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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.
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.
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.
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
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.