trouble in Ukraine and the ASX (briefly) corrects.
personal-finance

5 things to remember amid the selloff: Editor’s note

Isaac Newton lost a fortune on the stock market, you don’t have to.
funds

Despite the focus on ETFs, unlisted funds still dominate

Give managed funds their due but which will be the long-term winner?
markets

QT: Why these two letters have markets running scared

Quantitative tightening would mark another stage in the Federal Reserve's pivot away from pandemic era emergency policies.
markets

Global Market Report - 28 January

Australian shares are set to rise as a morning rally on Wall Street gave way to losses.
markets

Reserve Bank caught off-guard - Firstlinks newsletter

+ ETFs grow but managed funds rule; 7 keys to market fall; Lessons from Fink; Inequality bad for investors; Retirement conditions; Super carbon; CFDs.
markets

Ukraine: What a Russian invasion might mean for markets

Higher energy prices help local oil and gas producers shrug off the share market rout as the Trade Minister offers Australian LNG to "friends and allies" in Europe. 
markets

Global Market Report - 27 January

Australian shares are poised to open lower after US shares reversed early gains.
markets

Why have tech stocks been hit so hard?

US markets are selling off as 2022 faces headwinds, but the widespread downturn has pushed many tech stocks down too far.
markets

What's been bugging the US bond market?

Sticky inflation and a more aggressive Fed have sent bond prices south, but the worst may be past for now.
markets

“Dose of reality”: Interest rates tipped to rise as inflation picks up

Investors should prepare for multiple rate hikes this year, say analysts.
personal-finance

What to do (and not do) in a volatile market

Christine Benz discusses how investors should handle the turmoil, whatever the life stage.
stocks

How to lose money: Buy Trump-linked SPAC Digital World Acquisition Corp

The odds are stacked against public shareholders
markets

Global Market Report - 25 January

Australian shares are poised to fall after Wall Street staged a V-shaped recovery.
personal-finance

Your market downturn toolkit

Especially during market downturns, ticking off these jobs can provide certainty, highlight areas you need to tighten up or even distract from unhelpful activities.
markets

Thinking of selling? Think again: Charts of the week

Missing just two months between 2001 and 2021 would slice a fifth from a portfolio’s return.
markets

Global Market Report - 24 January

Australian shares are set to start the week lower after the Nasdaq sold off for a fourth week.
stocks

Why Alibaba's stock Is attractive: Morningstar view

Despite increased competition, Morningstar's analyst thinks China's e-commerce giant has new growth opportunities to tap.
etfs

What if I want to buy an ethical ETF? Pt 1 – Australian equities

Morningstar looks under the hood at four options for your portfolio. 
markets

Stocks tumble, oil rises and gamers reign: 8 things we learned this week

BHP votes to become one, investors cool on robots and labour markets return to Rudd and Howard.
funds

Listed Investment Companies monthly performance: December 2021

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).
etfs

Sharemarket decline highlights risks in sustainable ETFs: Editor's Note

Look under the hood. Your ESG fund could be taking on more tech sector and interest rate risk than you think.
markets

Global Market Report - 21 January

Australian shares are set to drop after a rally on Wall Street gave way to late-afternoon selling.
stocks

The best companies to own: 2022 global edition

These companies stand out from the competition and can be good choices for long-term investing.
stocks

Dividends on a growth path in 2022

Income investors to receive good news from banks, miners and the energy sector.
markets

Accessibility is good, but a little bit of friction isn't always a bad thing for investors- Firstlinks newsletter

+ Check your ETFs; Montgomery 2022 stocks; Running the bull; Global leaders on '21 surprises and '22 challenges; Letting debt rip; Gold; ASX IPOs.
personal-finance

Three ways index investing masks extra risk

Watch for concentration risk in sectors and companies, and know the underlying assets in case liquidity is needed.
markets

Global Market Report - 20 January

Australian shares are set to edge up, shrugging off a bout of selling on Wall Street.
funds

Why sustainable strategies outperformed in 2021

Companies that scored the strongest on environmental, social, and governance metrics saw some of the highest returns in 2021.
stocks

What makes a great company?

This is what we mean when we say a company is great.
stocks

Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games

After Microsoft agreed to buy Activision Blizzard, Morningstar analysts expect more firms could be targets – both fair value estimates remain unchanged.
stocks

The big BHP vote is here

Mining giant BHP could see its main listing move to Australia if investors approve company plans this week.
markets

Global Market Report - 19 January

Australian shares are poised to fall after investors sold off stocks and bonds on Wall Street.
markets

Larry Fink's outlook: 10 things we learned

At a 2022 Outlook event, the influential BlackRock chief spoke about consumer behaviour, Covid-19, ESG and likely equity returns for 2022. Read our summary here.
investing

Investing Fundamentals webinar series 1

This 8 part series covers the fundamentals of investing
stocks

Bare shelves only a short-term hit to Coles and Woolies

Empty shelves will negatively impact supermarkets in the second half of fiscal 2022 but the impact on long-term earnings is minimal, says Morningstar analyst Johannes Faul. 
personal-finance

Your money goals may not reflect the real you

Savers face huge pressure to set meaningful financial goals, but Morningstar research shows there is a gap between what investors think they want and what is actually relevant to them.
stocks

Will rising interest rates kill the tech boom?

