Morningstar Site Map
Articles
investing
How to value a share
We walk through the process of finding great companies and estimating their fair value.
personal-finance
Don't bank on the investment returns of yesteryear
Recency bias leads many investors to expect the recent past to continue into the future
markets
Global Market Report - 30 September
Australian shares are set to edge lower after Wall Street falls.
markets
Sorry, how much for a bacon and egg roll?
Are consumers really more accepting of higher prices? Are we all just accepting our inflationary fate?
stocks
Porsche maxes out just above offer price in trading debut
Shares of sports car maker Porsche AG hovered just above their offer price on their first day of trading following a $14 billion IPO in Frankfurt on Thursday.
fixed-income
Bank of England intervenes in 'dysfunctional' bond market
Bank warns disruption in the markets is a real risk to financial stability.
markets
Global Market Report - 29 September
Australian shares are set to edge higher after Wall Street gains
stocks
3 undervalued five-star asset management companies
We used Morningstar’s stock screener to find 3 five-star asset management companies that provide investors with dividends.
stocks
Lazard Asset Management: 3 undervalued global equities
Morningstar speaks to portfolio manager at Lazard Asset Management, Warryn Robertson about 3 undervalued global equities.
stocks
Have US stocks become cheap?
Predicting stock market returns is much easier after the fact than doing so contemporaneously.
stocks
6 undervalued stocks with low beta
Berkshire Hathaway and Verizon are among the low-volatility stocks that trade at a discount.
markets
Do we really need femtech?
Women have long been underserved in the healthtech space, but is having its own term the answer to attract funding?
markets
Global Market Report - 28 September
Australian shares are set to edge lower after a mixed session on Wall Street.
markets
Global Market Report - 27 September
Australian shares are set to edge higher following a dip on Wall Street as investors continue to digest worries of a global economic downturn.
personal-finance
Buyer, beware! Your brain on fintech
How behavioural science has made investing easier, but also more perilous.
markets
Global Market Report - 26 September
The Australian market is set to open lower after gloabl markets slide last week.
markets
What we learned this week: Central bank edition
This week we take a look at the Federal Reserve meeting and what this means for Australia.
funds
3 stock pickers on Morningstar’s watch list
Morningstar has uncovered three new equity funds as part of its list of promising investment strategies that are worthy of investor attention.
markets
Does new information really mean we need a new analyst report?
In the current climate, many pontifications are out-of-date as analysts hit the send button.
personal-finance
7 tips for financial success
Personal finance expert Farnoosh Torabi shares her advice on making your money meaningful and spending mindful.
funds
Listed Investment Companies monthly performance: August 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
Stocks for the commercialisation of Space Odyssey
Private space stations could soon become hotels thanks to these companies.
stocks
3 five-star companies for bearish investors
We found three companies that began trading at a five-star price this month.
personal-finance
Why we trade
These are the behaviours that drive short-term trading. Which one is your achilles heel?
retirement
What the Queen taught us about longevity
Editor: Planning retirements and lifespans makes fools of statisticians, actuaries, and advisers.
markets
Global Market Report - 19 September
The Australian market is set to open the trading week flat.
etfs
The relationship between a rising cash rate and ETFs: Morningstar explains
In this article we delve into the relationship between high interest rates and the asset class of ETFs.
markets
Star loses its shine and possibly licence, Woodford Matter haunts Link and Tesla gains a lawsuit: What we learned this week
US inflation snubs monetary policy, Rio Tinto has a not so new investor and Governor Lowe talks economics in Canberra.
markets
Global Market Report - 16 September
The Australian market is set to open lower after Wall Street dips.
stocks
Will Porsche's IPO be as popular as its sports cars?
Porsche has delivered strong sales and the stock offers investors a new way to play the electric vehicle boom.
stocks
Costs remain elevated at Qantas: Morningstar
Morningstar equity analyst Angus Hewitt explains why the airline has been struggling recently.
stocks
A complete loss of Star's casino licence is unlikely: Morningstar
Morningstar equity analyst Angus Hewitt discusses the impacts of the Bell Report.
markets
Cost-of-living relief contradicts RBA desire to control spending: Firstlinks Newsletter
Will the next budget bring a cash splash for households?
markets
Equity markets tumble as US inflation runs hotter than anticipated
US inflation data released on Tuesday night sparked a sell off as recession fears increase.
markets
Do sustainable portfolios have a fossil fuel problem?
