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markets

Are the RBA’s rate hikes already working?

Wednesday’s softer than expected inflation data has been welcomed by investors, but analysts say it’s too soon to know whether inflation has peaked. 
markets

Global Markets Report - 1 December

Australian shares are set to open higher after Wall Street rallies on Fed comments around rate hikes slowing.
markets

Q&A, your way: Episode 8

In this episode we chat to Firstlinks assistant editor James Gruber who answers a question about the RBA’s monetary approach and lessons the central banks can learn.
personal-finance

4 investment themes for 2023

Bold predictions have been made by Morningstar’s Brian Han and there are even some lessons for investors as we jump into a new year.
markets

Global Markets Report - 30 November

Australian shares are set to open flat after Wall Street tries to shake off the bear market.
stocks

Investor appetite for listed assets to return: Morningstar

Morningstar equity analyst Shaun Ler discusses why Pinnacle is currently undervalued. 
funds

Drive to survive

A focus on the investment process. What’s under the hood of the best fund managers?
personal-finance

Is it finally time to move on from crypto after FTX?

The ramifications of the FTX fraud may be long lasting.
markets

Global Markets Report - 29 November

Australian shares are set to edge higher after Wall Street drops on inflation and China concerns.
markets

Global Markets Report - 28 November

Australian shares are set to open lower.
fixed-income

Worst. Bond. Market. Ever.

By historical standards, stocks haven't done too badly. That's not the case for bonds though.
markets

RBNZ calls recession and a wake up call for buy-now pay-later: What we learned this week

The Fed may be making some changes and EU oil caps dragged.
markets

Global Markets Report - 25 November

Australian shares are set to open higher.
stocks

FTX lessons for investors

What we can learn from the implosion of the crypto exchange.
personal-finance

Arguing over money? Here's how to stop

The festive period can be a tense one if money matters join us at the table. Luckily there are some easy strategies to defuse common financial arguments.
stocks

Q&A, your way: Episode 7

In this episode we chat to Morningstar’s director of product management, Mark LaMonica who answers a question about financial acronyms.
stocks

Old emperor, new groove: What’s going on at Disney?

Bob Iger, who ran Disney for 15 years and enriched shareholders in the process, is back at the helm after the ousting of Bob Chapek.
stocks

Perpetual acquisition more likely than not: Morningstar

Morningstar equity analyst Shaun Ler discusses Perpetual's acquisition of Pendal.
markets

FTX's lessons for Australian investors

FTX lessons; 5 market defining trends; Jeremy Cooper on super; Managing retiree risk; Super eligibility rules; Private debt boom; A-REIT comeback?
stocks

Are dividend stocks a good investment today?

This episode of Dividend-Stock Deep Dive explores how dividend stocks have performed in 2022’s bear market and their prospects in a recession.
markets

Global Markets Report - 24 November

Australian shares are set to open higher.
stocks

A pinnacle stock opportunity on sale

Amid the market noise surrounding listed wealth managers, Morningstar has uncovered an undervalued jewel in the sector. 
funds

Listed Investment Companies monthly performance: October 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

China’s travel stocks are benefitting from Covid-19 relaxations

But a V-shaped recovery like the one seen in 2021 is very unlikely in 2023.
markets

Global Markets Report - 23 November

Australian shares are set to open higher.
stocks

Fair value of Oz Minerals raised following BHP bid: Morningstar

Morningstar equity analyst Jon Mills believes the iron ore giant is overpaying.
markets

The US treasury yield curve recession indicator is flashing red

The signs suggest a recession, but how deep and how long are the two questions everybody is trying to figure out.
etfs

Investing compass: Quality ETFs

In a listener requested episode, we explore quality ETFs—MOAT and QUAL.
markets

Global Markets Report - 22 November

Australian shares are set to open higher.
markets

Global Markets Report - 21 November

Australian shares are set to open higher.
markets

BHP back for Oz Minerals and ASX drops blockchain project: What we learned this week

Nuix shares rise and Australia and China talk.
stocks

Moats matter and it is time to learn to find them: Editor's note

What to do if margins come under pressure as the benefits of globalisation recede.
stocks

Aussie miners to benefit from changes in Chinese property sector: Morningstar

Equity analyst Jon Mills explains how the change in Chinese government restrictions impacts Australian Miners.
markets

Q&A, your way: Episode 6

In this episode we chat to Morningstar’s director of equity research, Johannes Faul who answers a question about the disconnect between the job market and the stock market.
markets

Why our financial abilities peak at age 53

Inflation history lessons; Automating retirement; Bank results; Fed wrecking ball; Forecasting pitfalls; Smoothing volatility; Currency hedging.
markets

Global Markets Report - 18 November

Australian shares are set to open lower.
stocks

What are the growth prospects for discretionary retailers?

