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etfs

Vanguard continues to dominate ETF scene, but rivals signal price war

Investors are becoming increasingly price conscious as the ETF price war intensifies, with significant inflows going into products with low fees.
markets

Global Markets Report - 1 March

Shares are set to decline in Australia after US indices closed February on a low note.
etfs

3 great global stock ETFs

ETFs are a great vehicle for investors to sensibly diversify their portfolio. We identify three opportunities.
stocks

Reporting season recap: miners and energy producers in the spotlight

With only a handful of companies left to report, we look at the highlights of the past week and where buying opportunities may lie.
stocks

Global stock picks: Remote-controlled tugboats

This company is helping to build both the technologies and regulations behind remote-controlled and autonomous ports of the future.
markets

Global Markets Report - 27 February

Stocks are expected to lose today as traders reckon with stickier-than-expected inflation.
markets

Beware of the zombie: viability concerns for high-debt companies as rates rise

Rising inflation has changed the game. So how will cash-burning companies stay alive?
funds

Morningstar Announces Winners for 2023 Morningstar Awards

Lazard Asset Management named Fund Manager of the Year.
fixed-income

Why bonds still have a place in portfolios

\nEven during periods of rising interest rates, bonds can still help control risk.\n
personal-finance

The path to investing excellence

Investors are usually better off keeping things simple, by saving, widely diversifying, regularly rebalancing and focusing on total return - not yield alone.
funds

Lazard crowned fund manager of the year

Value investing strategies shone in a year plagued with uncertainty.
markets

Global Markets Report - 24 February

The Australian sharemarket is set to edge higher today after Thursday’s rally on Wall Street.
stocks

How to invest in the right AI stocks

There are only a handful of stocks to buy that benefit directly from artificial intelligence technology.
markets

Global Markets Report - 23 February

Shares in Australia are expected to edge lower today following another poor session on Wall Street. 
funds

Listed Investment Companies monthly performance: January 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).
personal-finance

Default interest: the little-known penalty 'kicking borrowers when they're down'

Many banks have a policy of moving home loans to a ‘default interest rate’ once borrowers are in arrears with payments.
markets

European stocks shine despite war in Ukraine

\nResilient economies are helping European stocks outperform, one year after Russia invaded Ukraine\n
markets

Global Markets Report - 22 February

Australian shares are set to open lower as investors worry the US Fed will keep interest rates higher for longer. 
stocks

Analyst insights: The brands behind Australia's listed property trusts

Even in a recession, office and retail tenants have to keep paying the rent. Morningstar's Alex Prineas outlines his top picks in the REIT sector.
stocks

Two ASX stocks with a brighter outlook

A glimpse into the results of two struggling financial services firms this reporting season highlights a turnaround - with one well positioned in a rising rate environment.
stocks

These stocks are leading the growth rebound

Tech stocks such as Apple, Nvidia, Block, and Lattice Semiconductor are fueling the growth stock rally in 2023.
markets

Global Markets Report - 21 February

Australian shares are set to open lower as earnings season continues. US markets remain closed for a public holiday. 
stocks

Analyst insights: Is Star Entertainment a buy?

Star Entertainment shares hit new lows this month, but Morningstar's Angus Hewitt says the market pessimism is overblown.
stocks

3 Warren Buffett stocks to buy

These undervalued stocks are among Berkshire Hathaway’s holdings in 2023.
markets

Global Markets Report - 20 February

Australian shares were unmoved Saturday morning as the US stock market ended Friday on a low note. 
stocks

Reporting season highlights: The midway point

We’re halfway through the February reporting season. So, are there any buying opportunities?
retirement

$5 million cap punishes 30 years of super saving

A house bought 40 years ago is capital gains tax-free. So why should the person who decided to forego the extravagant home and invest in super be forced to take out an excess?
markets

Global Markets Report - 17 February

Australian shares are expected to edge lower today as inflation remains stubbornly elevated.
stocks

Berkshire Hathaway sold $10 billion worth of stocks last quarter

Taiwan Semiconductor, US Bancorp, and Bank of New York Mellon accounted for most of the reductions in the company’s portfolio.
stocks

The supermarket wars: Aldi gaining on Woolworths and Coles

Rising consumer prices are pushing more shoppers towards Aldi, a new report shows. Here's what it means for the two major supermarkets.
personal-finance

There are good reasons interest rates need to rise

Higher interest rates are political dynamite given Australian households are amongst the world's most indebted. But the alternative is worse.
stocks

Global stock picks: An emerging technology stock worth a look

This stock is a major contributor to the ‘self-driving’ cargo ship revolution, says a recent Sustainalytics report.
markets

Savings rates under scrutiny as RBA confirms more rate hikes

The RBA governor says interest rates have further to rise, as retail earnings show early signs of a slowdown.
markets

Global Markets Report - 16 February

Australian shares are expected to gain today after US indices managed to close higher. 
etfs

Two investing opportunities in quality ETFs

Investors have gravitated towards factor investing focused on quality.
markets

January US CPI report shows sticky inflation is back

With new data showing inflation has been stronger than previously reported, the Fed is seen keeping rates higher, longer.
personal-finance

Why stock prices are a distraction

Stock prices distract investors from what really matters: the businesses underlying them.
markets

Global Markets Report - 15 February

Australian shares point up today despite disheartening US inflation data. 
funds

KiwiSaver Survey | December Quarter 2022

KiwiSaver assets increased to NZD 86.5 billion.
markets

10 questions for BlackRock’s Wei Li

\nThe chief investment strategist looks toward a turbulent 2023.\n
markets

Global Markets Report - 14 February

Australian shares are expected to climb today as investors await inflation data. 
stocks

Is Meta still a buy?

