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markets
Global Market Report - 01 July
Australian shares are set to edge up after a bruising day of trading on Wall Street.
stocks
Treasury Wine Estates shrugs as China doubles down on sanctions
The Aussie winemaker is well on the way to moving on.
markets
Irreligious, millennial and born overseas: Firstlinks Newsletter
Noel and Keating on super's 30+ years; Retirement survey; Census 2021; 'Promise generators'; Death of 60/40?; Time for bonds; Are ETF worries real?
funds
Thirty years on, where is super going?
Safeguarding super’s purpose will ensure Australia's world-class superannuation industry continues meeting the needs of future generations.
markets
Global Market Report - 30 June
Australian shares are set to open slightly lower after US stocks struggled for direction.
markets
These 5 semiconductor suppliers are undervalued
Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term profits.
markets
All sectors are undervalued: Morningstar quarterly equity market outlook – part two
Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.
stocks
Three sustainable global equities with Anthony Doyle
Firetrail's head of investment strategy talks through his global equity picks in the sustainable space.
personal-finance
Tax time demands action now
Financial advisers list some key actions investors can take before June 30 to minimise any hit from the taxman.
markets
All sectors are undervalued: Morningstar quarterly equity market outlook – part one
Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.
retirement
How cash bucketing keeps your retirement spending on track
Leaders in retirement research share how you can set a withdrawal rate that won’t leave you with leftovers.\n
stocks
"Depends what the separation looks like": Morningstar on Suncorp's demerger plans
While the benefits of the current model are modest, a demerger won't deliver shareholders an automatic win, says Morningstar equity analyst Nathan Zaia.
markets
6 things to know about stock market crashes and downturns
The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.
stocks
Power play: Energy market bulls vs bears
Oil prices are slipping after a months-long runup. What comes next for the local energy sector?
markets
Global Market Report - 28 June
Australian shares are set to open with no clear direction after the Wall Street rally petered out.
markets
Investors are worried about a US recession, could Chinese equities be a buffer?
Multi-asset portfolio managers advise turning to Asia as a diversifier.
personal-finance
Are you EOFY ready? Checklist for SMSF trustees
Seven items to review on the eve of the new financial year.
markets
Global Market Report - 27 June
Australian shares are set to pop following a major rally on Wall Street.
stocks
Wesfarmers may not be as resilient as it claims
Analysts worry a slowing economy will lead consumers to cut back on spending at brands like Bunnings.
personal-finance
Learning from our mistakes: Editor’s note
Bear markets are a chance to reflect on investing mistakes. I'll go first.
funds
Hunker down but the turn isn't far away: Schroders' Simon Doyle
"I think over the next sort of, three, six, nine months, we're going to see some pretty good opportunities emerge, and I think investors who are well prepared will be able to take advantage of that."
markets
Packer packs his bags, BHP tumbles and Facebook becomes a value stock: What we learned this week
“Boomer fantasy” is how Australian Council of Trade Unions Secretary Sally McManus describes claims that big wage rises will lead to 1970s-style inflation.
funds
KiwiSaver Survey | September Quarter 2014
Morningstar has released its quarterly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options.
markets
Global Market Report - 24 June
Australian shares are set to edge lower, weighed by falling commodity prices.
stocks
8 undervalued electric vehicle stocks
Don’t bother with Tesla—BorgWarner, Sensata, and other companies throughout the EV supply chain are trading at discounts and looking good for the planet.
markets
Super industry to deliver retirement strategies next Friday, don't expect much yet: Firstlinks Newsletter
30 years of super's SG and SMSFs; Anton in 2006 and 2022; Lowe update; Tax tips and traps; Rent v buy for pension; Infrastructure; POAs; Banks.
funds
30 years on, five charts show SMSF progress
SMSFs have gone from a seemingly inconsequential stoke of Paul Keating's fountain pen to the mainstay of retirement planning for over one million Australians.
stocks
Miners not yet cheap: Morningstar explains the iron ore rout
Policy will continue to fuel short-term price movements but the long-term fundamentals for Australia's biggest export look shaky.
funds
Morningstar Ratings (Star Ratings) and their limitations
With more than 10,000 managed funds to choose from in Australia, the star rating serves as a reasonable way to narrow the universe down to a subset of funds with strong records of performance.
markets
Market Index Performance | May 2022
Our monthly update detailing the short- and long-term performance of major indices.
stocks
Are Australian stocks undervalued?
