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markets

Markets brief: Is the US stock rally broadening?

The “magnificent seven” rally gives way to wider gains.
stocks

Has Westpac turned a corner?

Morningstar's Senior Banking Analyst Nathan Zaia has a different view on Westpac than many investors. 
markets

Global Markets Report - 1 August

Australian shares are heading up this morning following a strong session across global markets.
stocks

Does reporting season matter?

Investors are fixated on reporting season but a long-term orientation means looking for value beyond the headlines.
markets

Global Markets Report - 31 July

Australian shares are pointing higher this morning following gains on Wall Street.
markets

Fed’s Powell talks tough after rate hike, but a pause seen likely from here

We see steep Fed rate cuts coming in 2024 as inflation subsides.
markets

Global Markets Report - 28 July

Australian shares are heading lower this morning after Wall Street suffered on Thursday.
markets

Contrarian opportunities in beaten down REITs

Commerical property REITs have been pummelled over the past 12 months, yet this fund manager sees some bargains.
etfs

Four investors walk into a bar … Part 2

And have a competition with Mr. Market.
markets

Global Markets Report - 27 July

Australian shares are uncertain this morning following cautious trading in the US.
personal-finance

What wealth can't buy

Family squabbling in the Hilton family, of Hilton Hotels fame, makes the Succession TV series look meek. It's a good lesson in how wealth can serve us, or we can serve it.
stocks

Is the market underestimating the potential of this ASX healthcare company?

Our analyst believes the respiratory care provider is set to command the untapped sleep apnea industry as competitors struggle.
markets

Markets brief: Why you should expect tough talk out of the Fed meeting

Inflation may be turning, but Powell seen emphasizing that the fight isn’t over yet.
markets

Global Markets Report - 26 July

Australian shares are facing upwards this morning following Tuesday’s modest gains on Wall Street.
markets

Is value investing dead?

Growth stocks have trounced value stocks again this year. There are many signs though that this trend may be set to reverse.
stocks

Nasdaq-100 is not an index

But it can be a competitive investment. 
personal-finance

Setting yourself up for financial freedom in your 30s

Conventional wisdom and instincts may be guiding new investors in the wrong direction. Here are some lessons from investing in my 30s.
funds

Listed Investment Companies monthly performance: June 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 - 25 July

Australian shares are expected to open higher after gains on Wall Street. 
personal-finance

Investing Compass: Doubling down on exposure

In a listener Q&A episode, we explore whether your exposure in your super should impact your assets outside of super. 
stocks

Can this ASX tech stock keep rallying?

Shares in this ASX software provider have more than doubled since hitting a 52-week low back in March, but Morningstar analysis suggests there may still be more upside to come. 
markets

Global Markets Report - 24 July

Australian shares are leaning higher this morning following timid gains in the US on Friday.
markets

Global Markets Report - 21 July

Australian shares are hinting at gains this morning following mixed results in the US.
stocks

The 10 best US dividend shares

These undervalued stocks with reliable dividends are worth considering.
personal-finance

Taking the slow road to investment success

Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”
markets

Global Markets Report - 20 July

Australian shares are uncertain this morning following modest gains in the US and Europe.
markets

Why UniSuper's CIO says liquidity is king right now

Unlike most other superannuation funds, UniSuper hasn’t piled into unlisted assets. And with extra cash on hand, it’s taking advantage of market opportunities.
personal-finance

Is climate change finance?

Alan Kohler caused a stir with his comments that climate change will soon be finance. It already is.
investing

Webinar: How to track progress towards financial independence

Clear metrics toward financial independence can help you make better financial decisions. We examine vital signs to understand why they are important and take a look at what the FIRE movement is all about.
funds

Is direct indexing right for you?

Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
markets

How will artificial intelligence affect investing?

Evaluating its potential targets: portfolio managers, financial advisors, and investment researchers.
markets

Global Markets Report - 19 July

Australian shares are set to gain this morning following a positive session on Wall Street.
stocks

Is the Endeavour Group sell-off an overreaction?

Shares in liquor retailer and pub operator Endeavour Group have sunk almost 10% this week. Morningstar's Johannes Faul discusses what has investors worried and whether he thinks the market reaction is overblown.
personal-finance

Investing Compass: Interest rate and inflation proof investment

In this episode, we explore annuities.
markets

Markets brief: How to know when we’re really in a new bull market

An overly concentrated market is a sign investors are uncertain about the economy.
markets

Global Markets Report - 18 July

Australian shares are expected to drag this morning following gains in the US and losses in Europe. 
stocks

What's driving the Megaport rally?

