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markets
Global Market Report - 01 April
Australian shares are set to edge lower after Wall Street ended in the red.
personal-finance
ASIC finfluencer crackdown bites, but advice need remains: Editor's Note
We need to find a middle ground between high-priced financial advice and unlicensed investment conversations on Tik Tok, writes Emma Rapaport.
stocks
Fair value upgrades on the table: Morningstar resources update
Supply disruptions following Russia's invasion of Ukraine are forcing analysts to consider the possibility elevated prices persist.
markets
Frydenberg has spent big - but spend and save is the next big challenge: Firstlinks newsletter
The return of selling fees; Cycle investing; Helping the supply chain; Getting used to inflation; Population decline; Budget summary; 6% mortgages?
markets
Yikes! 3 critical factors influencing inflation and rates in Australia
Despite inflation rising as companies pass on price increases, the RBA is reluctant to increase rates. The market is pricing in a dozen rises by the end of 2023, but Philip Lowe will see a threat to his legacy.
markets
Global Market Report - 31 March
Australian shares are poised to edge higher, shrugging off a negative lead from Wall Street.
stocks
Bank and resource dividends well placed for rising interest rates
The major drivers of ASX dividends should be untroubled by a rising rate environment.
personal-finance
Investing basics: What is a yield curve and why are investors worried?
Here’s why this important bond market indicator is flashing a warning sign.
stocks
8 US stocks fundies love
These names are widely held among some of our favourite concentrated-fund managers.
stocks
Bank outperformance speaks to positive trajectory: Morningstar
Rising interest rates, strong economic growth and cheaper valuations are driving banking stocks ahead of the broader market.
markets
Global Market Report - 30 March
Australian shares are set to rise following a rally in US and European markets.
etfs
Thematic funds continue to capture investor imagination (and their money)
But investors should think twice before chasing the next hot theme, writes Kenneth Lamont.
personal-finance
What's your real inflation rate?
Headline inflation is spiking but it doesn't tell the full story with some households disappropriately affected. Here's how to calculate your own personalised inflation rate.
personal-finance
What the pre-election budget means for investors
Cash handouts, winners from the infrastructure splurge and warnings that spending could accelerate the start of interest rate hikes.
markets
Global Market Report - 29 March
Australian shares are poised to rise as tech stocks helped Wall Street higher.
stocks
Finding the value in Chinese shares: Charts of the week
The most undervalued major market in the world is also one of the most complicated.
markets
All eyes on the jobs report: Week ahead in US Markets
More strong readings on the labour market are expected as the Fed is seen moving higher, faster on rates.
stocks
4 airline stocks with long runways ahead
These companies are poised for a revenue bump as travel rebounds.
markets
Global Market Report - 28 March
Australian shares look set to rise after US shares extended their rally into a second week.
markets
War in Ukraine: One month in six charts
This week marked one month since Russia's invasion of Ukraine. Here's how it impacted financial markets.
personal-finance
Investing basics: what’s an NFT?
Digital images are worth more than a thousand words. In fact, they could be worth millions. Or nothing at all...
markets
Energy dividends; global equities rally; cash splash ahead of Budget 2022: What we learned this week
Surging wheat prices start to bite and Hamish Douglass farewells Magellan board.
markets
Cash, it's a love-hate thing - Firstlinks newsletter
Same fund, but cheaper? Hume's crypto frontier; Need a bigger battery; Plight of Russian oil; Invasion impacts; Private equity; Global REITs.
markets
Global Market Report - 25 March
Australian shares are set to go higher after a rally on Wall Street.
stocks
Morningstar Best Ideas List: WiseTech looks cheap after tech selloff
Problems in global supply chains are an opportunity for WiseTech as its logistics company customers move to replace old software.
personal-finance
Why petrol prices are soaring and how you can cut costs at the pump
Seven tips for cutting fuel use and finding cheaper petrol as Russia's invasion of Ukraine sends energy markets soaring.
fixed-income
Bond investors facing worst losses in years
With inflation still running hot, bond prices are sliding as the market looks for faster Fed rate hikes.
stocks
Financial service stocks on sale amid sector sell-off
Analysts believe the asset manager sell-off overlooks some of the attractive traits of businesses like Magellan, Platinum and Pendal.