A look at the Morningstar star ratings for shares suggests so.
markets
Global Market Report - 23 June
Australian shares are set to rise in defiance of slumping commodity prices and a dip on Wall Street.
funds
Listed Investment Companies monthly performance: May 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
What to do when bonds no longer hedge stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
markets
Global Market Report - 22 June
Australian shares are set to extend gains after US shares rallied.
markets
Lowe believes he can land the economy in one piece
Hopes for a "soft landing" live on at the Reserve Bank even as optimism fades overseas.
personal-finance
4 questions you've always wanted to ask about sustainable investing
What's the point of sustainable investing and more from Morningstar's director of ESG research Americas.
stocks
Diamonds to be found amidst local tech crash
Profitless technology companies are tarring a sector filled with companies churning out earnings today.
markets
Global Market Report - 21 June
Australian shares are set to rise in line with European markets.
stocks
Places to hide: 11 Aussie stocks to weather the inflation shock
Morningstar analysts rank ASX sectors by how resilient each is to the threat of inflation, rising rates, falling valuations and an economic slowdown.
funds
Getting to know your ETFs: What exactly is tracking error?
Tracking error is the equivalent of replaying race footage to see how closely two cars followed each other during the race.
markets
Global Market Report - 20 June
Australian shares are set to extend Friday’s losses into the new week.
markets
The Reserve Bank has both a date and data dilemma: Editor’s note
Musty data means the Reserve Bank is fighting inflation with one eye closed.
markets
Bear attack, blackouts and BHP can’t sell a coal mine: What we learned this week
China’s efforts to corner iron ore markets are more bluster than bite, says Morningstar's mining analyst.
stocks
Anton Tagliaferro on companies to weather the market storm
The founder of Investors Mutual is cool on Australia's banking giants.
markets
Markets are returning to normal. There is still a long way to go
On interest rates, valuations and corporate margins we remain far from long-term average.
markets
Global Market Report - 17 June
Australian shares are set to tumble as the global share market rout resumes.
your-money-weekly
7 lessons as we navigate turbulent markets
Even for those with international holdings, the lower Australian dollar is unlikely to offset the paper losses; it can feel overwhelming.
fixed-income
High-quality bonds offer serious income for the first time in years
Long-term rates have soared, but is fixed or floating best?
markets
Central bank mea culpas are too little too late: Firstlinks Newsletter
We were warned; Fixed versus floating investments; Companies making money; Recession? Barry Lambert story; Electrification and EV future.
markets
Federal Reserve gets hawkish on inflation
As the battle against rising prices gets even more urgent, risks of recession rise.
markets
Global Market Report - 16 June
Australian shares are set to lift in line with a rally on Wall Street.
stocks
Buy the dip? No thanks say retail investors
Trading activity is down as investors hunker down to weather the storm.
stocks
Why are banks selling off as rates rise? Morningstar explains
Faster interest rate hikes from the Reserve Bank have markets worried about bad debts, says Morningstar banking analyst Nathan Zaia.
markets
Global Market Report - 15 June
Australian shares are set to extend their decline at slower pace as selling moderated on Wall Street.
markets
Crypto in freefall as lender halt withdrawals
Binance follows Celsius in suspending withdrawals, leading to panic online
funds
"Real chance we've broken the system as it was": Platinum backs regime change
Highly likely investors are on the cusp of an era of permanently higher rates that should favour "real-world companies", says Andrew Clifford, co-chief investment officer at Platinum Asset Management.
stocks
"Get defensive": Warnes on where and when to put cash to work
Build cash and prepare for opportunistic nibbles at companies such as Aurizon, Wesfarmers and James Hardie, says Morningstar's head of equity research.
markets
Global Market Report - 14 June
Australian shares are set to plummet after US shares tumbled into bear market territory.
markets
ASX plummets as Wall Street enters bear market. What now?