Rising inflation threatens to end tech stocks’ winning run in 2022 with higher interest rates increasing borrowing costs.
markets

Global Market Report - 18 January

Australian shares are poised to rise in line with gains overseas.
stocks

US technology selloff a small cap affair: Charts of the week

Overseas indexes and large-cap US stocks are spared major losses so far.
stocks

Morningstar's outlook for 2022

Bank earnings, house prices and China risk: Our experts and analysts discuss what they've got their eyes on in 2022.
markets

Global Market Report - 17 January

Australian shares are set to rise after technology reversed some losses on Wall Street.
personal-finance

New year, new you: Slimming down a portfolio

Three suggestions for decluttering your holdings.
markets

Return to Reagan: 8 things we learned this week

A troubled casino gets a helping hand, iron ore moves higher and a country descends into chaos. 
markets

2022 has arrived with uncertainty. Here's how analysts are positioning: Editor's Note

Analysts are predicting lower equity returns amid rising rates, uncertain growth and steep valuations.
markets

Tech dreams turn sour on Wall Street - Firstlinks newsletter

+ Gullible v sceptical; 2022 Retiree Checklist; One-line Mungerisms; Mortgage v super; Global retirement survey; 2021 performance but not a guide.
markets

Global Market Report - 14 January

Australian shares are set to fall in line with weakness in New York.
stocks

Changes in Australian proxy-advice regulation will not improve investor outcomes

Proxy advisers can be akin to the pebble in the shoe of a company, painful and difficult to ignore. Changes in regulation may prevent the pebble from lodging in the first place.
stocks

Is it time to sell US tech?

Not if you own wide moat, high quality names, says Morningstar.
markets

Why have US stocks been so volatile this year?

Five charts on how the markets adjusted to a new, more aggressive Fed policy outlook.
personal-finance

Gullible travels, or are Aussies more sceptical?

Businesses exploit the psychological processes that people go through when they decide to buy something, but does the US research work when faced with "traditional hard-bitten, no-bullshit Australian scepticism"?
investing

Deep Dive Into Investing webinar series 1

stocks

11 Australian stock ideas for 2022

Standout sectors include energy, financials and industrials.
markets

Global Market Report - 13 January

Australian shares are set to open flat after Wall Street eked out small gains.
stocks

Shorts circle BHP ahead of listing unification: ASX’s most shorted stocks

Morningstar analysts see value in several stocks under fire from shorts.
stocks

Hydrogen boom: hot air or new wave?

Investors seeking to tap into the new renewable energy source have no shortage of options.
personal-finance

How to conduct your own portfolio review

Follow these eight steps to an improved, streamlined and more tax-efficient portfolio.
markets

Global Market Report - 12 January

Australian shares are set to rise following strength in New York.
stocks

Buckle up for lower returns say analysts: Equity market outlook

Markets to be weaned off the double digit returns of yesteryear. 
stocks

Morningstar's 33 US stocks for 2022

Here are our analysts' top ideas in each sector for the new year.
stocks

Yes, US stocks are still attractive

Lower your expectations, but with bonds likely to struggle, the “TINA” market for stocks continues.
markets

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 7 January.
markets

Global Market Report - 11 January

The ASX is poised to open lower after US technology shares limped to a flat finish.
markets

ASX coasts to a double digit finish in 2021: Charts of the week

Volatility set to increase if markets revert to historic levels.
markets

Global Market Report - 10 January

The ASX is poised to open flat after US shares ended the week lower.
markets

Market Index Performance | December 2021

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

SMSFs and cryptocurrency: A guide

There are rules to be aware of before diving into the sector.
stocks

Latitude makes 'opportunistic' bid for Humm: Morningstar View

We would be surprised if the deal proceeded at current terms and believe there is room for Humm to negotiate a higher price.
markets

ASX sees biggest one-day rout since September 2020

Technology shares were most affected and plunged 6.37 per cent.
markets

6 charts on US markets in 2021

Stocks post a third year of double-digit gains but bonds falter.
markets

Most popular articles of 2021 - Firstlinks newsletter

+ 10 key themes for 2022 and making the most of Firstlinks.
markets

Global Market Report - 07 January

The S&P/ASX 200 looks set to jump at the open after its worst daily performance since September 2020.
markets

Global Market Report - 06 January

The S&P/ASX 200 looks set to pull back at the open after after US stocks tumbled.
stocks

Top ten ASX stocks of 2021: A rising tide lifts boats of all shapes and sizes

Four of the names remain fairly valued or better despite the stock market success.
markets

The news you missed while you were away

From Apple’s breakthrough to big Covid-19 concerns, plenty has happened during the Christmas break, and we're here to summarise it.
fixed-income

Where to invest in US bonds for 2022

Corporate bonds should continue to outperform amid strong economic growth and rising interest rates.
investing

What's new on Morningstar Investor

We're continually striving to bring you the tools you need to achieve your investing goals.
markets

Morningstar's Year in Review 2021

Our experts and analysts weigh in on what mattered for investors last year.
funds

A big thank you from Morningstar: Adviser end of year wrap

New features make it easier for advisers to have ESG conversations, download fund reports and share Morningstar X-Ray portfolios.
funds

My 33 years as an investor

What an unexpected ride it has been!
markets

Global Market Report - 05 January

The ASX is poised to edge lower after a mixed session on Wall Street.
stocks

Tesla reports strong quarter: Morningstar View

Our long-term outlook remains unchanged as we continue to expect sales growth will slow.
markets

Revealed: Top ASX trades of 2021

Aussie investors continue their love affair with ETFs.
funds

Listed Investment Companies monthly performance: November 2021

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 - 04 January

Australian shares receive a strong lead from the US.
personal-finance

Investments you had your eye on in 2021

A rout in tech stocks triggered by Beijing's crackdown has investors' eyes on China.