Morningstar Site Map

Dividends aren’t a magical source of returns, but they can offer an edge.

Australian shares are positioned to rise this morning following a strong session for global markets on Friday.

The influential US economist says Australia will substantially benefit from immigration in the coming decades.

What’s going on with Megaport? We explain what’s drawing investors back to what was the most undervalued ASX stock in Morningstar’s coverage universe.

Great investing opportunities are rare, which is why indexing makes sense for most investors.

Why we think the stock price of this high-quality company still looks cheap today.

Two health stocks and an Australian property group were among the notable ASX purchases made by fund managers in recent months.

Australian shares are heading up this morning following a triumphant session in the US.

Microsoft earnings show all-round strength.

Alphabet earnings show Google is well positioned to battle AI competitors.

The shift to hybrid working remains a challenge for office building landlords post-Covid. But not all assets are equal, with the negative sentiment creating buying opportunities among ASX-listed REITs.

Australian shares are projected to fall today following a dismal day on Wall Street.

A wrap up of all the key lessons of global investing - a comprehensive walkthrough of how exactly to invest internationally - the vehicle, currency, and tax considerations you should be making.

Fund managers may have more staff, more information, and more access to companies, yet individual investors have one, big advantage over them.

Morningstar's Jon Mills on the outlook for gold, and why the world's largest gold miner wants to buy ASX-listed Newcrest.

History offers two key lessons on diversification in times of inflationary pressure.

Australian shares were heading downward Wednesday morning following losses across global markets.

Australian shares are inching higher this morning following an upbeat day on Wall Street.

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their f

There are investment classics on the list as well as some that you may have never heard of.

These two major banks are trading at a more-than 20% discount to our fair value estimate.

As Australia moves to boost the uptake of electric vehicles, we look at how investors can get exposure to the growing EV market.

The Australian sharemarket is leaning lower this morning following a timid session in the US.

The era of ultra-cheap money is over, cutting off a lifeline for cash-burning companies and ending a three-year insolvency lull. Here’s 4 things to know this week. 

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).

Cutting Tesla stock’s fair value estimate to $215, but long-term, we see profit margins improving.

Patience rewards, greed kills.

Several high-profile takeover bids for ASX-listed companies currently hang in the balance. We compare three offers on the table, and how to distinguish a good deal from a bad one.

Australian shares are pointing downward this morning following a downbeat session in the US.

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected return

We’re sceptical paid sharing will significantly increase new subscriber growth.

A highly anticipated review into the Reserve Bank of Australia has made 51 recommendations, including the introduction of a new board of monetary policy specialists.

Australian shares are uncertain this morning following poor performance in Asia and a muted session in the US.

Cheap companies with a competitive advantage over their peers have become harder to find in recent months. We highlight 10 that meet these criteria.

Vanguard's Jack Bogle was correct that costs do a better job of forecasting future net returns.

Our framework can categorise the universe into four broad themes: technology, physical world, social, and broad thematic

Australian shares are relatively unchanged this morning following a timid session in the US.

A new report from Morningstar has highlighted undervalued opportunities among Australia’s smaller banks. We identify where investors can find value outside the big four, and the lenders set to benefit most from higher interest rates.

Still, investors can expect pockets of good news among travel, industrials, and energy stocks.

A look at this new frontier for investors, plus how to invest in clean energy.

'Just a flash in the pan,' 'too risky,' and 'more likely to close' are just some of the accusations made about thematic funds. But what does the data say?

Australian shares are pointing lower this morning following a muted session in the US and Europe. 

International investing is more than just stocks – understand what it really involves and why asset allocation not only plays a part but matters for global investing.

Two new energy stocks covered by Morningstar are helping to shed light on the smaller end of the ASX oil and gas sector. Why they’re worth a look.

Will this electric car maker’s partnership with Panasonic pay off?

The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.

Australian shares are set to gain today despite a weak Friday for US indices. 

Zip could run out of cash before it can achieve profitability. We explore the outlook for the fintech and what it means for the wider buy-now-pay-later sector.  

This global company is removing the battery from electric vehicle price tags.

This wide-moat company ticks all the boxes: an appealing and stable dividend, strong growth prospects, and an underpriced stock.

Highly unorthodox moves that worked for this highly regarded manager.

Is bigger really better? And is there any advantage in being a member of a large super fund?

Australian shares are leaning higher this morning after an optimistic session on Wall Street.

Jamie Dimon of JP Morgan is the most powerful commercial banker in the world. He warns that while the current economy looks fine, the storm clouds ahead differ from the past.

The US Federal Reserve is still likely to raise rates in May despite the lowest inflation reading in two years.

Morningstar's Brian Han says higher mobile pricing after years of discounting is a key tailwind for the sector.

The boom in ETFs is likely to continue with more products expected in alternative strategies, cryptocurrency, ESG, and active funds.

Australian shares are set to decline today following losses on Wall Street. 

The sweetened takeover bid for Newcrest Mining represents better value for investors and appears more likely to proceed, according to one Morningstar analyst.

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.

Tech layoffs are accelerating as firms focus on profitability, but not all companies are set to benefit from cost-outs. We highlight two that are.

The stock is up some 140% from its November low, and it looks like there’s still room to run.

Evaluating your retirement plan can be more manageable if you break it into smaller steps.

Australian shares are set to gain today following a hesitant session in global markets. 

In this article, I will outline the funds I selected for my own SMSF in the asset classes of domestic equities and real assets.

Australian shares are expected to rise today following a mostly upbeat session in the US.

Are analysts toast? Will opportunities to find mispriced securities disappear? Is my fund bloated? ChatGPT kisses and tells.

Property experts say we're in a 'landlords market', so why are investors sitting on the sidelines? We explore the opportunities in both direct and listed real estate.

Australian shares are pointing up at the start of Easter weekend. 

It may rank as one of Morningstar’s most overvalued sectors, but the safety of healthcare stocks can still provide value to investors—if you know where to look.

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

In both the dot-com bubble and the pandemic boom, by the time most managers began buying the highflyers, their valuations were already through the roof.

Getting on a plane over the Easter break? Prepare for a full flight. But Morningstar's Angus Hewitt says competition among the airlines is also set to ramp up.

With pubs and wineries attracting thirsty property investors, we explore whether investing in hotel and wine stocks on the ASX is a good idea

Australian shares are expected to edge lower today as recession concerns build. 

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.

Not all gold ETFs are created equal. We explore the different ways investors can get exposure to the precious metal through an ASX-listed exchange-traded fund.

An insolvency wave has hit the construction industry, which accounts for close to 10% of total employment in Australia. 

Morningstar has added this infrastructure service provider to its best ideas list, but one recurring wide-moat company didn’t make the cut in April.

Australian shares are set to decline Wednesday following weak US economic data. 

This artificial intelligence stock is reducing enterprise costs by 50%.

\nMonetary tightening is either at, or close to, an end, but markets will be looking for increases in leading economic indicators to begin a viable rally.\n

In this first article, I will outline the funds I selected for my own SMSF in two of the most difficult asset classes—bonds and international equities.

Australian shares are set to open higher today following mixed sessions in the US and Europe.

Morningstar's Johannes Faul says this food retailer continues to be a growth story despite disappointing first-half earnings. 

As demand for childcare grows from both parents and investors, we look at investment ideas across the ASX-listed childcare providers and landlords.

The Australian sharemarket is set to advance today following a positive quarter-end for US equities.