What’s going on? What could happen next? How should long-term investors respond? Morningstar explains.
markets
Magellan stumbles (again), cash rate at 2% by December and commodities rally: What we learned this week
Cabbage-gate at KFC and miners replace tech stocks in the ASX 200
personal-finance
Deposit rates are finally going up. Where to find the best deal.
Options expand for savers as Reserve Bank hikes rates
stocks
"I'm still nervous": Peter Warnes on the outlook for equities
We haven't seen the bottom of the bear market yet, says Morningstar's head of equity research.
stocks
Can you still bank on the banks? Editor’s note
The selloff has a whiff of short-term panic about it.
markets
Global Market Report - 10 June
Australian shares are set to fall in line with a sharp decline on Wall Street.
stocks
Commercial property in the post-pandemic world: What to know
Sections of commercial real estate to stay resilient to higher prices amid a sharp selloff in the REIT sector.
markets
Fossil fuel lobbyists and Philip Lowe: Firstlinks Newsletter
EOFY tips for SMSFs and super; Rate rise then fall; Lobbyists; Joy of small investor; Gold v Bitcoin; More tech wreck; Demerger mania; Euro inflation.
stocks
Short sellers circle battered Zip
Panic sellers may be playing into the hands of these institutional investors.
markets
Global Market Report - 09 June
Australian shares are set to slide amid a retreat in risk appetite on Wall Street.
stocks
Platinum chief calls time on growth stocks
Andrew Clifford offers mea culpa for missing the growth stock boom but warns a new playbook is now required.
stocks
6 high-quality, undervalued semiconductor stocks
Taiwan Semiconductor, Nvidia, and other chipmakers have been hit by supply-chain woes, but their stocks are at their cheapest in many years.
markets
Global Market Report - 08 June
Australian shares are set to climb after Wall Street posted broad-based gains.
personal-finance
My 10 biggest investment management lessons
Don't pay management fees for index followers and beware cheap stocks.
markets
Reserve Bank surprises with whopper rate hike, says brace for more
Analysts rush to revise forecasts upwards with many tipping rates just north of 2% by December.
markets
US stocks are trading at a rarely seen discount
Even with the market's bounce, the selloff provides a chance to invest in significantly undervalued stocks.
markets
Global Market Report - 07 June
Australian shares are set to edge lower after Wall Street retreated from early gains to end modestly higher.
markets
Job and wage growth moderating in the US, and that's good news
It looks like the economy is shifting to a steadier, healthier pace of growth.
personal-finance
Dollar cost averaging 101: Investing basics
Dust off your dollar cost averaging textbook
personal-finance
Filing a crypto tax return? 5 things to know
The Australian Tax Office is cracking down on cryptocurrency this tax time, make sure your return is compliant.
markets
Global Market Report - 06 June
Australian shares are set to open lower after Wall Street sank on Friday.
markets
Reading recession tea leaves: Editor’s note
Big tech is cutting staff, what does this tell us about the chance of a recession?
markets
Iron ore investors rejoice, OPEC ramps up supply, Tesla cancels midday showers: What we learned this week
Goldman calls the lithium peak as AGL's leaders head for the exit.
personal-finance
What if this turns out to be a terrible time to retire?
Pre-retirees and new retirees concerned about today's markets can take steps to protect themselves.
investing
Morningstar Guide to Emerging Markets
Explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio.
markets
Global Market Report - 03 June
Australian shares are set to rally at the open amid a jump in the iron ore price.
funds
Is the fossil fuel narrative simply too convenient?
With the energy transition set to take decades, avoiding traditional energy investments is immoral, according to Rajiv Jain, chief investment officer at the $100 billlion GQG Partners.
markets
Energy threatens Albo's strong start: Firstlinks Newsletter
Investing in energy and fossil; Retirement stocks; Inflation impact; Preferential voting; Retiree miss; The new 'Don't fight the Fed'; Investing 101.
markets
Surviving the end of Bubbleville
Tune out the stock shillers and the well-meaning friends and family. Now is the time to define who you are as an investor.
markets
Global Market Report - 02 June
Australian shares are set to fall as US indexes declined for a second day.
stocks
From nosebleed to reason: US tech valuations looking attractive
Earnings growth remains market leading for wide moat stocks like Alphabet, Meta Platforms and Amazon.