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markets

Global Markets Report - 1 September

ASX likely to slip at the start of the new month.
personal-finance

3 history lessons, and being humble

Three historical episodes in stock markets and what they can teach you about becoming a better investor.
stocks

Webinar: Is it time to buy or sell?

Understanding when to buy and sell is a major concern for many investors – we look at whether earning season presents any opportunities to do so.
investing

Webinar: What To Expect This Reporting Season: Macroeconomic Outlook

Join us as we explore the macroeconomic conditions of the market and look at inflation, interest rates, household consumption and corporate earnings in this two-part webinar.
investing

Webinar: How To Evaluate a Company’s Fundamentals

We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued. \n 
investing

Webinar: Property vs Stocks – What Should You Be Investing In?

Investing in property is very popular amongst Australians but is it the best investment for you to make? We look at paying down mortgages versus investing in the stock market and alternative ways to invest in property.
investing

Webinar: How To Estimate How Much You Need for Retirement

We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned. \n 
markets

Investing Compass: Market outlook: Are investors too optimistic?

Our market outlook looks at the current state of the market and themes investors should be aware of.
stocks

After earnings, 2 positives for Wisetech

Wisetech share price tanked as it reported a squeeze on margins in its outlook but there are several positives for investors. 
markets

Global Markets Report - 31 August

Australian stock futures are pointing to an uncertain open for the S&P/ASX 200.
markets

Global Markets Report - 30 August

Australian shares look likely to rise again at the open after U.S. stocks gained for a third straight session.
personal-finance

I have a ‘too hard’ pile for financial information. And you should, too.

How to avoid becoming overwhelmed with incoming information.
markets

Markets brief: US value stocks have suffered in 2023 but are showing signs of recovery

These stocks have led the latest gains for the value side of the market.
stocks

Finding stocks for a potential debt reckoning

Certain companies may be best positioned to defend against continued inflation.
markets

Global Markets Report - 29 August

Australian shares are expected to rise this morning following a strong session in the US.
personal-finance

My latest investment checks all my boxes

Aligning a share to your investment strategy is the key to investing successfully. This ASX share with a moat is finally trading at an attractive valuation.
markets

What’s behind the sudden spike in bond yields?

It’s the big question that equity and bond investors are asking, and we sought answers from Capital Group, one of the world’s largest active investment firms.
markets

Global Markets Report - 28 August

Australian shares opened higher this morning.
markets

It’s dismal: good news is bad news … and vice versa

Almost every economic data point or announcement can be interpreted as good news or bad news, which is confusing for investors looking for guidance. 'On the other hand' is a catchphrase of the dismal science.
stocks

3 undervalued shares report strong earnings

We hear from 3 companies trading in four star territory. 
funds

Platinum’s Andrew Clifford shares his thoughts on China

As economic problems increase in China Morningstar’s James Gruber talks investment opportunities with Platinum’s Co-Chief Investment Officer. 
markets

Global Markets Report - 25 August

Australian shares are set to decline this morning following losses in the US.
stocks

Banking sector wrap

Senior Equity Analyst Nathan Zaia walks through bank earnings and the next steps in the proposed merger between ANZ and Suncorp.
stocks

Was the Kogan sell-off short-sighted?

The online retailer was belted by the market as it reported a fall in revenue and profits but does this reaction reflect Kogan’s fundamentals? 
markets

A leading fund manager finds gems amid China rubble

Platinum Asset Management’s CEO tells Morningstar’s Wealth of Experience podcast that as China’s economy tanks and investors flee, he’s finding some fantastic bargains.
markets

Global Markets Report - 24 August

Australian shares are set to rise this morning following a strong day for US stocks.
markets

Global Markets Report - 23 August

Australian shares are expected to fall this morning following a poor session in the US.
stocks

Is this as good as it gets for bank earnings?

While the Commonwealth Bank was the only major bank to report full year earnings this reporting season, the trading updates of the other three big banks still gave a glimpse of what to expect for bank earnings.
stocks

Megaport earnings: Good news keeps getting better

Our fair estimate for the shares increased following the release of 2024 guidance. 
stocks

Investing Compass: What we think about the largest company in the world

We take a deep dive into the international stock you are most likely to own - Apple.
markets

3 asset classes that still hold opportunities for long-term investors

Morningstar Wealth experts say you haven’t missed out entirely on the market rally. 
markets

Global Markets Report - 22 August

Australian shares are set to gain this morning following a strong day for US stocks.
stocks

Costs help control margin for Magellan

Magellan’s fiscal 2023 results this earnings season were encouraging. 
funds

Listed Investment Companies monthly performance: July 2023

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).
markets

Global Markets Report - 21 August

Australian shares are expected to decline this morning after most global markets suffered on Friday.
stocks

4 key earnings results that will impact the outlook for investors

Corporate earnings reported this week highlighted a number of challenges for investors in a still resilient economy.  
stocks

3 Warren Buffett stocks to buy

Undervalued stocks in Berkshire Hathaway’s portfolio, as well as its latest buys and sells. 
stocks

3 bargain shares with a moat report earnings

Earnings results this week included results from 3 undervalued shares with a moat.
markets

Global Markets Report - 18 August

Australian shares are expected to decline this morning following a poor session across global markets.
funds

Adviser Webinar: Q&A with T.Rowe Price's Scott Berg

Q&A with T.Rowe Price's Scott Berg
markets

The bursting of China's bubble and lessons for investors

China's economic miracle has turned into a nightmare, and many investors who once fawned over the country's prospects have been burned.
stocks

Can this sector top pick ride the headwinds?

