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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.
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.
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.
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!