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Australia has the weakest portfolio disclosure laws in the developed world. Here’s why investors should care.

Ed Prendergast, co-fund manager at the gold-rated Pengana Emerging Companies Fund, explains how to limit risk in the often-volatile small-cap space.

The Australian sharemarket is set to gain today following optimistic sessions in the US and Europe. 

Morningstar's Alexander Prineas says Australian REITs are well placed despite concerns of a global credit crunch.

In a listener requested episode, we speak about whether small caps have a place in your portfolio. 

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

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

These guidelines can help investors build effective portfolios.

Our analysts believe the restructuring will enhance agility and cost efficiency.  

The Australian sharemarket is positioned to climb today after an optimistic session on Wall Street.

Morningstar's Jon Mills explains why this ASX takeover target remains his top pick among the miners.

It’s the fourth most shorted stock in Australia, but this former tech darling is also Morningstar’s most undervalued equity in its ASX coverage universe.

Morningstar's James Gruber says the bailouts of SVB and Credit Suisse have received little pushback, yet they should as they make another financial crisis more likely. 

Key indicators suggest investors take a more cautious approach.

Australian shares are set to lose today as investors turn their attention back to interest rates. 

We identify 5 criticisms of ESG, and sort through the politicisation and polarisation that have increasingly characterised the space.

This ASX company has no debt and is trading at a double-digit discount to Morningstar's fair value estimate.

While ETFs aren’t perfect, their virtues clearly outweigh their sins.

This ASX-listed REIT’s 'sensible' balance sheet has it well placed in the near-term, but the longer-term outlook appears much less clear.

The Australian sharemarket is set to rise today as concerns over the banking sector recede. 

Morningstar's report on the retail outlook for the first quarter of the year gives investors a snapshot into which retailers are best placed to navigate the challenges ahead.

\nPeace of mind and simplicity have become much more important than outward shows of success.\n

Australian shares are set to open flat today after gains in the US but losses in Europe.

Listed property trusts are an affordable option for private investors wanting to own a slice of Australia's best shopping centres. But are they a good idea?

These dividend and consumer defensive-focused ETFs can help investors weather an economic downturn.

Stress has returned the European banking system with Deutsch Bank and other stocks under pressure.

Three tips for coping with the recession threat.

Where are large, inscrutable exposures? Where are the profitability challenges? Deutsche Bank and Commerzbank will be popular answers due to their troubles

Kids in NSW could grow a $49,000 nest egg by adulthood under a Coalition government election pledge. Does it stack up? Or are there better ways to secure your child's financial future?

A scathing short-seller report has targeted Jack Dorsey’s Block, driving a sharp selloff in its locally listed shares. We identify the Australian funds with the most exposure. 

A rail freight operator, an insurance provider, and a data centre operator were among the notable purchases by Morningstar-rated fund managers last month.

Over years working in global capital markets, I transacted billions of dollars of bond issues with Credit Suisse, Swiss Bank Corp and UBS. I never expected things would end like this.

The Queensland Government is considering limiting how often landlords can raise the rent as the rental crisis continues to worsen.

Short-Seller Hindenburg thinks it is, we find the claims largely anecdotal. There is no change to the company's Economic Moat Rating, or fair value estimate.

Australian shares are pointing downward today following interest rate hikes in the US and Europe. 

Losing the confidence of your funders, whether retail or institutional, has fast and far-reaching implications.

Interest rates are well above COVID lows but the impact still hasn’t fully hit investor portfolios.

Fed Chair Jerome Powell says the woes of Silicon Valley Bank are not systemic across the industry. We identify opportunities for ASX stocks unfairly hit by the banking carnage. 

The ongoing energy transition will create an outsized demand for several critical metals that the mining industry will more likely be unable to meet.

A tightening of bank lending could tilt the balance on the economy and future rate hikes or cuts.

We discuss her approach to stock picking, the sectors she's holding, and whether markets are still too optimistic.

Australian shares are positioned to fall today after an afternoon tumble for US equities.

The Fed may raise rates again, but its signals on the banking crisis and future rate hikes will be key for the markets.

Credit Suisse is the latest, and the largest, victim of a new confidence crisis in banking. Here is the timeline of scandals, failures and disappointments that brought us here.

M&A activity is heating up among miners looking to capitalise on the energy transition. But that growth, and falling commodity prices will come at a cost to dividends, particularly for BHP and Rio.

Australian shares are positioned to gain today after bank stocks rallied on Tuesday.

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).

The uncertainty could push some content creators to focus more on other social network platforms.

Holders of low-ranking Credit Suisse debt are getting wiped out, but its shareholders aren't. Does this change everything?

Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.

Australian shares are leaning higher today following gains in the US.

The proposed deal to create Australia’s largest pathology provider faces hurdles from the Healius board and regulators, says Morningstar.

Credit Suisse shareholders will feel shortchanged, but salvaging at least something is the best outcome under current circumstances.\n 

Recent market falls has pushed these three ASX stocks further into undervalued territory despite strong fundamentals, according to Morningstar analysts.

Any Berkshire Hathaway lifeline won’t come cheap to banks in need.

Losses across Europe and North America sent Australian futures into the red. 

The events of the past week have raised the bets for an RBA pause in April. Could we be nearing the bottom of the property slump?

Shares of the San Francisco-based regional bank are down nearly 70% over the past five days, even with a 25% bounce on Tuesday.

While household LIC names such as Australian Foundation Investment Company and Argo Investments grab the limelight, low key is how Whitefield prefers it. 

In his widely awaited letter, Larry Fink counters ESG critics and sounds off about climate risk.