stocks
First fires, then floods: How listed insurers are weathering extreme events
Markets focused on floods and bushfires are missing how insurers are cutting costs, doing more digitally and are looking down the barrel of a lift in investment income.
stocks
Markets enter a new phase – where the opportunities lie
Four sectors and seventeen stocks for the bulls and the bears on value's latest rally.
funds
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the unlisted version is cheaper? Find the best way to invest.
stocks
Warren Buffett's Berkshire snaps up insurer for $11.6bn: Morningstar view
Here is how we expect the wide-moat firm to manage the insurer and reinsurer Alleghany Corporation.
markets
Global Market Report - 23 March
Australian shares are poised to rise after technology stocks led a rally on Wall Street
personal-finance
Have you got financial questions? Step away from the spreadsheet
Not all decisions are number-driven. The right answer might involve a bit of introspection.
funds
Are dip buyers losing their nerve? Charts of the week
Investors hesitate about buying into the double digit losses recorded by technology and other growth stocks.
stocks
8 stocks that are high in quality (and cheap in price)
As the market stays in correction territory, high-quality undervalued stocks including Biogen and Salesforce look poised to gain.
markets
Market Index Performance | February 2022
Our monthly update detailing the short- and long-term performance of major indices.
markets
Global Market Report - 22 March
Australian shares are set to jump, sidestepping selling on Wall Street.
markets
Regulators and the big end of town warm to crypto
The federal government says its role is not to shield retail investors from all risk.
stocks
Aussie companies face higher wages bills but profits resilient
A rising wages environment is a risk for company profitability, but this could be offset by price increases, experts say.
fixed-income
ESG in Australian fixed interest - Easy to say, hard to do
Government bonds present tricky questions for fund managers to address when applying ESG principles.
markets
Yields march higher, oil slides: US weekly market update
Chinese ADRs bounce back, NVIDIA and Moderna rise and energy stocks slump.
funds
Listed Investment Companies monthly performance: February 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).
retirement
SMSF rule changes are coming in 2022: What to expect
While the upcoming federal budget may bring yet more changes for SMSFs, here are some of those already in the pipeline for 2022.
markets
Global Market Report - 21 March
Australian shares are set to jump at the open following a Friday rally on Wall Street.
markets
Active managers earn their keep; Elon and Ukraine: What we learned this week
Magellan announces buyback as Covid-19 roars back.
markets
Investing through history - Firstlinks newsletter
Fundies versus funds; MFS on portfolios; Gold in AUD as hedge; Discombobulation; Universal pension; Midterms are Biden referendum; Fed turning point.
personal-finance
Hello, I’d like to make more money: Editor’s Note
"If one does not know to which port one is sailing, no wind is favourable." - Seneca.
investing
Investing Fundamentals for Accumulators
Join us for our weekly webinars, where we help you build an investment portfolio focused on reaching your goals.
investing
Investing Fundamentals for Retirees & Pre-retirees
Join us for our weekly webinars, where we help you build an investment portfolio focused on reaching your goals.
markets
Global Market Report - 18 March
Australian shares are set to rise as Wall Street extends rally.
stocks
Wheat warning: GrainCorp's time in the sun unlikely to last
Possible disruptions to wheat production in the Black Sea are unlikely to impact GrainCorp over the long run.
funds
Fund managers versus funds: fraternal or identical twins?
Investors can invest in the funds of our leading fund managers, or they can invest in the business itself. The success of the fund manager is 'twinned' to the performance of the fund, but what type of twins are they?
markets
Don't get 'whipsawed' by false promises of peace in Europe
Morningstar Investment Management's global CIO Dan Kemp explains why well-intentioned investors desperate for peace in Europe are making dangerous market calls
markets
Fed to investors: Just the beginning for rate hikes
In a mission to fight inflation, Wednesday's rate hike is likely the first of eight this year alone.
markets
Global Market Report - 17 March
Australian shares are set to rally as Wall Street notched record gains.
funds
China stock plunge hits emerging-market funds
Investors in emerging-markets equity funds are getting hit with a one-two punch.
stocks
5 global automotive picks for long-term investors
Morningstar Best Ideas BMW and GM rub shoulders with narrow-moat auto part suppliers.
stocks
Starbucks' stock price serves up a buying opportunity
A shot of Starbucks shares could boost portfolios as rewards program drives growth.
stocks
Chinese wide-moat stocks at a discount
Some of Asia's best companies like Tencent and Alibaba have fallen deep into undervalued territory amid recent share price turmoil.
funds
What's driving Aussie equity market performance today?