Shares in the ASX network solutions provider have more than doubled in the past three months, but is the market is still "too bearish" on the company's prospects?  
stocks

What the 'mortgage cliff' might mean for The Big Four this reporting season

As thousands of Australians grapple with higher mortgage repayments, we sit down Morningstar's Nathan Zaia to discuss what it means for the nation's banking sector. 
markets

Global Markets Report - 17 July

Australian shares were hesitant Saturday morning following a mixed session across global markets.
investing

Webinar: How to achieve financial independence

We conduct a comprehensive walkthrough of how you can achieve financial independence, starting from building the appropriate foundations to the investment approach you should be taking for your personal circumstance.
markets

Global Markets Report - 14 July

Australian shares are set to rise today following a strong session across global markets.
personal-finance

You don’t have to know everything to invest well

But you do have to know how to use the information you have.
markets

How asset classes have performed this year, and what’s next

Morningstar has released its Asset Class Gameboard, showing this year’s winners and losers, and comparing the results to previous years.
markets

Global Markets Report - 13 July

Australian shares are heading up this morning following gains in the US.
personal-finance

Do as I say (Not as I do)

On my failings as an investor.
markets

Good news from the June US CPI report: inflation is truly declining

The market-friendly number is still above the Fed’s target, and a July interest-rate hike looks likely.
stocks

Investing Compass: Brian Han's Outlook

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022.
markets

Global Markets Report - 12 July

Australian shares are slated to open higher this morning following gains on Wall Street.
personal-finance

Have older investors become too aggressive?

What to make of their love affair with equities.
stocks

Share plunge presents undervalued opportunity for well-known ASX blue chip

Shares in this well-known ASX20 stock have tumbled in recent weeks, but is the market selloff overdone?  
markets

Global Markets Report - 11 July

Australian shares are set to rise today following modest gains on Wall Street.
stocks

What higher electricity bills means for these utilities stocks

With electricity bills on the rise across Australia, Morningstar analyst Adrian Atkins highlights three utilities stocks set to ride industry tailwinds.
personal-finance

Understanding the true costs of purchasing a first home

Morningstar's Shani Jayamanne explains the importance of understanding true costs before purchasing a first home.
markets

Global Markets Report - 10 July

Australian shares are expected to climb today despite Friday’s losses in the US and Asia.
markets

Market Index Performance | June 2023

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

Global Markets Report - 7 July

Australian shares are headed downward this morning after a dreadful day for global stock markets.
stocks

3 High conviction Aussie stock holdings from Gold Medallist fund managers

Top fund managers have taken large positions in these shares.
investing

Investing in shares beginner's guide

Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
markets

The asset class offering the best value now

Cash, bonds, property, or stocks? We reveal where investors might find a bargain.
markets

Global Markets Report - 6 July

Australian shares are leaning lower this morning following a downbeat day across global markets.
stocks

Investing Compass: Share deep dive: Charter Hall Long WALE REIT

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).\n 
investing

Webinar: Making the Most of Super

How much you want accumulated in your super at retirement will differ between individuals. But how do you decide on a super goal that’s right for you? \n 
markets

Global Markets Report - 5 July

Australia's S&P/ASX 200 is on track for a soft open as investors continue to digest the implications of the Reserve Bank's decision to hold interest rates.
stocks

Why the market may be underestimating this ASX200 player

Fears of a discretionary spending pullback are hitting this auto parts supplier, but the resulting selloff may be overdone, according to Morningstar's latest Global Equity Best Ideas list. 
stocks

The outlook for Downer EDI

Morningstar's Mark Taylor explains why the outlook for Downer might be brighter than the market expects.
markets

Global Markets Report - 4 July

Australia's S&P/ASX 200 looks set for a flat open ahead of the central bank's latest interest-rate decision.
etfs

3 ETFs for Australian investors chasing the global tech rally

A new analyst report from Morningstar highlights three ETFs for investors hunting for tech exposure but cautions against "jumping on the bandwagon" too quickly.
markets

Global Markets Report - 3 July

Australian shares are expected to gain today after the first half of 2023 ended on a positive note for US equities.
personal-finance

Are you an investor or speculator?

There is constant temptation to speculate but over the long-term investing is the best approach
stocks

Why the outlook for the humble neighborhood mall could be stronger than some expect

The latest addition to Morningstar's coverage universe is an undervalued REIT well-positioned to capitalise on long-term population trends, according to a new analyst report.