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Walk through a portfolio rebalancing process with us to remain focused on your end goal.\n 

Australian shares are expected to open lower this morning following losses on Wall Street.

Wesfarmers says it is well positioned as consumers pull back on discretionary spending and seek value, although some ASX-listed retailers are facing more challenges.

And meet a patron named Mr. Market. What happens next surprises them.

Australian shares are set to open lower following a mixed lead from US equities.

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

For income seekers, stock-picking is about more than maximising payouts. A high dividend yield can go hand in hand with unwanted risk.

Jack Gance is a rare entrepreneur who’s created two market-leading businesses from scratch. He reveals how he started with limited capital, how he scaled up with innovative marketing and the lessons learned.

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio.

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.

Australian shares are set to open lower, with markets closed in the US, UK and public holidays in several European countries.

Why Antipodes founder and CIO Jacob Mitchell likes companies involved in the energy transition, but is steering clear of Australian banks.

Behind every new tool is a human being grappling with how to use it.

No Australian-listed company is on track to reach net zero by 2050, according to Morningstar. Here are the worst offenders.

Investment opportunities have opened up among the smaller ASX players - if you know what to look for. Small cap portfolio manager Katie Hudson reveals some of her top picks.

Suspicions are growing over superannuation fund valuations of their unlisted assets, but AustralianSuper says it's in their best interest to ensure valuations are up to date.

India's ambitious digital push has created tremendous opportunities for cloud services providers as the country continues its march towards digital empowerment.

Australian shares were pointing up Saturday morning following a promising day on Wall Street.

Big-tech is leading the artificial intelligence race, but there are plenty of smaller companies well placed for what's to come.

The cost of retirement has hit a record high, with couples needing more than $70,000 a year to fund a comfortable retirement, and $50,000 for singles, according to ASFA.

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 

Former RBA governor Ian Macfarlane says current serviceability buffer rules are making it difficult to refinance, warning the government may need to step in if things get 'really nasty'.

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 

We're raising our fair value estimate on Nvidia to $300, following the company's artificial intelligence-led acceleration.

Australian shares are uncertain this morning following big gains for US tech stocks.

A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment Conference in Sydney.

Finding value in defensive stocks can be difficult in uncertain times. We identify an attractively priced consumer staple with a rare wide moat.

Would stashing away 1986′s stock-market leaders have been a sound investment strategy?

Australian shares are sloping downward this morning following another disappointing day on Wall Street.

Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with decarbonisation.

A likely recession, housing challenges and bonds are back; those are the key takeaways from Pimco experts at this week's Morningstar Investment Conference in Sydney.

We uncover ways to effectively think about and evaluate investment performance to avoid dangers with chasing performance. \n 

Australian shares are pointing downward this morning following a poor session on Wall Street.

GQG Partners’ Rajiv Jain tells the Morningstar Investment Conference in Australia why he’s now overweight US tech mega caps and cut back on large energy bets.

Buy now, pay later companies will be regulated as credit products by the end of the year. Here's what it means for investors.

We explore the competitive advantage and valuation of the insurance software provider.

We outline what we believe investors should look for in a fund manager and examine the differing funds management models in Australia.

A great sustainable-investing analyst retires from Morningstar.

Morningstar is bullish about lithium and has revealed its top picks following sharp share price declines among producers of the electric vehicle battery metal.

Australian shares are leaning higher this morning following a mixed day on Wall Street.

The evolution of sustainable investing has led to a rethinking of nuclear energy.

Can investors get global exposure without investing on overseas exchanges? We reveal 3 undervalued ASX-listed companies that offer exposure to foreign markets.

Morningstar’s State of Retirement Income report has reassessed the 4% rule, taking into consideration the current market environment and our outlook for future returns. 

Australian shares were leaning lower Saturday morning following a poor end to the week on Wall Street.

A global report into managed funds shows Australia continues to have the weakest portfolio disclosure requirements in the developed world.

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 investor has achieved legendary long-term returns with a strategy that values dividend yield. Don't come knocking on his door for cash payouts, though - Berkshire Hathaway shareholders get rewarded in other ways. 

Join us as we explore the different factors to consider when picking a super and look at how to decide whether a SMSF is the right choice for you.

Mark LaMonica, CFA hosts Adrian Atkins (Senior Equity Analyst - covering utilities, transports and REITs including AGL Energy and Transurban) and Shane Ponraj, CFA (Equity Analyst - focusing on the healthcare sector, such as CSL, Avita Medical and Cochle

We discuss how to evaluate your super to take stock of your accounts and review your asset allocation and performance. \n 

We discuss how to evaluate your super to take stock of your accounts and review your asset allocation and performance. \n 

Keeping up with the Joneses? Excited to invest in the next big thing? We unpack what investors should know about money and investing.

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. \n 

We look at goal setting, risks, withdrawal rates and more to estimate how much you need for retirement.

Australian shares are trading higher following a strong day for the US stock market.

Aligning these concepts can help you make better portfolio decisions.

Monetary policy is a 'deeply flawed' way to manage the economy and yet we have not come up with anything better, says Morningstar's Graham Hand.

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh.

Shares in this ASX industrial have slipped almost 30% in six months. We delve into why Morningstar is holding firm on its price target.

