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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
stocks

Are we there yet? Editor's note

How do we know it is time to buy when markets keep dropping.
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.
personal-finance

The thrill of the trade

Why we speculate, and how to do it safely.
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.
markets

Global Market Report - 23 September

The Australian market is set to open lower. 
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.
markets

Global Market Report - 21 September

The Australian market is set to open lower. 
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 - 20 September

The Australian market is set to gain at the open.
markets

Global Market Report - 19 September

The Australian market is set to open the trading week flat.
stocks

What makes for a successful investor? Editor's note

Investing is simple, but not easy
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

Global Market Report - 15 September

The Australian market is set to open flat.
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