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Articles
stocks
Opportunities in building services shares
Will increases in residential construction benefit the industry?
markets
Global Markets Report - 22 December
ASX set to open higher, after US stocks recouped some of the previous day's losses.
funds
Listed Investment Companies monthly performance: November 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 December
ASX set to open lower, after a sell off late in the day on Wall Street.
stocks
Despite share plunge we maintain our fair value for Pexa
Shares fell as the market grows concerned about the acquisition of Smoove.
etfs
Build a portfolio with 3 ETFs: Investing Compass best of 2023
We simplify constructing a portfolio and show how to build one with three trades.
markets
Global Markets Report - 20 December
ASX set to open higher, as US investors embrace risk on expectations of rate cuts in the new year.
stocks
Our 4 top mining picks
Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
stocks
Bid announced for Link
Potential Link acquisition by The Trust Bank at good price more likely than not to succeed.
markets
Global Markets Report - 19 December
ASX set to open higher, with US benchmarks continuing their seven-week winning streak.
markets
The 4 biggest market stories of 2023 — and what’s next in 2024
This year was all about central banks and what turned out to be an “everything rally.”
markets
Global Markets Report - 18 December
ASX set to open lower, while US stocks finished the week higher.
personal-finance
The advantage for stocks when inflation rises
How stock and bond prices work when inflation is an ongoing possibility.
markets
Global Markets Report - 15 December
ASX set to rise at the open, as fed-fueled rally extends gains on Wall Street.
markets
Which asset classes are undervalued right now?
Many assets have had a rollercoaster 2023 though most are up, and some of them are up a lot. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able find a bargain.
markets
Global Markets Report - 14 December
ASX set to open higher, after Wall Street jumped following the Fed signalling rate cuts in 2024.
personal-finance
5 investing rules I break in my portfolio
Don’t let perfect investing be the enemy of good
stocks
Is the worst over for Australian commercial property?
Charter Hall’s CEO of Direct Property Steven Bennett is open about the current challenges, yet sees long-term opportunities in listed property and industrial real estate.
markets
Global Markets Report - 13 December
ASX set to open flat, as US investors digest inflation data.
markets
Blending active and passive into a winning portfolio
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified block. This has important implications for how you try to extract returns from markets.
stocks
Sigma agrees to acquire Chemist Warehouse
Our analyst weighs in on the proposed acquisition and Sigma’s capital raise.
markets
Global Markets Report - 12 December
ASX set to rise at the open, as US investors look to inflation and rates decisions.
stocks
3 ASX no-moat shares that are significantly overvalued
Investors are too optimistic about the prospects for these three ASX listed companies.
stocks
7 charts on the AI stock boom one year after ChatGPT’s launch
These stocks and the key trends behind them are critical for understanding the AI investment landscape
markets
Global Markets Report - 11 December
ASX set to rise at the open, after Wall St finished the week higher despite labour-market strength.
markets
Market Index Performance | November 2023
Our monthly update detailing the short- and long-term performance of major indices.
stocks
Are miners attractive after the surge in gold prices?
Gold prices are up in the last two months in anticipation that interest rate increases are coming to an end.
markets
Global Markets Report - 8 December
ASX set to open lower, while tech stocks drove US benchmarks higher overnight.
markets
Resist doomism: How investors can address climate risks here and now
Three ways to consider climate’s role in your investments, Morningstar CEO says.
stocks
Perpetual takeover bid is lower than our intrinsic assessment
Washington H. Soul Pattinson bids $3 billion for Perpetual
markets
Global Markets Report - 7 December
ASX set to open lower after broad selloff on Wall Street, US treasuries continue to decline.
stocks
This five-star Aussie stock has a wide moat
Our analysts believe it can protect and grow its earnings for at least the next 20 years
markets
Global Markets Report - 6 December
ASX set to open higher, while US stocks continued to pull back from their late-November rally.
personal-finance
5 steps to create an investment strategy - Part 2
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
personal-finance
5 steps to create an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
personal-finance
5 steps to create an investment strategy - Part 3
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
stocks
ARC Webinar: Best Stock Ideas December 2023
Hear from Morningstar's Equity Analysts on their latest insights on two of their Best Stock Ideas.
etfs
Morningstar reaffirms Silver Medalist Rating on quality ETF
This top ranked ETF is focused on quality shares.
markets
Global Markets Report - 5 December
ASX set to open lower, after all three major US indices lost ground.
stocks
Despite rally this A-REIT remains undervalued
While attractive from a valuation standpoint we do not believe this A-REIT warrants a moat and is highly leveraged.
markets
Outlook 2024: How to take advantage of AI without valuation risk
Be smart about your exposure to AI and avoid overpriced assets
markets
Global Markets Report - 4 December
ASX set to open higher, after the Dow, S&P 500 finished at highest levels since early 2022, US treasuries continued lower.
stocks
We advise waiting for a pullback before investing in the world's biggest company
We’ve raised our fair value estimate and sales forecast, but still see the stock as rich.
funds
Seeking opportunities in global emerging companies
Founder and CIO Ned Bell gives an insight into how the Morningstar medalist fund manager uncovers growing but sustainable businesses and shares some stocks picks in the portfolio.