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retirement

Lessons from "Madoff: The Monster of Wall Street"

The Netflix series serves as an opportunity to reflect on the immense responsibility placed on the Australian superannuation industry to protect investors.
stocks

3 stocks to consider if you're concerned about plastic packaging waste

\nThese companies have made good progress addressing plastic pollution, and their stocks are currently undervalued.\n
stocks

What to watch in Amazon’s Q4 earnings results

Signs of slowing e-commerce sales and decelerating Amazon Web Services may continue to spell trouble.
markets

Global Markets Report - 1 February

Australian shares are pointing higher today following a strong session in the US.
markets

Why investors should brace for a tough-talking Fed this week

Markets see rate cuts in 2023, but the Fed doesn’t.
personal-finance

A toolkit for the worst-case scenario: job loss

How to deal with the blow and get back on your feet.
markets

Global Markets Report - 31 January

Australian shares are expected to open flat today following a poor session in the US.
stocks

Are lithium shares too good to be true?

The widely accepted narrative about lithium has captured the attention of investors but it may be too late to make outsized profits.
markets

Should investors be worried about the US debt ceiling?

\nA default on US government debt isn’t likely, but should one happen, here’s what the damage could look like.\n \n
markets

Global Markets Report - 30 January

Australian shares are set to rise today following a positive end to the week on Wall Street.
stocks

Analyst insights: Perpetual completes Pendal takeover

Morningstar's Shaun Ler explains why Perpetual is undervalued following the takeover of Pendal. 
funds

Investing in REITs vs. direct real estate

Property can play an important role in a diversified portfolio. We navigate the pros and cons of the different real estate investment options.
markets

Why investors shouldn’t wait for the good news to start buying

Fidelity’s Chisholm says investor fears have made mid-cap stocks, materials, financials an attractive contrarian play.
stocks

Analyst insights: the outlook for technology stocks

Morningstar's Roy van Keulen identifies the key theme for technology stocks in 2023, following a difficult year for the sector.
stocks

Tesla posts solid earnings, reports strong orders to start 2023

The electric car maker still remains undervalued according to Morningstar analysts.
markets

Global Markets Report - 27 January

All three major US indices climbed on Thursday while Australian markets were closed. 
stocks

Myer sales driven by revenge spending, but pullback expected

The ailing retailer has been given a much needed sales boost, but investors shouldn't get too excited just yet.
fixed-income

Defensive investing ideas for 2023

What to consider when investing in an uncertain environment.
markets

Where to invest during times of high inflation

With inflation running at a 3-decade high, providers of essential goods could be worth a look.
markets

Global Markets Report - 26 January

Wall Street closed mixed as investors digest US earnings. ASX closed for public holiday.
stocks

US earnings: Microsoft results solid despite caution on revenue

Trimming fair value estimate on Microsoft stock to $310; shares attractive.
stocks

Analyst insights: A slowing economy can produce buying opportunities

Whether Australia slips into recession or not, Morningstar’s Mathew Hodge says there are plenty of buying opportunities for investors.
markets

Global Markets Report - 25 January

Australian shares are set to open lower today after a mixed session on Wall Street.
stocks

What China's reopening means for Australian miners

The reopening of China's economy has boosted commodity prices, but Morningstar's Jon Mills says there are still opportunities.
funds

Listed Investment Companies monthly performance: December 2022

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).
stocks

Why investors should look beyond this ASX reporting season

Investors should look ahead of the interim reporting season as they confront a challenged outlook. But despite the sombre markets, there is always opportunity.
markets

Why investors should look at emerging markets again

Many factors now favour emerging markets, especially China and Asia as a whole, according to analysts.
markets

Market outlook: Experts forecast stock and bond returns

\nEvery firm in our survey expects non-US stocks to outperform US stocks in the decade ahead.\n
markets

Global Markets Report - 24 January

Australian shares are set to gain today after US indices rallied on Monday.
stocks

Apple gains coveted 'wide moat' rating

High switching costs and the 'network effect' have seen Apple achieve Morningstar's prized wide moat status.
retirement

Redefining what 'risk' really means to investors

The possibility of permanent capital loss from owning an asset is at the heart of what investment risk is truly about.
markets

Global Markets Report - 23 January

Australian shares are set to gain today after US indices rallied on Friday.
stocks

6 ASX stocks poised to outperform over the long term

Only a select few Australian companies hold the prized 'wide moat' status. We identify six trading at a double-digit discount.
markets

Firstlinks Edition 492

The good and bad in my SMSF in '22; Chris Joye on '23; Ageing nonsense, LIC discounts; Pub property profit; Year for bonds; 3 new investment themes.
stocks

Analyst insights: Top picks among the big four banks

Morningstar's Jacqueline Moody says loan losses and increasing competition will be key themes for the sector in 2023.
stocks

Amazon asked by investors to explain working conditions

The same proposal earned over 40% support in a 2022 annual meeting, or more than half the independent vote.
markets

Global Markets Report - 20 January

Australian shares are expected to nudge higher today.
investing

How to position and build an investment portfolio Webinar Series

Join our weekly webinars focused on the investor, not the investment—and get your questions answered.
stocks

11 undervalued defensive US stocks

Veeva, Clorox, and Kellogg are among the defensive stocks trading below our analysts’ fair value estimates.
markets

Global Markets Report - 19 January

Australian shares are expected to fall today following a dip on Wall Street.
stocks

3 value stock picks on the ASX

Dr Philipp Hofflin from Lazard Asset Management identifies 3 companies with a competitive advantage and strong cashflows.
stocks

Bright outlook for travel stocks in 2023, headwinds beyond

Talks of a Virgin relisting highlights the current strong trading conditions for the sector, but can it last?
markets

Global Markets Report - 18 January

Australian shares are set to rise today following a mixed session on Wall Street.
markets

Investing compass: 2023 state of the market

We look at the state of the market entering 2023.
funds

3 tips for managing a sustainable portfolio in 2023

Recommit to diversification with ESG funds and start thinking about your retirement plan.
retirement

Why homeowner retirees should not ‘run out of money’

Many retirees worry that they'll ‘run out of money’, but what many really mean is they won't be able to afford the lifestyle they want.
markets

Global Markets Report - 17 January

Australian shares are expected to open lower today following a holiday in US markets. 
personal-finance

Should you sell shares to pay down your mortgage?

