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The demerger was a way for the energy company to keep its lenders onside. Assets sales or dividend cuts may now be required.

Australian shares are for a modest fall at the open after the US equity rally stalled.

Economic reopening and exit of rivals leaves analysts hopeful about the future of the Australian property group.

Or, how I learned to stop worrying and love the ride.

Australian shares are set to edge lower with US markets closed for Memorial Day.

Labor looks set to proceed incrementally and existing producers such as Whitehaven Coal could even benefit should more radical policy be proposed.

The Global Financial Crisis, Covid and this year’s selloff all caught many stock pickers off guard.

There are signs the tide may be turning even as challenges continue in some sectors.

Australian shares are set to pop at the open after US equities lifted in a broad based rally.

Facebook’s parent is trading at just half of what Morningstar’s analyst thinks it’s worth.\n 

Companies across financial services, healthcare and real estate are trading at double digit discounts to fair value.

Davos set wrings hand over barriers being thrown up to cross border trade and investment.

Australian shares are set to jump as risk appetite returned to Wall Street.

A low growth world will be a tailwind for battered growth stocks, according to the fund manager.

Time will tell if the country and its politics really changed over the weekend. Regardless of whether Albanese hits a snag, there's a lot to love about our electoral process and the democracy sausage.

Timing mistakes; Democracy and our sausage; Retirement and generation winners; Crypto crash; Is this time different? Cash in hand; Putin review.

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.

Australian shares are set to rise in line with gains on Wall Street.

How low can ARK Innovation go?

The Nobel prize winner who cameo'd alongside Selena Gomez in Hollywood hit The Big Short discusses the latest developments in behavioural economics.

Sharp declines at US giants Walmart and Target could be canaries in the coalmine for local retailers.

Australian shares are set for a modest advance as US stocks tumbled and bonds rallied.

If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.

The bearish sentiment in markets is rubbing off on investors.

Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.

A collection of resources covering how much further stock markets could fall based on historical data, what to do with your current assets (buy, sell, hold, rotate?), how to adjust your investment plan and strategy & how to identify opportunities and whe

Australian shares are set to open high after banking stocks powered a rally on Wall Street.

These six steps can help you take back control in uncertain times.

Falling economic growth in China is weighing on commodity demand although analysts believe a rebound is likely as officials promise more investment to bolster growth.

A bear market is the perfect time to look under the hood of your portfolio and financial plan.

Incoming Treasurer, Jim Chalmers says he is facing the "trickiest economic conditions inherited by an incoming government since the Second World War".

Australian shares are set to open lower after US equities fell for a seventh week.

US equities puke while the Australian labour market keeps kicking goals.

Always remember to go beyond the label, stick to your investing guns (and goals) and consolidate those super accounts.

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).

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

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

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

Australian shares should open slightly lower after US equities retreated and bonds rose.

Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.

On his recent visit to Australia, Morningstar's global chief investment officer Dan Kemp talks investing narratives, confronting the growing list of reasons to be concerned about markets and sustainable investing.

Worries about inflation’s toll on earnings sparks Wednesday’s 4% plunge, but stocks are now far undervalued.

The benefits of taking the middle ground.

Super for housing; Managing recession risk; Multidisciplined managers; Pension drawdown rate; Company earnings; Economic 'luck'; LIC discounts widen.

The Liberal Party's new super first home buyer scheme helps some first buyers into a home earlier but it may push up prices.

One of the big themes of the year has been the value comeback. What is behind this resurgence after a pretty dismal period, and should your portfolio be tilting in its direction?

Australian shares are set to tumble after Wall Street suffered the steepest selloff in almost two years.

A year after promising investors "golden eggs", Softbank is talking cash and getting defensive.

Shares are trading at a substantial discount to the offer price ahead of the 13 July shareholder vote.

Jim Grant, a leading expert on the bond markets, shares his predictions for 2022.

Australian shares are set to jump after robust retail spending data bolstered a US equity rally.

When interest rates go up, interest-sensitive stocks go down, We explain why.

Morningstar's Faul warns the boost to earnings is “temporary” as inflation tapers off, leaving Coles and Woolworths overvalued.

The Lottery Corporation pre-demerger report

It may not feel good, but it’s actually a healthy selloff.

Faced with the prospect of a lengthy downturn, it’s time for resilience in minds and portfolios – the grit to respond in a way that not only allows us to survive but prosper.

Australian shares are set to rise though gains could be short lived after US stocks declined.

A near-monopoly on Australian lotteries will give Lottery Corporation steady infrastructure-like earnings when it lists next Tuesday.