Buy-Write funds sell options to generate extra income but it means they may give away some of the upside potential. During periods of market weakness and a need for more income, is the time right for this strategy?

We look at key concepts such as return on capital and corporate culture to help you pick the next stock market winners.

Shares in Australia are pointing up this morning following gains in the US.

The revenge travel and tourism boom has so far been winning out over rising cost-of-living pressures, but how much longer will it last and what does that mean for travel and tourism stocks?

This article attempts to answer that question by valuing bitcoin under the total addressable market approach.

US President Joe Biden has postponed his trip to Australia over as the debt ceiling deadlines draw nearer. But what is it, and why does it matter for investors?

Key things retirees can do to stack the deck in their favour. 

The key takeaways from the Big Four Bank results, and why dividends could see some growth in the second half - even if earnings are weaker.

Australian shares were heading downward Wednesday morning following an uneasy session in global markets.

The online retailer is trading at a substantial discount amid the cost-of-living crisis, but Morningstar Johannes Faul says the outlook for Kogan remains strong.

High levels of debt present risks for investors and may require a portfolio designed for resilience.

Australian shares are uncertain this morning following a broadly positive day in global markets.

This ASX blue chip is undervalued for the first time in three years, but is now an opportune time to invest?

Investing opportunities emerge as the population of India expands. 

Australian shares are expected to move up this morning despite a poor Friday on Wall Street.

Why investors seeking defensive assets might do better looking past the big-name supermarkets and to this liquor store giant.

The fortunes of companies, like Tesla, can be overly tied to a CEO’s actions. We take a look at what key-person risk is, and why it matters for investors.

It was the most-asked-about stock in this week's Ask the Analyst webinar. We unpack AGL's future - and why it's one of our top picks on the ASX.

ETFs remain one of the hottest investment products but who will emerge as the sector’s biggest player? Spoiler: it may not be Vanguard or iShares.

Apple has a problem that most of us would love: It has too much cash.

Australian shares are leaning lower this morning following a timid session in the US.

Shares in ASX lithium miner Allkem are soaring on news of a merger with US competitor Livent Corp. We dig into what the deal means for investors.

Is Kogan bouncing back? Shares in the online retailer are already up almost 20% since the start of the year, but this Morningstar analyst says there's still a lot of upside yet to come.

The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.

The latest US inflation report leaves Fed likely on track for a rate-hike pause.

Australian shares are pointing down this morning following a mixed session on Wall Street.

Beyond the headline-grabbing surplus and $14.6 billion in cost-of-living relief, the big question for investors is whether the federal budget will or won't add to the inflation problem. We unpack what it means for ASX companies.

We take a look at the liquidity profile of five large superannuation funds.

Inexpensive healthcare stocks offering defensive earnings have become harder to find in recent months, but a new addition to Morningstar’s coverage universe may provide an opportunity. 

Fortescue is set to benefit from a $2 billion program aimed at supporting green hydrogen projects. But is it enough to make the sector viable in Australia?

Australian shares are expected to open lower this morning following a poor session on Wall Street.

KiwiSaver assets increased to NZD 91.9 billion

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

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.

Here’s what you need to know.

Investors may need to brace for some 'downward trajectory' in the coming quarters. But which of the big four banks is best placed to ride out the rest of the year?

Australian shares are expected to open lower this morning following a quiet session on Wall Street.

50% of working-age Australians want an annual retirement income of $100k.

Australian shares are expected to shine today following an uplifting end to the week on Wall Street.

Mindsets strongly affect investor decisions.

There are many things to consider when picking a great fund to invest in, but knowing what to avoid is just as important.

US interest rates are now at their highest since 2007, but Morningstar expects hefty rate cuts in 2024 and 2025

National Australia Bank shares fell to their lowest point in almost a year on Thursday. We look at what's got investors concerned. 

Australian shares are expected to decline this morning following a pessimistic day for markets in the US and Europe. 

The Parliamentary Budget Office has released its first 'super explainer' and it shows how they think - and perhaps reveals future targets.

A well-known supermarket retailer and a New Zealand software giant are among Morningstar's most overvalued ASX stocks.

Australia's largest supermarket chains say people are changing the way they shop - a shift that may benefit discount supermarket chain Aldi.

Northern European countries score best on ESG. That’s the conclusion of the latest Morningstar Sustainability Atlas, but there are surprises in other regions

Australian shares are expected to decline this morning following a downbeat day in the US.

Upcoming property sales may help to put a floor under the beleaguered office REIT sector.

As budget-conscious consumers start to tighten their belts, we explore the impact on the competitive fast food industry, and identify opportunities for investors.

These four qualities set Warren Buffett’s firm apart.

Qantas chief financial officer Vanessa Hudson will face several challenges when she takes over from longtime CEO Alan Joyce in November.

The cost of goods are finally easing, but a jump in services inflation presents 'upside risks'. 

Australian shares are expected to decline today following a jittery session in the US.

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.

The next source of issues in financial markets is anyone's guess but a focus on quality will allow you to sleep at night.

This cruise and bus operator has secured long-term, low-risk, government-backed service contracts.

But whether the Fed pauses, or even cuts rates this year, is very much up for debate.

Australian shares are flat this morning following a downbeat day in the US.

Why The A2 Milk Company is once again on Morningstar's best ideas list.