As interest rates rise, some investors may be tempted to sell their shares to reduce their home loan. But is it a good idea?
markets

Global Markets Report - 16 January

Australian shares are set to open higher today following a positive end to the week for major US indices.
investing

What to consider when constructing a portfolio

Individual shares or ETFs? Morningstar's Mark LaMonica breaks down what to consider.
personal-finance

Investing through each decade of life

We unpack the big questions for people at every stage of their investing journey. 
markets

Market Index Performance | December 2022

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

New year….new you?

How to make your investing resolutions last
stocks

3 things investors can learn from Warren Buffett

Whether you’re new to the market or not, there’s a lot to learn from Berkshire Hathaway’s leader.
stocks

The outlook for the big four banks

Bank margins will continue to benefit from rising interest rates, but mortgage stress could present challenges.
markets

Global Markets Report - 13 January

Australian shares are set to open higher today after the release of promising inflation data.
markets

Is the Fed's US inflation target finally within sight?

Fed seen halting rate increases at the March meeting as inflation eases in December.
markets

Firstlinks Edition 491

Dividend growth; Buying Magellan; Nuclear bull; Tech mirrors shale; Rosy Australian outlook; Inflation risks; EV's problems.
personal-finance

3 numbers that can help you budget

The golden ratio can help you find the right balance between spending and saving.
markets

Global Markets Report - 12 January

Australian shares are set to open higher today after Wall Street continued Tuesday’s gains.
stocks

Analyst insights: 2 retail stocks set to defy gloomy outlook

Households are expected to tighten their spending in 2023 as higher interest rates bite, but there are opportunities on the ASX in the retail sector according to Morningstar's Johannes Faul.
markets

Global Markets Report - 11 January

Australian shares are set to rise following a positive trading day for major US indices.
personal-finance

Your 2023 financial to-do list

The ultimate checklist to help investors plan for a productive year ahead.
personal-finance

Wealth equals income minus ego

Our ego is part of who we are, though too much of it can hurt decision-making and destroy wealth. Here are four tips to keep your ego in check.
personal-finance

What your net worth statement is telling you

Use our free spreadsheet to get a summary of all your assets and liabilities, This snapshot is a crucial first step toward getting a better handle on your finances.
markets

Global Markets Report - 10 January

Australian shares are set to open slighly lower today after a mixed session on Wall Street
markets

Global Markets Report - 9 January

Australian shares are expected to rise today following Friday’s rally in the US stock market.
retirement

Investing in retirement looks more positive in 2023

The investment environment looks "wildly better" for retirees this year, after a difficult 2022 for those relying on their own savings.
stocks

33 undervalued US stocks

Here’s the new list of Morningstar’s top analyst picks for Q1 2023.
stocks

Morningstar’s best and worst ASX performers of 2022

Growth stocks fell out of favour with investors in a year defined by rising inflation and geopolitical tensions.
personal-finance

What’s a Good Debt-to-Income Ratio?

Not all borrowing is bad. But how can you tell if your debt is the good kind?
markets

Global Markets Report - 6 January

Australian shares are expected to inch higher today despite poor performance by US indices.
stocks

2023 property outlook

Rising interest rates will continue to put pressure on house prices in 2023, but a worsening supply crunch will push rents higher. 
markets

US stock market outlook for 2023

As the saying goes; when Wall Street sneezes, the world catches a cold. And the US is set up for near-term turbulence - but there are clearer skies ahead. 
stocks

Why we trimmed Tesla's fair value estimate

The electric vehicle maker’s 2022 deliveries missed our forecast, but we see a strong upside with much of the bad news already priced in.
personal-finance

Morningstar's reading recommendations for 2023

Our global manager researchers share their best reading, watching and listening recommendations for the new year
markets

Global Markets Report - 5 January

Australian shares are set to gain today following a flat session on Wall Street. 
stocks

Analyst insights: 2 ASX stocks to buy in 2023

Morningstar's Angus Hewitt identifies two undervalued companies with a competitive edge and strong prospects for 2023.
markets

Better investing opportunities coming your way in 2023

5 new themes for portfolios, including bonds, China, and active management.
markets

Global Markets Report - 4 January

Australian shares are set to open higher today following Wall Street’s lousy first session of 2023.
markets

Property outlook: supply squeeze to drive rents higher

Rising interest rates will continue to put pressure on house prices in 2023, but a worsening supply crunch is expected to push rents higher. 
markets

Global Markets Report - 3 January

Australian shares are set to rise on the first trading day of 2023. 
personal-finance

Investing when the odds are in your favour

The principles behind a winning investment are like those of a winning bet.
stocks

11 Australian stock picks for 2023

Global equity markets face challenging headwinds in 2023, but there are opportunities for investors according to Morningstar's latest Australia and New Zealand Market Outlook. 
markets

5 charts on value stocks’ big comeback

Having been out of favour for more than a decade, value stocks have caught back up with growth.