In a week of strong earnings from health giants CSL and Cochlear, this healthcare business reported limp revenue and sales numbers but there is upside from planned productivity gains.
stocks

CSL's outlook improving

CSL’s share price reacted positively to results but our analyst is looking at the long-term prospects.
markets

Global Markets Report - 17 August

Australian shares are set to drag today after inflation concerns weighed on global markets Wednesday.
markets

Global Markets Report - 16 August

Australian shares are expected to fall this morning following losses across global markets on Tuesday.
stocks

JB Hi-Fi earnings provide insight into consumer spending

 Declining sales point to softening consumer demand and lower near-term profits. 
retirement

The price of admission into superannuation in Australia

The quarterly Morningstar Superannuation Survey focuses on fund performance, total fees (including investment and administration), and net assets of multisector MySuper and Choice options.
personal-finance

All-weather investments

Investors are always looking for ‘safe’ investments. Here are two attributes that signal quality and may provide shelter through all markets conditions. 
stocks

The value to shareholders of the potential sale of TPG’s corporate telecom business

Morningstar Director of Equity Research Brian Han discusses the potential sale of TPG’s corporate telecom business to Vocus.
markets

Global Markets Report - 15 August

Australian shares are uncertain this morning after a strong session on Wall Street.
stocks

Star Entertainment’s increased regulatory certainty

We maintain our fair value as Star provides an update to the duty rates it pays in New South Wales. 
markets

Global Markets Report - 14 August

Australian shares are expected to decline this morning following losses in the US.
stocks

Can CBA keep its bumper dividend?

Australia’s largest lender surprised with its unexpected higher dividend payment but with a challenged outlook, can the bank continue to deliver to shareholders? 
markets

Super funds' BIG problem

Large inflows into super funds are forcing them to invest in illiquid, unlisted assets, according to this investment industry executive.
stocks

Downer earnings: Making good progress against targets

Morningstar sees positives despite the drop in the share price. 
markets

Global Markets Report - 11 August

Australian shares are sloping downward this morning, despite modest gains for most global markets on Thursday.
markets

Market Index Performance | July 2023

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

Woodside sells stake in LNG project

Woodside sells 10% interest in Scarborough after strong run for the shares. Are they still undervalued?  
markets

Global Markets Report - 10 August

Australian shares are expected to open lower this morning following a disappointing session on Wall Street.
personal-finance

Preparing for the worst-case scenario

One of the best ways to build and maintain an investment portfolio is by stress testing different scenarios, including the worst-case.
personal-finance

Investing Compass: Personal investing lessons from a CIO

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.
personal-finance

How to choose between ETFs and funds

Investors need outcomes and not products and the choice between funds and ETFs should be based on personal circumstances. 
markets

Global Markets Report - 9 August

Australian shares were flat this morning following declines in nearly all global markets on Tuesday.
funds

KiwiSaver Survey | June Quarter 2023

KiwiSaver assets increased to NZD 98.0 billion.
stocks

Is value emerging in retail REITs?

Retail faces headwinds but there may be opportunities in these unloved shares. 
stocks

What is next for ANZ and Suncorp bank?

The proposed merger has been rejected by the ACCC and prospects for the deal are looking unlikely. 
stocks

Markets Brief: What’s wrong with US dividend stocks?

Income-focused strategies have missed out on the year’s rally, but US dividends still look promising.
markets

Global Markets Report - 8 August

Australian shares are heading up this morning following a strong session on Wall Street.
personal-finance

Time is the most valuable resource

Investors are focused on returns but ignore the role time plays in achieving goals.    
markets

Global Markets Report - 7 August

Australian shares are expected to open lower this morning following losses on Wall Street.
markets

Howard Marks on where he's finding value

The famed investor tells Australian investors that he's raising money to invest in opportunities that he hasn't seen in a long time.
stocks

Apple and Amazon report strong earnings

Despite results our analysts remain cautious 
stocks

Australian Equity Market Outlook Webinar

Peter Warnes provides an Economic and Market Outlook, and Adrian Atkins discusses Market Valuations and Top Stock Picks.
stocks

Will mortgage stress lead to bad debts for banks?

It continues to be a challenging environment for homeowners given persistent interest rate increases. 
markets

Global Markets Report - 4 August

Australian shares are expected to decline this morning following another lousy day on Wall Street.
markets

Global Markets Report - 3 August

Australian shares are sloping downward this morning following a disappointing session for stocks worldwide. 
stocks

ASX listed share added to our best ideas

The August edition of our Global Best Ideas list includes a new pick from our analysts. 
stocks

What the 'mortgage cliff' might mean for The Big Four this reporting season

As thousands of Australians grapple with higher mortgage repayments, we sit down Morningstar's Nathan Zaia to discuss what it means for the nation's banking sector. 
stocks

Australian Equity Market Outlook Webinar

Peter Warnes provides an Economic and Market Outlook, and Adrian Atkins discusses Market Valuations and Top Stock Picks.
stocks

TPG share price jumps but value remains

Vocus Group’s bid for TPG’s fixed assets is indicative of the value within the telecom.  
stocks

Is Fortescue attractive after an increase in production?

The company grows iron ore sales six percent but we remain wary. 
personal-finance

Investors remain wildly optimistic and the consequences may be profound

Creating a financial plan is about trade-offs between savings levels, time and returns. Being too optimistic about returns may impact your ability to reach your goals.
markets

Global Markets Report - 2 August

Australian shares are facing downward this morning after a poor session for many global markets.
stocks

What tighter regulation could mean for Tabcorp

A new report from the federal government into online gambling marks yet another call for tighter regulations for the nation's gaming industry. We sit down with Morningstar's Lochlan Halloway to discuss what it means for the investors.
markets

What's next for the RBA?

With the first rate pause of the current hiking cycle here and the flagged departure of controversial Reserve Bank of Australia governor Phillip Lowe, it's been an historic month for the RBA. We sit down with Morningstar's Peter Warnes to discuss what's