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ASX set to open lower, while US major indices break a three-month losing streak for November.

These stocks and the key trends behind them are critical for understanding the AI investment landscape.

His favourite investing books.

ASX set to open higher, after a mixed day for US major indices and bond yields continued to move lower.

There are 2 undervalued names as part of our new coverage. 

Morningstar’s 2024 Outlook report names three swing factors that may result in a wider range of outcomes. 

Munger’s passing is a spiritual loss for the company.

ASX set to open higher, after US stocks posted small gains as investors bet on Fed rate cuts in the first half of the year.

A dividend screen is a jumping off point for further research.

Is it worth venturing beyond cash and term deposits for steady income? This looks at the pros and cons of assets - including stocks, bonds, and hybrids - in providing yield and how they stack up against cash.

This stock was the second largest ‘buy’ for 2023 and was also the second largest ‘sell’ for Morningstar subscribers.

ASX set to open higher, after a subdued session on Wall Street saw all major indices close slightly lower.

A radio host advocates no small plans.

ASX set to open higher, after Wall Street reopened with modest rises for all major indices following the Thanksgiving holiday.

The 2023 Morningstar State of Retirement Income looks to the future to explore safe withdrawal rates. 

Morningstar analyst Nathan Zaia explains how the banks did and what the future holds.

ASX set to open higher, after modest rises for European and Asian equities overnight.

Stock markets are highly efficient in the long run yet share prices can fluctuate wildly near term. The art of investing is buying quality stocks when they’re temporarily down, and a current blue-chip may fit that profile.

Income investors: Stock up on this narrow-moat name.

Bond managers unveil what’s in their portfolio as they balance income generation for investors while managing the downsides of potential corporate defaults.

ASX set to open lower ahead of the Thankgsgiving holiday in the US.

We explore 404 super options in our third quarter report. 

We recommend participating in the retail offer, providing it is consistent with your financial goals.

Successful investing is grounded in the accumulation of wisdom.

ASX set to open lower, after US tech stocks Nvidia and Microsoft fell overnight.

Ahead of the COP28 climate summit, here are three energy firms that look attractive if the world falls short of its carbon reduction goals.

The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 

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).

ASX set to open higher, after a strong session on Wall St led by tech stocks.

A five star stock with a projected annual growth rate of 10%. 

Plus two dominant AI names that tech stock investors can’t ignore.

ASX set to rise, after US investors ended the week on a high after the cooler inflation outlook.

These 3 US and 2 ASX shares may appeal to investors with long time horizons and an appetite for risk.

The quarterly Morningstar Superannuation Survey focuses on fund performance, total fees (including investment and administration), and net assets of multisector MySuper and Choice options.

Fear and stress have the power to change our perceptions of risk, skewing what we think is probable toward the negative. Since risk is unavoidable in investing, we should learn and practice emotional coping skills.

ASX set to open lower, after US investors digested a batch of weaker economic data.

Undervalued stocks in Berkshire Hathaway’s portfolio, as well as its latest buys and sells from its third-quarter 2023 13F filing.

Munger is best known as Warren Buffett’s sidekick though he’s a formidable investor in his own right. In a rare interview, he sheds light on Buffett's career and recent investments. 

ASX set to open lower, after a day of modest rises on Wall Street.

Most asset managers and related firms undervalued, with an average discount of 21%

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.

The $130 Billion SuperFund Manager also talks about how he sees risk, his recent investments, and why history isn’t a good guide to the future.

ASX set to rise at the open, after US stocks surged on news of lower than expected October CPI.

The bank has lifted home loan growth above its peers but has this come at a cost to its margins and dividend growth.

Retirement isn’t the freedom from work, but the freedom to do your life’s work.

ASX set to open higher after mixed day on Wall Street.

TPG shares plunged after a deal to sell non-mobile fibre to Vocus fell apart. Are the shares still attractive?

Berkshire Hathaway’s cash holdings have increased to $157b in the latest earnings report.

ASX set to open higher, after a surge on Wall Street Friday led by tech stocks.

Income investors, take note: This wide-moat company pays a handsome dividend, and its stock is on sale.

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 

We break down each of the components of a total return to understand what you get at the end of your investment. 

We discuss the Morningstar Active/Passive Barometer, which measures the performance of active funds against passive peers in their respective Morningstar Categories.

ASX set to open lower, after falls on Wall Street broke the recent winning streak for the major indices.

The market reacted negatively to the most recent earnings report.

Don’t confuse it with investing – on a neurochemical level gambling, trading and speculation are not very different. 

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

ASXset to open higher, as US investors digested the latest earnings reports.

Know the index weightings of different markets around the world. It not only reveals the key sectoral influences on each market, but serves as a useful roadmap on where to look for desired industry exposure.

How to avoid lifestyle creep and find your path to financial independence.

There are plenty of cheap stocks in the Australian equity market but for prudent investors, Morningstar’s best ideas screen the best of the best.

ASX flat as investor digest the RBA decision to increase interest rates.

Return sequences can help performance as well as hinder it.

Solid full-year results were delivered by Australia’s second largest lender. Can the bank maintain this turnaround?

ASX set to open lower, as Australian investors anticipate today's RBA decision on interest rates.

Big inheritances can be a sign of underconsumption and suboptimal planning.

It's our 150th episode! We go through the best lessons from the last 150 episodes.

Morningstar analysts believe this top-rated ETF is an excellent choice for domestic REIT exposure. 

ASX set to rise, as US investors take slowing US job gains as more evidence that interest rates have peaked.

Investors endlessly follow the gyrations of the market but often ignore valuation levels which drive returns over the long-term.

Our latest research on the investor returns across six markets

There is endless speculation about signs of a market bottom. Should investors care?

Plenty of opportunities in undervalued market despite economic headwinds.

ASX set to rise at the open, as US investors embraced the idea that central banks could be done raising rates.

Falling lithium prices lower our fair value estimate for one of the world's largest producers.

The November edition of our Global Best Ideas list includes a new pick from our analysts. 

Hear from Morningstar's Equity Analysts on their latest insights on two of their Best Stock Ideas.

What do our analysts think about Morningstar Investor subscriber's top equity trades in October?

ASX set to rise at the open, after a strong session on Wall St saw all three major benchmarks close higher.

These books cover everything a beginner needs, from the basics of personal finance and investing to how the markets influence our money decisions.

With government bond yields now on par with commercial property capitalisation rates, can the riskier REIT sector still deliver for investors.