Uncertainty, inflation expectations, interest-rate forecasts, geopolitical risks, and the global pandemic are all presenting investment considerations.
retirement
Should you adjust your asset allocation for higher rates?
Amid rising inflation and interest rates and geopolitical tensions, it could be time for investors revsit their portfolios.
markets
Global Market Report - 16 March
Australian shares are set to open higher in line with Wall Street.
markets
Mining fair value upgrades in view amid soaring commodity prices
BHP, Rio Tinto and a slew of smaller miners stand to gain if the supply shock to commodity markets persists.
etfs
Australia's active ETF industry is on fire. Or is it?
Industry growth looks strong, but it's all concentrated in a small group of funds.
stocks
Morningstar Best Ideas List: Kogan to hold own in faceoff with Amazon
Knowledge of the local market, strong branding and a growing subscription service should see the undervalued retailer retain market share in the rapidly growing online sales category, says Roy Van Keulen.
markets
Investing in emerging markets. Is it worth the risk?
With hazards that are bigger and more numerous, these markets highlight the importance of diversification.
markets
What a Fed rate liftoff means for stocks
Historically, US stocks have done well in the months after an initial rate increase.
stocks
These Chinese stocks are at risk of being delisted from US exchanges
Five companies, including Yum China, may delist by 2024 if they are unable to comply with US auditing standards.
markets
Global Market Report - 15 March
Australian shares are poised to fall in line with Wall Street.
personal-finance
Bitcoin in your portfolio? Beware the DeFi danger
There's a lot to think about with this wild card, if you can even call it that.
markets
ETF investors on the sidelines in February as industry growth falls, again: Charts of the week
Well-known growth funds remain popular even as value strategies extend their outperformance.
markets
Global Market Report - 14 March
Australian shares are poised to open higher; Wall Street fell on Friday.
personal-finance
What our mums taught us about money
We've surveyed Morningstar's editors and experts to ask them what their mothers taught them about money, and there are plenty of interesting and powerful lessons.
personal-finance
Diversity bots are a low bar for progress
International Women’s Day wasn’t all doom and gloom, but beyond the warm words lay plenty of very serious questions about what it means to live and work as a woman.
funds
Is ARK innovation a growth or a value fund?
Cathie Wood says ARKK is a “deep value” fund now. But Morningstar’s data shows it's still a growth fund, just with stocks that are struggling.
markets
Melt your coins; Nickel breaches $100k; Afterpay’s successor stumbles: What we learned this week
Reserve Bank's band on indefinite hiatus as Myer shows department stores have life yet.
markets
Stagflation rerun? Editor’s Note
Russia's invasion of Ukraine is sparking global price increases at a time of already-high inflation. But will worsening inflation and weakening economic growth open the door to stagflation?
markets
Explained: What is stagflation and how to play it
Not seen since the 1970s, a period of high inflation and stagnant growth would leave investors with few places to hide.
markets
Global Market Report - 11 March
Australian shares are set to fall after selling resumed on Wall Street.
stocks
Amazon announces 20-for-1 stock split
Companies like to play with the price of their stocks sometimes…here’s why and what you should know.
stocks
4 electric vehicle technology IPOs to watch for in 2022
Plus the largest anticipated tech IPOs of the year.
markets
Brazil, Russia, India and China: The BRIC is broken - Firstlinks newsletter
Investment fads and trends look good when they are launched, but can end in disaster.
funds
The women managing top-rated funds in Australia
We highlight female portfolio managers that are managing money in Australia.
markets
Global Market Report - 10 March
Australian shares are poised to rise after US and European shares snapped losing streaks.
stocks
Woodside and Santos soar as investors return to energy stocks
Years of underinvestment in supply point to elevated energy prices ahead.
stocks
February reporting season 2022: What we learned
Profits top expectations as Australian firms warn of uncertainty ahead.
stocks
Why the outlook for wide-moat stocks is bright
With valuations coming down, wide-moat stocks may be in a better position for a period of rising rates and inflation.
markets
Global Market Report - 09 March
Australian shares are poised for a modest gain at the open as Wall Street closed lower.
etfs
'Uninvestable': Global index giants ditch Russian equities
MSCI and FTSE join asset managers in writing off Russia.
stocks
"There's been a big rotation in markets": Value surges as growth stumbles
Higher inflation, rising interest rates and booming commodity markets are driving a major rotation away from the post-pandemic winners, says Tim Murphy, Morningstar director of manager selection.
retirement
4 steps women can take to stave off a retirement shortfall
Use these questions to get started.
personal-finance
Why do women invest less than men? Blame the income gap
As women gain wealth, advisers must prepare to serve them.
stocks
Do investors need alternative investments?
