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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

Global Market Report - 29 June

Australian shares are set to fall after Wall Street slumped.
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.
stocks

Why did US shares jump on Friday?

Hints of a softer economy and inflation buoy sentiment.
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

Global Equities Manager Update

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.
markets

Do bear markets lead to recessions?

Understanding this year’s stock market woes.
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.
personal-finance

The real problem with inflation

It erodes not only wealth, but also trust.\n 
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

7 high quality dividend picks

Economic moats and dividend yields north of 5% in fiscal 2023.   
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.
investing

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Join us for our weekly webinars, where we help you build an investment portfolio focused on reaching your goals.
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.
stocks

Vanguard's other index-fund invention

Should Jack Bogle have lamented his subsequent creation?
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.