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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.
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.
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.
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.
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
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.
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.
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.
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 - 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.
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.