How commodities and other nontraditional investments have affected portfolios.
stocks
Corporate Australia is still a man’s world, but it’s improving: Gender diversity in focus
Whilst Australia has achieved a lot, equality in the corporate context has not yet occurred. However, it is encouraging that it remains a high priority for our biggest companies.
stocks
How MeToo forced companies to see the business risks of sexual misconduct
Change is slow but inevitable.
markets
Global Market Report - 08 March
The ASX is set for a modest gain as a global selloff took the Nasdaq into a bear market.
markets
Australia’s commodity boom shows little sign of fading: Charts of the week
Futures prices for a range of major commodities remain elevated for months ahead.
markets
Global Market Report - 07 March
Australian shares are set to open higher after US stocks slumped on Friday.
stocks
London stock exchange reshuffle reflects Russia exodus
Two Russian miners caught up in the Russia sell-off are to leave the FTSE 100.
markets
Coal jumps as BHP breaks dividend record: What we learned this week
Western exodus from Russian oil and gas could be costly, Commonwealth Bank forecasts a fall in house prices and super fund fees to drop.
etfs
The world is waking up to 'autocracy risk'
An interview with Perth Tolle, founder, Life & Liberty Indexes.
personal-finance
Investing basics: What is a market correction, and what happens next?
Your market downturn and volatility questions, answered.
funds
We said farewell to arms in ESG, let's not u-turn
Including arms and defence contractors in ESG funds in response to Ukraine could be a grave error and one that risks compromising decades of progress.
markets
Global Market Report - 04 March
Australian shares are poised to fall after a mixed session on Wall Street.
stocks
Afterpay's rivals set for battle with rates and regulators
Regulators are likely to be less lenient now the buy-now-pay-later sector is part of the fabric of Australian payments.
funds
Ukraine war tests emerging market equity managers
Here's what managers of Morningstar Medalist funds are saying about the outlook for Russian stocks.
stocks
Moats on sale: 10 undervalued stocks after strong ASX reporting season
These quality companies are trading at double-digit discounts to fair value.
stocks
UK sanctions net widens on Russian companies
Financial warfare intensifies ahead of MPs' vote on restricting companies from listing and raising money in London. We list the main companies and those on the sanctions list.
personal-finance
The risks lurking in every asset class
A field guide to the key risks for investors in stocks, bonds, and yes, cash.
markets
Ukraine brings our own democratic values into focus - Firstlinks newsletter
+ Death of single-industry funds; Six good stock results; Global property; Top investment theme; Having fun; House of Gucci lessons.
stocks
War may delay progress on emissions cuts, chill interest in sustainable investing
Even as U.N. panel finds globe is warming fast, oil prices climb.
stocks
Australia and New Zealand Best Stock Ideas | March 2022
This month we have 13 companies in our Best Stock Ideas list. Since last month, we have added Kogan and WiseTech Global and removed Cimic Group and Whitehaven Coal.
stocks
Buffett on markets, cash and seizing opportunities
The Oracle of Omaha’s annual letter is full of lessons for investors.
etfs
ETFInvestor Year in Review 2021
The industry received record net inflows as investors demonstrated a growing appetite for theme-based, active and environmental, social, and governance factor-based ETFs.
markets
Global Market Report - 02 March
Australian shares are poised to fall after stocks and bond yields tumbled on Wall Street.
funds
Which Australian funds have the biggest exposure to Russia?
Russian exposure is not widespread among active managers. Only 13 strategies in our global equities database hold greater than 5% portfolio exposure.
stocks
6 stocks set to benefit from rising commodity prices
Woodside, South32 and Graincorp are among those that could benefit from a spike in oil, grain and aluminium prices as war rages in Ukraine.
stocks
15 cheap growth stocks amid the volatility
Growth stocks are now broadly undervalued and the overall market now looks fairly priced.