Under fire Swiss bank Credit Suisse, whose share price plunged 25% amid concerns over its financial health, has been thrown a lifeline by the Swiss central bank.

A number of regional US banks are facing elevated risks, but the biggest banks are mostly in better shape.

Shares in Australia are set to rise today following gains on Wall Street.

BlackRock strategists are preparing for more volatile market activity, and warn the full damage is not yet priced into markets. Here’s how they’re positioning their portfolio.

The method used to calculate the new $3 million super tax has uncovered a key issue. Nobody holds a consolidated view of taxable income on super, not even the ATO.\n 

Our recent webinar explores considerations when building an income portfolio.

Our recent webinar explores options for generating income from ETFs.

It’s important to put this week’s events into perspective. To help, here’s a look at where markets currently sit and some tentative estimates of future returns. 

An overview of the energy and mining services sectors with Morningstar's Mark Taylor, following the February reporting season.

The bank's nosedive follows the loss of a key backer and only leaves difficult options on the table, Morningstar analyst Johann Scholtz says. 

A broad selloff in bank stocks pulled Australian futures lower.

The lessons learned from SVB include the value of cash, the risk of bonds and the issue with private asset valuations. 

Banking crises are never just about the banks.

Despite banking system worries, hot inflation means interest rates will head still higher.

We identify three undervalued stocks from the smaller end of Morningstar’s coverage universe. 

Morningstar's Nathan Zaia identifies two key differences between SVB and Australia's banks.

Shares in Australia are set to rally today following a positive session on Wall Street. 

There have been some big market moves after the second biggest bank failure in US history. Here we answer four key questions that investors have about the crisis.

Silicon Valley Bank's collapse hit Schwab amid broader concerns about losses on bond holdings.

Major banks are in much better shape than Silicon Valley Bank, says Morningstar Investment Management's Mike Coop

Ripples of last week's Silicon Valley Bank collapse sent Australian futures deep into the red. 

ASX companies deposited in Silicon Valley Bank will be able to access their money in full as regulators step in, but funds and ETFs invested in the collapsed bank have been given no such relief.

Silicon Valley Bank’s closure is likely to have a minimal direct impact on Australia but it’s a warning about risks from rising interest rates to our financial system.

Investors globally are assessing the ripple effect of the collapse of the second largest US bank failure in history.

Investors can use ESG information in many useful ways.

Cost-cutting continues at the e-commerce and cloud services giant. Here’s what we think of the stock now.

The Australian sharemarket is set to fall today following losses across the globe on Friday.

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

Margin squeeze was a key theme this reporting season amid rising cost pressures and a drop in pricing power. But the challenging environment presents opportunities for oversold companies. 

Morningstar's Angus Hewitt says the takeover offer amounts to a steal if it goes through at this price.

Housing is a story of boom and bust. Here we look at previous downturns and what we might learn from them.

A broad bank selloff weighed on US markets Thursday, sending Australian futures lower. 

Some household names like Disney, Microsoft and Visa make it on to our elite list

Materials and health stocks are among the most overvalued ASX companies under Morningstar coverage. We identify 5 to avoid at current prices.

Well-respected investment firms expect non-US stocks to outperform over the next decade. Here are Morningstar’s best international-stock picks today.

Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.

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

Laird Abertheny from GQG Partners says earnings matter in a rising interest rate environment.

TPG Global’s takeover bid for ASX funeral provider InvoCare falls short of the company’s value, says Morningstar. 

Morningstar's Annika Bradley's 2 minute take on Vanguard's new super offering, and how it compares to super giant AustralianSuper.

Tesla shares are considered slightly undervalued as its ability to scale should drive higher long-term free cash flow generation.

Here are 3 lessons from women investors that have resonated with me.

Small caps, private assets, and bonds: Morningstar spoke with experts from each asset class to find out where the opportunities lie in the current market. 

Australian shares are expected to decline today following losses on Wall Street.

Australian shares are hinting lower today following weak sessions in Europe and the US. 

Around 800,000 mortgages will roll onto a sharply higher interest rate this year as their fixed term ends. Here's what it means for the banks.

Plus, some advice on how women can overcome the investing gender gap.

Thematic ETFs continued to flood onto the market in 2022, giving investors exposure to niche trends like AI, cloud computing and food security—but are they a good idea?

Given humans drive markets, markets too are story-driven machines. Yet it's the job of investors to separate truth from fiction.

A basic understanding of bond math can help investors stay the course.

Ahead of International Women's Day we showcase three funds with Morningstar Analyst Ratings that are among our top picks.

Australian shares are set to gain today after economic data pushed US indices higher on Friday. 

If you pick your super fund well, you’ll only need to do it once. But it's not such a super story for women.

In a nod to International Women’s Day, we take a look at some gender-related issues within superannuation

As the dust settles on the interim reporting season, income-focused investors will be looking for buying opportunities. Here’s why they should focus on dividend stability, rather than size.

Large institutions have access to real estate and infrastructure assets that individual investors don't, yet there are ways to get similar exposure using listed companies.

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

Morningstar's Preston Caldwell maps out four potential near-term scenarios for the US economy.

Joe Krancki, investment director at Gresham House Ventures, discusses the disruptive force AI has already had on a variety of sectors

Semiconductor stocks took a beating in 2022, leaving many names trading at a discount.

Australian shares are set to open flat after manufacturing data from the US and China sent markets in opposite directions. 

Valentine’s Day is a delight for these chocolate manufacturers.

A lack of framework around what constitutes a 'green' investment is leaving investors blind to their true holdings. Here’s how to keep greenwashing out of your portfolio.

Investing in what you know can give you an edge over the competition. Here's how to identify your niche.