Retailers confront a challenged outlook amid an expected slowdown in consumer spending, but one business is expected to reignite its sales growth in the new year.
markets

Global Markets Report - 17 November

Australian shares are set to open flat.
personal-finance

How experiences shape investors

Try to make the best of the inevitable poor years in markets.
markets

Market Index Performance | October 2022

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

Global Markets Report - 16 November

Australian shares are set to open higher.
etfs

Investing compass: High conviction ETFs and what they hold

We look at high conviction holdings in ETFs, and what our equity analysts think of them.
stocks

Are banks a play on inflation or a recession risk?

Two of the majors have reported solid margins in their fiscal results off the back of rising interest rates but at the same time, the sector is leveraged to a challenged economic outlook.
markets

Global Markets Report - 15 November

Australian shares are set to open down.
markets

Global Markets Report - 14 November

Australian shares are set to raise after Wall Street gains on Friday. 
markets

US inflation turns heads and profits at Xero slide again: What we learned this week

Elon dumps more Tesla shares and JP Morgan lists two new ETFs on the ASX.
personal-finance

The only investing theme that may matter: Editor's note

Investors have benefited from globalisation for decades. Is the party over?
markets

Global Markets Report - 11 November

Australian shares are set to raise after Wall Street soars. 
markets

A new crisis: What's happened in crypto now?

Crisis at the FTX exchange, founded by (former multi-billionaire) Samuel Bankman-Fried, has sparked another Bitcoin sell-off.
markets

Why money can't buy you love

Super reform; Tech arms race; PE's virtues; Don Sanders tribute; Director IDs; Questioning sacred cows; Floating Rate Notes.
funds

Q&A, your way: Episode 5

Morningstar's director of product management, Mark LaMonica, answers a question about investing in an ASX200 index fund.
markets

Global Markets Report - 10 November

Australian shares are set to fall after Wall Street drops
retirement

Focus on cashflow, not income in retirement

Morningstar's Head of Institutional Portfolio Management and solutions, Jody Fitzgerald, discusses focusing on cashflow in retirement rather than income from assets. 
markets

Global Markets Report - 09 November

Australian shares are set to gain after Wall Street climbs
personal-finance

Investing compass: Top lessons from investment professionals

We discuss lessons learned from our recent conferences. 
stocks

12 lessons on money and more from Warren Buffett and Charlie Munger

Wisdom from two of the world’s most successful investors.
markets

Global Markets Report - 08 November

Australian shares are set to gain after Wall Street climbs
funds

KiwiSaver Survey | September Quarter 2022

KiwiSaver assets increased, ending the quarter on NZ$83.5 billion. Average multisector category returns ranged from -1.3% for the Conservative category to -1.8% for the Growth category.
etfs

Don’t abandon fixed-interest ETFs—Our top-rated picks

While interest-rate-sensitive assets and duration have been the main stories in 2022, the underlying credit quality of your fixed-interest investment cannot be ignored.
stocks

Investing experience and insights: MIIC attendees

Morningstar individual investor conference attendees discuss first investments, investing advice for new investors, and bulls and bears.
markets

Global Markets Report - 07 November

Australian shares are set to gain after positive signs out of China
stocks

3 undervalued companies

In this article we take a look at three undervalued companies that appeal to investors searching for value.
stocks

Investing is fun-damental: Editor's note

The secret to investing success is applying some common sense and ignoring all of the proprietors of share market superstition   
stocks

Medibank sell off was an overreaction: Morningstar

Morningstar equity analyst Nathan Zaia talks about the recent change in Medibank's share price. 
markets

How the rise of Millennials will impact your money

New retirement income product; SMSF budget wrap; Recency bias; Savings advice; Private debt; Charts offering hope; Capital raising changes.
markets

Global Markets Report - 04 November

Australian shares are set to drop after Wall Street plunges. 
funds

Q&A, your way: Episode 3

Morningstar's director of product management Mark Lamonica answers a question about how to interpret yields.
markets

Global Markets Report - 03 November

Australian shares are set to drop after Wall Street plunges. 
markets

Q&A, your way: Episode 4

Morningstar’s director equity research Johannes Faul answers a question about the impact of rising rates on debt.
stocks

Morningstar sees dividends at Nine-Entertainment as sustainable

Morningstar's director of equity research Brian Han discusses the upside potential and possibly risks facing Nine-Entertainment.
markets

Global Markets Report - 02 November

Australian shares are set open flat after Wall Street dips. 
personal-finance

Keep calm and invest on

Sensationalist headlines along with market dives are enough to spook anyone, but by working through the market noise and remaining calm, there is plenty of upside for investors.