Are there any legitimate reasons why a sustainable investment would hold fossil fuels in their portfolio?
stocks
Investing compass: How big should your slice of American pie be?
In a listener requested episode we explore whether valuations should impact asset allocation decisions
markets
Market Index Performance | August 2022
Our monthly update detailing the short- and long-term performance of major indices.
markets
Global Market Report - 14 September
The Australian market is set to open lower and US inflation comes in higher than expected.
stocks
Mixed outlook for retailers, with inflation a boost for some
We look at the retail sector and review companies who are benefiting from inflation.
stocks
Recovering ride-hailing demand should benefit Lyft and Uber stock
Morningstar’s analyst says both stocks are undervalued, although one is favoured.
markets
Global Market Report - 13 September
The Australian market is set for another strong open as US inflation data shows signs of cooling.
markets
Global Market Report - 12 September
The Australian market set for strong open after a solid week for US shares.
markets
Letter from America: Investors are more like impalas than lemmings
It turns out that most punters are not so dumb after all.
markets
Who is winning from rising inflation? Firstlinks Newsletter
Rate rise winners and losers; 5 lessons for bears; Asia interview; 3 investing themes; The value club; Dividend data; Scenarios; Jobs Summit.
markets
Global Market Report - 9 September
The Australian market is set to open higher as futures were up.
stocks
Looking for dividend yielding opportunities?
Dividend payments were relatively solid in the recent earning season but with cash rates rising there are a number of other yield plays investors can adopt.
markets
The Australian economy continues to grow but it may just be slowing
New GDP data for the June quarter was released by the ABS this week showing another lift in spending. But what does this mean for the RBA?
stocks
An inflection point for markets? Editor's note
If we are at an inflection point in markets it is likely that what has been working will not work going forward.
markets
Global Market Report - 8 September
The Australian market is set to open higher as futures were up.
stocks
After a solid earnings season, which way are dividends heading?
Corporate Australia sailed through FY22’s challenges, but the market is signalling a softer outlook.
markets
Global Market Report - 7 September
The Australian market is set to open lower as futures were down.
markets
Investing compass: The ghost of Paul Volcker
Is the ghost of Paul Volcker haunting the markets? We look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this.
markets
Global Market Report - 6 September
The Australian market is set to open higher as futures gain.
markets
Is the market cheap or expensive in September?
Undervalued stocks still outnumber pricey ones by a wide margin globally, but recent uncertainty has put a damper on the bargain bonanza. Australian equities are more expensive than their European and American peers.
markets
Recession or not, there will be pain
Investors and stock strategists are braced for a different kind of slump, but a slump nonetheless.
markets
How to take advantage of earnings season
Senior investment specialist Shani Jayamanne cuts through the noise of earnings season and explains how to pick up undervalued stocks.
markets
Global Market Report - 5 September
The Australian market is set to open lower after Wall Street falls for third week
stocks
A mixed bag for REITs
It was a solid result for REITs in the earnings season, but investors will need to be selective as the sector confronts a market of rising interest rates.
markets
Rio snaps up Turquoise Hill and BHP drags the index down: What we learned this week
Migrants to rescue Aussie business from the tight labour market, US jobless claims fall again and Australian's are still spending.
stocks
Transactions at Zip Co are up but profits are down
Morningstar equity analyst says Zip needs to learn the art of cutting costs.
markets
Changes to financial services landscape coming thick and fast: Firstlinks Newsletter
Super objective denies reality; Big advice changes; $10 trillion manager into super; Global energy; Reporting season; Shorting myths; Credit value.
stocks
Woodside reveals a strong result: Reporting season
Senior equity analyst Mark Taylor talks about Woodside's highlights this reporting season.\n
markets
Global Market Report - 2 September
The Australian market is set to open higher after Wall Street ends Thursday in the green.
markets
Is a house the only way to make it? Editor's note
Housing, emotions, and an attempt at concluding with a literary flourish\n