The crash of the Terra stablecoin’s exchange rate raises pressing questions.

Stocks stage a come back to avoid falling into bear territory as TreeHouse Foods, BioNTech rally.

US shares rally on Friday but end week sharply lower.

The S&P 500 is hovering above bear market territory and history suggests stocks may have farther to fall.

As recession fears grow many remain optimistic central banks will engineer a soft landing.  

US service inflation rises from the grave and Xero reports net profit below Xero

Corral these risks to improve the odds of investor success.

You've come to meet with us again.

CPI is still running hot, but evidence grows that the peak has passed.

Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.

After months of stops and starts, Australia's first cryptocurrency ETFs are available to trade. We dig into the details.

Australian shares are poised to edge lower after Wall Street pared losses and ended mixed.

Aussie broker Selfwealth says investors are moving cash into its newly-launched Hong Kong trading accounts.

Upside to underperformance; Ned Bell interview; Powers of attorney; Future of workplaces; Bank results; Gender balance; and central bank actions.

Here's what investors who are worried about a recession should consider today.

The upcoming battle over management’s demerger proposal could set the stage for a third tilt at the company.

Progress on cost cutting and cash rate on positive trajectory to benefit the only undervalued major bank.

This is what it’s like when the Fed has to move aggressively.

Musk’s deal to buy Twitter is shining a light on the intricacies of the mergers and acquisitions process, and shows just how risky buyouts can be.

They're both computing giants, and they both have a diversified range of products and services, but only one is the better buy right now, so which is it?

Australians are poised to fall in line with Wall Street.

Morningstar analysts have identified TPG telecom as the most undervalued telecom stocks in the ASX 200 detailing multiple catalysts for earnings recovery and growth.

Pace of outflows slows as downside protection kick in and new chief executive appointed.

Australian shares are set to edge lower after Wall Street eked out gains in volatile trading.

Equity analyst Nathan Zaia has doubts about the sustainability of high-profit levels.

Buffett, Munger, and Berkshire have been inspirations to me. I wanted to expose my son to their wisdom, values and humour.

As the bond market's bull run turns into a bearish rout, analysts warn the days of outsized returns may be over.

Australian shares are poised to fall for a third day as global investors dumped stocks.

Reducing risk isn’t only about avoiding losses; it's also about making profits.

Latest CPI report is on deck. Devon Energy and Occidental rally. Lyft shares plunge.

A collection of Morningstar resources to help you understand how inflation could impact you, and how to protect your portfolio from its corrosive effects.

Australian shares are set to fall at the open after US equities extended losses on Friday.

Futures markets see a cash rate of 3% by December but economists disagree. We look at both sides.

The fund manager is more bullish than most on resources and financials.

Federal Reserve gives hawkish traders an unpleasant surprise. 

Rising interest rates signal that margin squeeze could finally be coming to at end for Australia's big four banks.

Flight to safety pushes defensive sectors too high while leaving growth stocks attractively priced.

We look at where mortgage rates are, where they’re going and how much it will cost.

Australian shares are set to tumble following a sharp reversal in US stocks.

Money flowing into sustainable funds nearly eclipsed flows into conventional peers in the first quarter.

Election survey results and predictions; Stephen Hayes on global property; Growth stocks; Economic and market outlooks; Arms for ESG?

Investors should expect additional rate increases even as Powell throws cold water on the idea of a still more aggressive path.

Australian shares are set to rise after US stocks surged to their best performance in over two years.

This FAQ piece on the US Federal Reserves answers all your questions about monetary policy stateside, how it works, and what could go wrong.

Six charts on the bond market's big selloff and where it may go from here.

They are off to their worst start in since, well, forever.

Tightening financial conditions in the US can infect emerging markets. This time around, EMs are certainly not immune, but not as exposed either.

Australian shares are set to rise as Wall Street eked out moderate gains in a topsy-turvy session.

Governor Lowe says a booming economy and cashed up households are ready for higher rates.

Now AGL’s largest shareholder, Cannon-Brookes plans to vote against management’s demerger proposal, which Morningstar supports, at the annual general meeting in June.

Managing both volatility and risk in uncertain times.

Australian shares are poised to edge lower as US stocks bounced off an intra-day dip in a late rally.

Consumer stocks have provided some shelter from the storm, but Big Tech has resumed its decline.\n 

Chevron, Activision Blizzard and a defence of Jerome Powell.

Morningstar analysts believe the drivers of the earnings disappointment will blow over and KKR is not going anywhere.

The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.

Australian shares are set to fall after a broad selloff wracked Wall Street on Friday.