The stock surged after earnings but continues to look undervalued.
personal-finance

Portfolio rules of thumb: do they stack up?

Investing can be complicated, but common portfolio guidelines can be a good starting point.
personal-finance

Financial advice review: what it means for investors

A landmark report into the financial planning industry has been released. Morningstar's Mark LaMonica breaks down what it means for investors.
markets

Global Markets Report - 13 February

Australian shares are set to open flat as another trading week kicks off. 
personal-finance

Why financial advice is so expensive

Simplifying financial advice regulations will be key in making it more accessible to everyday Australians – but at what cost?
retirement

How to be perfectly franked and pay no tax

It's a matter of maths to calculate how much fully franked dividends is needed to offset the income tax due on the rest of a super fund’s portfolio.
markets

Global Markets Report - 10 February

Australian shares are expected to dip lower today after a poor session in the US.
stocks

Two investing opportunities in the A-REIT sector

Investors fled from REITs in 2022 in the face of rising interest rates and property valuation concerns. We explore the sector, and where opportunities may lie.
stocks

US earnings: 7000 jobs axed at Disney amid cost-cutting drive

Morningstar says Disney is undervalued as CEO Bob Iger reapplies his stamp.
markets

Why the RBA may need to cut interest rates in 2023

Interest rates are rising at the fastest pace in decades, but Morningstar's Matt Wacher says there's a 'big chance' the RBA overdoes it.
stocks

The appeal of investing in a Bunnings Warehouse

Properties leased to Bunnings are highly sought-after by investors, but there are other ways to gain exposure to the leading hardware and DIY retailer.
personal-finance

Should investors prioritise mortgage debt as interest rates rise?

As interest rates continue to rise and inflation erodes real returns, we explore whether investors are better off directing more money towards their home loan.
funds

Thematic funds: why a tempered approach is the best bet

Investors can win big if they catch a trend at just the right time. But they can lose big, too.
markets

Global Markets Report - 9 February

Australian shares are expected to fall today after a negative session on Wall Street. 
etfs

Is the S&P 500 the best way to get US exposure?

The index is broad, and diversified, but it has its quirks, including not allowing Tesla in till 2020.
stocks

Analyst insights: Why Bank of Queensland is undervalued

Management instability has created a ‘temporary cloud’ over the bank, but Morningstar’s Nathan Zaia says the current share price is not reflective of the bank’s outlook. Here's why.
markets

Market Index Performance | January 2023

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

Hedging against currency risk

Here's what to consider when investing in offshore assets.
markets

Global Markets Report - 8 February

Australian shares are expected to climb today after a positive session in the US.
stocks

A bank stock on Morningstar’s watch list

This regional bank has underperformed its peers but as an undervalued opportunity, there is upside for investors.
stocks

Takeover bid undervalues Newcrest: Morningstar

Newcrest shares surged on news of a takeover offer, but Morningstar analysts say the deal likely won’t get up at this price.
markets

Which asset class in Australia offers the best value now?

We compare cash, bonds, property, and stocks, and reveal what’s cheap and what’s not.
markets

US earnings: where’s all that expected bad news?

So far, it’s been a mixed picture: Tesla, General Motors come in strong, while Apple and Alphabet miss the mark.
markets

Global Markets Report - 7 February

The Australian stock market will open flat today after indices around the world ended Monday broadly lower. 
stocks

Analyst insights: What investors should focus on this reporting season

As reporting season kicks off, Morningstar's equity analysts explain what they're expecting in key sectors.
stocks

US earnings: Apple misses on earnings and revenue

Widespread sales declines to close out 2022 foreshadow a challenging 2023.
markets

Hot US jobs data means Fed has further to go

Jobs growth in the US has continued to strengthen despite recession fears.
markets

Global Markets Report - 6 February

Australian shares are expected to rise today despite a disappointing Friday for US indices.
stocks

Your guide to the ASX reporting season

Morningstar’s equity analysts explain what to expect, and what investors should focus on, as ASX companies release their earnings for the February 2023 reporting season.
funds

Adani fallout: Why Australian investors needn't be worried

More than $100 billion has been wiped off the group's value so far, but Australian investors have limited direct exposure.
markets

Global Markets Report - 3 February

Australian shares are set to edge higher today following a mostly positive session on Wall Street.
stocks

Meta shares soar 23% on revenue beat, efficiency drive

Shares in the social media empire have more than doubled since November. Morningstar sees plenty of upside yet.
stocks

ASX stock of the week: AUB Group

The insurance broker was added to Morningstar’s best stock ideas list in February.
funds

What to consider when choosing a fund or ETF

Apart from fees, what considerations should investors keep in mind when picking a fund or ETF?
markets

Global Markets Report - 2 February

Australian shares are set to gain today after US indices leaped on Wednesday.
stocks

Flight Centre takes off on luxury travel deal

Travel companies are making the most of the post-pandemic boom, with Flight Centre tapping into the lucrative luxury tourism market. But does the timing make sense?
personal-finance

Best ways to invest while saving for a house deposit

Trying to invest for the short term? Don't bet the house on it!